MIGNX vs. MGK
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and Vanguard Mega Cap Growth ETF (MGK).
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. MGK is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Growth Index. It was launched on Dec 17, 2007. Both MIGNX and MGK are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
MIGNX vs. MGK - Performance Comparison
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MIGNX vs. MGK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIGNX MFS Massachusetts Investors Growth Stock Fund Class R6 | -9.27% | 10.31% | 27.60% | 24.51% | -18.92% | 26.52% | 22.96% | 40.34% | 1.14% | 29.12% |
MGK Vanguard Mega Cap Growth ETF | -9.86% | 20.67% | 32.94% | 51.67% | -33.59% | 28.58% | 41.01% | 37.38% | -2.91% | 29.49% |
Returns By Period
In the year-to-date period, MIGNX achieves a -9.27% return, which is significantly higher than MGK's -9.86% return. Over the past 10 years, MIGNX has underperformed MGK with an annualized return of 14.02%, while MGK has yielded a comparatively higher 16.97% annualized return.
MIGNX
- 1D
- 2.93%
- 1M
- -5.94%
- YTD
- -9.27%
- 6M
- -8.49%
- 1Y
- 5.05%
- 3Y*
- 13.82%
- 5Y*
- 9.20%
- 10Y*
- 14.02%
MGK
- 1D
- 1.17%
- 1M
- -4.13%
- YTD
- -9.86%
- 6M
- -7.94%
- 1Y
- 19.83%
- 3Y*
- 22.59%
- 5Y*
- 12.64%
- 10Y*
- 16.97%
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MIGNX vs. MGK - Expense Ratio Comparison
MIGNX has a 0.37% expense ratio, which is higher than MGK's 0.05% expense ratio.
Return for Risk
MIGNX vs. MGK — Risk / Return Rank
MIGNX
MGK
MIGNX vs. MGK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and Vanguard Mega Cap Growth ETF (MGK). 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.
| MIGNX | MGK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.85 | -0.55 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.39 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.23 | -0.81 |
Martin ratioReturn relative to average drawdown | 1.54 | 4.27 | -2.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MIGNX | MGK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.85 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.56 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.60 | +0.24 |
Correlation
The correlation between MIGNX and MGK is 0.91, 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.
Dividends
MIGNX vs. MGK - Dividend Comparison
MIGNX's dividend yield for the trailing twelve months is around 12.29%, more than MGK's 0.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIGNX MFS Massachusetts Investors Growth Stock Fund Class R6 | 12.29% | 11.15% | 16.98% | 4.25% | 4.67% | 10.36% | 7.48% | 7.46% | 10.83% | 7.02% | 4.99% | 6.73% |
MGK Vanguard Mega Cap Growth ETF | 0.39% | 0.35% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% |
Drawdowns
MIGNX vs. MGK - Drawdown Comparison
The maximum MIGNX drawdown since its inception was -32.40%, smaller than the maximum MGK drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for MIGNX and MGK.
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Drawdown Indicators
| MIGNX | MGK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.40% | -47.97% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.68% | -16.85% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -36.01% | +9.53% |
Max Drawdown (10Y)Largest decline over 10 years | -32.40% | -36.01% | +3.61% |
Current DrawdownCurrent decline from peak | -11.15% | -12.56% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -3.87% | -7.51% | +3.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 4.87% | -1.06% |
Volatility
MIGNX vs. MGK - Volatility Comparison
The current volatility for MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) is 5.47%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 7.13%. This indicates that MIGNX experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIGNX | MGK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 7.13% | -1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.93% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.84% | 23.35% | -5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.48% | 22.63% | -5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 21.82% | -3.64% |