MRGAX vs. GSPKX

In the year-to-date period, MRGAX achieves a 1.86% return, which is significantly higher than GSPKX's 0.56% return. Over the past 10 years, MRGAX has outperformed GSPKX with an annualized return of 7.58%, while GSPKX has yielded a comparatively lower 5.25% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MRGAX has a 0.93% expense ratio, which is higher than GSPKX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX). 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 MRGAX Sharpe Ratio is 0.14, which is lower than the GSPKX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of MRGAX and GSPKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MRGAX's dividend yield for the trailing twelve months is around 0.53%, less than GSPKX's 1.29% yield.

The maximum MRGAX drawdown since its inception was -53.66%, roughly equal to the maximum GSPKX drawdown of -55.29%. Use the drawdown chart below to compare losses from any high point for MRGAX and GSPKX. For additional features, visit the drawdowns tool.

MFS Core Equity Fund (MRGAX) and Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) have volatilities of 5.48% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.