MMAIX vs. MFEIX
Compare and contrast key facts about MFS Moderate Allocation Fund (MMAIX) and MFS Growth I (MFEIX).
MMAIX is managed by MFS. It was launched on Jun 27, 2002. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MMAIX vs. MFEIX - Performance Comparison
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MMAIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMAIX MFS Moderate Allocation Fund | -2.81% | 11.68% | 8.68% | 12.23% | -15.03% | 12.04% | 13.86% | 22.10% | -4.20% | 15.10% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MMAIX achieves a -2.81% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MMAIX has underperformed MFEIX with an annualized return of 7.28%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MMAIX
- 1D
- 0.00%
- 1M
- -6.09%
- YTD
- -2.81%
- 6M
- -1.63%
- 1Y
- 8.22%
- 3Y*
- 8.36%
- 5Y*
- 4.42%
- 10Y*
- 7.28%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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MMAIX vs. MFEIX - Expense Ratio Comparison
MMAIX has a 0.65% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MMAIX vs. MFEIX — Risk / Return Rank
MMAIX
MFEIX
MMAIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Moderate Allocation Fund (MMAIX) and MFS Growth I (MFEIX). 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.
| MMAIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.30 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.59 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.08 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.22 | +0.85 |
Martin ratioReturn relative to average drawdown | 4.72 | 0.74 | +3.98 |
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
| MMAIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.30 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.50 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.41 | +0.24 |
Correlation
The correlation between MMAIX and MFEIX is 0.89, 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
MMAIX vs. MFEIX - Dividend Comparison
MMAIX's dividend yield for the trailing twelve months is around 7.82%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMAIX MFS Moderate Allocation Fund | 7.82% | 7.60% | 7.09% | 3.69% | 4.31% | 5.70% | 3.88% | 4.70% | 6.34% | 4.66% | 2.92% | 5.02% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MMAIX vs. MFEIX - Drawdown Comparison
The maximum MMAIX drawdown since its inception was -37.57%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MMAIX and MFEIX.
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Drawdown Indicators
| MMAIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.57% | -72.24% | +34.67% |
Max Drawdown (1Y)Largest decline over 1 year | -7.18% | -17.30% | +10.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.36% | -36.11% | +14.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.38% | -36.11% | +12.73% |
Current DrawdownCurrent decline from peak | -6.22% | -17.30% | +11.08% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -23.85% | +19.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 5.06% | -3.44% |
Volatility
MMAIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Moderate Allocation Fund (MMAIX) is 2.90%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MMAIX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MMAIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 5.58% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.29% | 12.05% | -6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.41% | 21.56% | -12.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.69% | 21.87% | -12.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.96% | 21.16% | -11.20% |