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

MIGNX vs. WFSPX

Last updated May 12, 2025

Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund Class R6 (MIGNX) and iShares S&P 500 Index Fund (WFSPX).

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. WFSPX is managed by Blackrock. It was launched on Jul 30, 1993.

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

Correlation

The correlation between MIGNX and WFSPX 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. WFSPX - 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 iShares S&P 500 Index Fund (WFSPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

MIGNX:

9.45%

WFSPX:

9.65%

Max Drawdown

MIGNX:

-0.62%

WFSPX:

-0.77%

Current Drawdown

MIGNX:

-0.09%

WFSPX:

-0.06%

Returns By Period

MIGNX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

WFSPX

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. WFSPX - Expense Ratio Comparison

MIGNX has a 0.37% expense ratio, which is higher than WFSPX's 0.03% expense ratio.

MIGNX
MFS Massachusetts Investors Growth Stock Fund Class R6
WFSPX
iShares S&P 500 Index Fund

Risk-Adjusted Performance

MIGNX vs. WFSPX — 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
WFSPX
The Risk-Adjusted Performance Rank of WFSPX is 6464
Overall Rank
The Sharpe Ratio Rank of WFSPX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of WFSPX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of WFSPX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of WFSPX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of WFSPX is 6464
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. WFSPX - 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 iShares S&P 500 Index Fund (WFSPX). 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. WFSPX - Dividend Comparison

MIGNX's dividend yield for the trailing twelve months is around 0.57%, less than WFSPX's 1.27% 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%
WFSPX
iShares S&P 500 Index Fund		1.27%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. WFSPX - Drawdown Comparison

The maximum MIGNX drawdown since its inception was -0.62%, smaller than the maximum WFSPX drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for MIGNX and WFSPX. For additional features, visit the drawdowns tool.

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Volatility

MIGNX vs. WFSPX - Volatility Comparison

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