MIGNX vs. HGOIX

In the year-to-date period, MIGNX achieves a -0.63% return, which is significantly higher than HGOIX's -2.85% return. Both investments have delivered pretty close results over the past 10 years, with MIGNX having a 13.15% annualized return and HGOIX not far ahead at 13.61%.

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MIGNX has a 0.37% expense ratio, which is lower than HGOIX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and The Hartford Growth Opportunities Fund Class I (HGOIX). 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.

The current MIGNX Sharpe Ratio is 0.42, which is comparable to the HGOIX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of MIGNX and HGOIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MIGNX's dividend yield for the trailing twelve months is around 8.56%, while HGOIX has not paid dividends to shareholders.

The maximum MIGNX drawdown since its inception was -32.40%, smaller than the maximum HGOIX drawdown of -58.18%. Use the drawdown chart below to compare losses from any high point for MIGNX and HGOIX.

The current volatility for MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) is 4.95%, while The Hartford Growth Opportunities Fund Class I (HGOIX) has a volatility of 5.46%. This indicates that MIGNX experiences smaller price fluctuations and is considered to be less risky than HGOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.