MRGAX vs. MFEKX
Compare and contrast key facts about MFS Core Equity Fund (MRGAX) and MFS Growth R6 (MFEKX).
MRGAX is managed by MFS. It was launched on Jan 2, 1996. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
MRGAX vs. MFEKX - Performance Comparison
Loading graphics...
MRGAX vs. MFEKX - 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% |
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, MRGAX achieves a -6.85% return, which is significantly higher than MFEKX's -13.60% return. Over the past 10 years, MRGAX has underperformed MFEKX with an annualized return of 12.79%, while MFEKX has yielded a comparatively higher 15.54% 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%
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MRGAX vs. MFEKX - Expense Ratio Comparison
MRGAX has a 0.93% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
MRGAX vs. MFEKX — Risk / Return Rank
MRGAX
MFEKX
MRGAX vs. MFEKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and MFS Growth R6 (MFEKX). 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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.31 | +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 | +0.42 |
Martin ratioReturn relative to average drawdown | 2.80 | 0.76 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MRGAX | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.31 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.74 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.80 | -0.28 |
Correlation
The correlation between MRGAX and MFEKX is 0.92, 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. MFEKX - Dividend Comparison
MRGAX's dividend yield for the trailing twelve months is around 14.60%, less than MFEKX's 17.15% 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% |
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
MRGAX vs. MFEKX - Drawdown Comparison
The maximum MRGAX drawdown since its inception was -54.04%, which is greater than MFEKX's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for MRGAX and MFEKX.
Loading graphics...
Drawdown Indicators
| MRGAX | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.04% | -36.06% | -17.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -17.27% | +5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -36.06% | +12.98% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -36.06% | +2.65% |
Current DrawdownCurrent decline from peak | -9.53% | -17.27% | +7.74% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -5.66% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.05% | -2.28% |
Volatility
MRGAX vs. MFEKX - Volatility Comparison
The current volatility for MFS Core Equity Fund (MRGAX) is 4.41%, while MFS Growth R6 (MFEKX) has a volatility of 5.57%. This indicates that MRGAX experiences smaller price fluctuations and is considered to be less risky than MFEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MRGAX | MFEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.57% | -1.16% |
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% | 21.86% | -5.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.77% | 21.12% | -3.35% |