MRGAX vs. MFEGX
Compare and contrast key facts about MFS Core Equity Fund (MRGAX) and MFS Growth Fund Class A (MFEGX).
MRGAX is managed by MFS. It was launched on Jan 2, 1996. MFEGX is a passively managed fund by MFS that tracks the performance of the Russell 1000® Growth Index. It was launched on Dec 29, 1986.
Performance
MRGAX vs. MFEGX - Performance Comparison
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MRGAX vs. MFEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRGAX MFS Core Equity Fund | -4.08% | 12.33% | 20.01% | 22.88% | -17.24% | 25.26% | 18.56% | 34.66% | -4.12% | 23.79% |
MFEGX MFS Growth Fund Class A | -10.37% | 12.06% | 51.46% | 35.81% | -31.31% | 23.28% | 36.29% | 37.35% | 2.04% | 30.52% |
Returns By Period
In the year-to-date period, MRGAX achieves a -4.08% return, which is significantly higher than MFEGX's -10.37% return. Over the past 10 years, MRGAX has underperformed MFEGX with an annualized return of 13.12%, while MFEGX has yielded a comparatively higher 16.19% annualized return.
MRGAX
- 1D
- 2.97%
- 1M
- -5.05%
- YTD
- -4.08%
- 6M
- -3.09%
- 1Y
- 12.46%
- 3Y*
- 14.59%
- 5Y*
- 8.97%
- 10Y*
- 13.12%
MFEGX
- 1D
- 3.82%
- 1M
- -5.76%
- YTD
- -10.37%
- 6M
- -11.07%
- 1Y
- 9.34%
- 3Y*
- 23.14%
- 5Y*
- 11.31%
- 10Y*
- 16.19%
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MRGAX vs. MFEGX - Expense Ratio Comparison
MRGAX has a 0.93% expense ratio, which is higher than MFEGX's 0.83% expense ratio.
Return for Risk
MRGAX vs. MFEGX — Risk / Return Rank
MRGAX
MFEGX
MRGAX vs. MFEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and MFS Growth Fund Class A (MFEGX). 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.
| MRGAX | MFEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.47 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.12 | 0.83 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.59 | +0.50 |
Martin ratioReturn relative to average drawdown | 4.72 | 2.00 | +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
| MRGAX | MFEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.47 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between MRGAX and MFEGX 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
MRGAX vs. MFEGX - Dividend Comparison
MRGAX's dividend yield for the trailing twelve months is around 14.18%, less than MFEGX's 18.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRGAX MFS Core Equity Fund | 14.18% | 13.60% | 8.21% | 2.54% | 3.83% | 7.28% | 1.54% | 3.20% | 11.09% | 6.27% | 3.65% | 11.02% |
MFEGX MFS Growth Fund Class A | 18.83% | 16.88% | 28.04% | 5.30% | 1.14% | 2.98% | 7.45% | 1.68% | 3.96% | 2.65% | 1.68% | 3.84% |
Drawdowns
MRGAX vs. MFEGX - Drawdown Comparison
The maximum MRGAX drawdown since its inception was -54.04%, smaller than the maximum MFEGX drawdown of -72.42%. Use the drawdown chart below to compare losses from any high point for MRGAX and MFEGX.
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Drawdown Indicators
| MRGAX | MFEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.04% | -72.42% | +18.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -17.39% | +5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -36.27% | +13.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -36.27% | +2.86% |
Current DrawdownCurrent decline from peak | -6.84% | -14.23% | +7.39% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -22.32% | +14.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 5.17% | -2.37% |
Volatility
MRGAX vs. MFEGX - Volatility Comparison
The current volatility for MFS Core Equity Fund (MRGAX) is 5.48%, while MFS Growth Fund Class A (MFEGX) has a volatility of 6.97%. This indicates that MRGAX experiences smaller price fluctuations and is considered to be less risky than MFEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRGAX | MFEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 6.97% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 12.64% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 21.85% | -3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 22.14% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.79% | 21.30% | -3.51% |