MNDIX vs. MFEIX
Compare and contrast key facts about MFS New Discovery Fund (MNDIX) and MFS Growth I (MFEIX).
MNDIX is managed by MFS. It was launched on Jan 2, 1997. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MNDIX vs. MFEIX - Performance Comparison
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MNDIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MNDIX MFS New Discovery Fund | -1.90% | 12.62% | 6.32% | 14.30% | -29.64% | 2.03% | 45.14% | 41.12% | -1.41% | 26.27% |
MFEIX MFS Growth I | -10.32% | 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, MNDIX achieves a -1.90% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MNDIX has underperformed MFEIX with an annualized return of 10.84%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
MNDIX
- 1D
- 4.18%
- 1M
- -6.90%
- YTD
- -1.90%
- 6M
- 2.13%
- 1Y
- 18.84%
- 3Y*
- 7.86%
- 5Y*
- -1.26%
- 10Y*
- 10.84%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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MNDIX vs. MFEIX - Expense Ratio Comparison
MNDIX has a 0.99% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MNDIX vs. MFEIX — Risk / Return Rank
MNDIX
MFEIX
MNDIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS New Discovery Fund (MNDIX) 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.
| MNDIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.49 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.85 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.61 | +0.70 |
Martin ratioReturn relative to average drawdown | 4.81 | 2.06 | +2.74 |
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
| MNDIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.49 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.52 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.75 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.42 | 0.00 |
Correlation
The correlation between MNDIX and MFEIX is 0.85, 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
MNDIX vs. MFEIX - Dividend Comparison
MNDIX has not paid dividends to shareholders, while MFEIX's dividend yield for the trailing twelve months is around 16.72%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNDIX MFS New Discovery Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.09% | 20.76% | 9.22% | 7.01% | 23.11% | 9.34% | 2.24% | 0.00% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MNDIX vs. MFEIX - Drawdown Comparison
The maximum MNDIX drawdown since its inception was -62.02%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MNDIX and MFEIX.
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Drawdown Indicators
| MNDIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.02% | -72.24% | +10.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -17.30% | +3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -42.04% | -36.11% | -5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -42.04% | -36.11% | -5.93% |
Current DrawdownCurrent decline from peak | -16.33% | -14.14% | -2.19% |
Average DrawdownAverage peak-to-trough decline | -16.86% | -23.85% | +6.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 5.14% | -1.27% |
Volatility
MNDIX vs. MFEIX - Volatility Comparison
MFS New Discovery Fund (MNDIX) has a higher volatility of 8.96% compared to MFS Growth I (MFEIX) at 6.97%. This indicates that MNDIX's price experiences larger fluctuations and is considered to be riskier 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
| MNDIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.96% | 6.97% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 15.01% | 12.65% | +2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.00% | 21.85% | +2.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.73% | 21.93% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.98% | 21.20% | +0.78% |