MIGFX vs. MGTIX
MIGFX (MFS Massachusetts Investors Growth Stock Fund) and MGTIX (MFS Massachusetts Investors Growth Stock Fund) are both Large Cap Growth Equities funds from MFS. Over the past 10 years, MIGFX returned 14.10%/yr vs 14.34%/yr for MGTIX. Their 1.00 correlation means they have historically moved very closely together. MIGFX charges 0.70%/yr vs 0.45%/yr for MGTIX.
Performance
MIGFX vs. MGTIX - Performance Comparison
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Returns By Period
In the year-to-date period, MIGFX achieves a -2.12% return, which is significantly lower than MGTIX's -1.90% return. Both investments have delivered pretty close results over the past 10 years, with MIGFX having a 14.10% annualized return and MGTIX not far ahead at 14.34%.
MIGFX
- 1D
- -0.34%
- 1M
- 0.57%
- 6M
- -1.74%
- YTD
- -2.12%
- 1Y
- 3.33%
- 3Y*
- 12.82%
- 5Y*
- 8.05%
- 10Y*
- 14.10%
- ALL TIME*
- 7.41%
MGTIX
- 1D
- -0.26%
- 1M
- 0.66%
- 6M
- -1.54%
- YTD
- -1.90%
- 1Y
- 3.65%
- 3Y*
- 13.06%
- 5Y*
- 8.30%
- 10Y*
- 14.34%
- ALL TIME*
- 9.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MIGFX vs. MGTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGFX MFS Massachusetts Investors Growth Stock Fund | -2.12% | 9.97% | 27.25% | 24.13% | -19.20% | 26.06% | 22.55% | 39.89% | 0.81% | 28.68% |
MGTIX MFS Massachusetts Investors Growth Stock Fund | -1.90% | 10.23% | 27.38% | 24.40% | -18.99% | 26.41% | 22.84% | 40.17% | 1.07% | 28.97% |
Correlation
The correlation between MIGFX and MGTIX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 1.00 |
The correlation between MIGFX and MGTIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
MIGFX vs. MGTIX — Risk / Return Rank
MIGFX
MGTIX
MIGFX vs. MGTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Massachusetts Investors Growth Stock Fund (MGTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MIGFX | MGTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.04 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 0.14 | -0.02 |
| Martin ratioReturn relative to average drawdown | 0.36 | 0.43 | -0.07 |
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Drawdowns
MIGFX vs. MGTIX - Drawdown Comparison
The maximum MIGFX drawdown since its inception was -61.83%, roughly equal to the maximum MGTIX drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for MIGFX and MGTIX.
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Drawdown Indicators
| MIGFX | MGTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -60.05% | -1.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -13.71% | -0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -18.68% | -18.65% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.67% | -26.52% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -32.42% | 0.00% |
Current DrawdownCurrent decline from peak | -4.15% | -3.94% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -18.91% | -17.06% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 4.52% | +0.05% |
Volatility
MIGFX vs. MGTIX - Volatility Comparison
MFS Massachusetts Investors Growth Stock Fund (MIGFX) and MFS Massachusetts Investors Growth Stock Fund (MGTIX) have volatilities of 3.27% and 3.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGFX | MGTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.27% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 10.68% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 13.36% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 17.61% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.20% | 18.19% | +0.01% |
MIGFX vs. MGTIX - Expense Ratio Comparison
MIGFX has a 0.70% expense ratio, which is higher than MGTIX's 0.45% expense ratio.
Dividends
MIGFX vs. MGTIX - Dividend Comparison
MIGFX's dividend yield for the trailing twelve months is around 10.83%, more than MGTIX's 10.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGTIX MFS Massachusetts Investors Growth Stock Fund | 10.53% | 11.08% | 16.84% | 4.17% | 4.59% | 10.30% | 7.43% | 7.38% | 10.72% | 6.83% | 5.00% | 6.61% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 10.83% | 11.39% | 17.15% | 4.11% | 4.49% | 10.47% | 7.43% | 7.39% | 10.76% | 6.87% | 5.12% | 6.51% |
Frequently Asked Questions
With a correlation of 1.00, MIGFX and MGTIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MGTIX has higher volatility (3.27%) compared to MIGFX (3.27%). In terms of maximum drawdown, MIGFX dropped -61.83% vs MGTIX's -60.05%.
MGTIX currently has the higher Sharpe Ratio (0.15 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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