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MIGNX vs. FBCG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MIGNX vs. FBCG

Last updated May 12, 2025

Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and Fidelity Blue Chip Growth ETF (FBCG).

MIGNX is a passively managed fund by MFS that tracks the performance of the Russell 1000 Growth Index. It was launched on Jun 1, 2012. FBCG is an actively managed fund by Fidelity. It was launched on Jun 3, 2020.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIGNX or FBCG.

Correlation

The correlation between MIGNX and FBCG is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

MIGNX vs. FBCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and Fidelity Blue Chip Growth ETF (FBCG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

MIGNX:

9.45%

FBCG:

10.32%

Max Drawdown

MIGNX:

-0.62%

FBCG:

-0.58%

Current Drawdown

MIGNX:

-0.09%

FBCG:

-0.10%

Returns By Period

MIGNX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FBCG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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MIGNX vs. FBCG - Expense Ratio Comparison

MIGNX has a 0.37% expense ratio, which is lower than FBCG's 0.59% expense ratio.

FBCG
Fidelity Blue Chip Growth ETF
MIGNX
MFS Massachusetts Investors Growth Stock Fund Class R6

Risk-Adjusted Performance

MIGNX vs. FBCG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MIGNX
The Risk-Adjusted Performance Rank of MIGNX is 1414
Overall Rank
The Sharpe Ratio Rank of MIGNX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of MIGNX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of MIGNX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of MIGNX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of MIGNX is 1414
Martin Ratio Rank
FBCG
The Risk-Adjusted Performance Rank of FBCG is 3838
Overall Rank
The Sharpe Ratio Rank of FBCG is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of FBCG is 4040
Sortino Ratio Rank
The Omega Ratio Rank of FBCG is 4040
Omega Ratio Rank
The Calmar Ratio Rank of FBCG is 4141
Calmar Ratio Rank
The Martin Ratio Rank of FBCG is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MIGNX vs. FBCG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and Fidelity Blue Chip Growth ETF (FBCG). 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.

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Dividends

MIGNX vs. FBCG - Dividend Comparison

MIGNX's dividend yield for the trailing twelve months is around 0.57%, more than FBCG's 0.13% yield.

TTM20242023202220212020201920182017201620152014
MIGNX
MFS Massachusetts Investors Growth Stock Fund Class R6		0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FBCG
Fidelity Blue Chip Growth ETF		0.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MIGNX vs. FBCG - Drawdown Comparison

The maximum MIGNX drawdown since its inception was -0.62%, which is greater than FBCG's maximum drawdown of -0.58%. Use the drawdown chart below to compare losses from any high point for MIGNX and FBCG. For additional features, visit the drawdowns tool.

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Volatility

MIGNX vs. FBCG - Volatility Comparison

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