MRGAX vs. MFEIX
Compare and contrast key facts about MFS Core Equity Fund (MRGAX) and MFS Growth I (MFEIX).
MRGAX is managed by MFS. It was launched on Jan 2, 1996. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MRGAX vs. MFEIX - Performance Comparison
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MRGAX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRGAX MFS Core Equity Fund | -6.85% | 12.33% | 20.01% | 22.88% | -17.24% | 25.26% | 18.56% | 34.66% | -4.12% | 23.79% |
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, MRGAX achieves a -6.85% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MRGAX has underperformed MFEIX with an annualized return of 12.79%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MRGAX
- 1D
- -0.28%
- 1M
- -7.55%
- YTD
- -6.85%
- 6M
- -5.68%
- 1Y
- 9.53%
- 3Y*
- 13.48%
- 5Y*
- 8.62%
- 10Y*
- 12.79%
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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MRGAX vs. MFEIX - Expense Ratio Comparison
MRGAX has a 0.93% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MRGAX vs. MFEIX — Risk / Return Rank
MRGAX
MFEIX
MRGAX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) 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.
| MRGAX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.30 | +0.25 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.59 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.08 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.22 | +0.43 |
Martin ratioReturn relative to average drawdown | 2.80 | 0.74 | +2.06 |
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 | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.30 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.41 | +0.11 |
Correlation
The correlation between MRGAX 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
MRGAX vs. MFEIX - Dividend Comparison
MRGAX's dividend yield for the trailing twelve months is around 14.60%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRGAX MFS Core Equity Fund | 14.60% | 13.60% | 8.21% | 2.54% | 3.83% | 7.28% | 1.54% | 3.20% | 11.09% | 6.27% | 3.65% | 11.02% |
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
MRGAX vs. MFEIX - Drawdown Comparison
The maximum MRGAX drawdown since its inception was -54.04%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MRGAX and MFEIX.
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Drawdown Indicators
| MRGAX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.04% | -72.24% | +18.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -17.30% | +5.23% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -36.11% | +13.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -36.11% | +2.70% |
Current DrawdownCurrent decline from peak | -9.53% | -17.30% | +7.77% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -23.85% | +15.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.06% | -2.29% |
Volatility
MRGAX vs. MFEIX - Volatility Comparison
The current volatility for MFS Core Equity Fund (MRGAX) is 4.41%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MRGAX 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
| MRGAX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.58% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 12.05% | -2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 21.56% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 21.87% | -5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 21.16% | -3.39% |