MRGAX vs. MIEIX
Compare and contrast key facts about MFS Core Equity Fund (MRGAX) and MFS International Equity Fund Class R6 (MIEIX).
MRGAX is managed by MFS. It was launched on Jan 2, 1996. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Performance
MRGAX vs. MIEIX - Performance Comparison
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MRGAX vs. MIEIX - 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% |
MIEIX MFS International Equity Fund Class R6 | -3.84% | 23.22% | 4.13% | 19.06% | -14.82% | 15.13% | 11.11% | 28.42% | -10.66% | 28.01% |
Returns By Period
In the year-to-date period, MRGAX achieves a -4.08% return, which is significantly lower than MIEIX's -3.84% return. Over the past 10 years, MRGAX has outperformed MIEIX with an annualized return of 13.12%, while MIEIX has yielded a comparatively lower 9.35% 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%
MIEIX
- 1D
- 2.90%
- 1M
- -6.16%
- YTD
- -3.84%
- 6M
- -1.01%
- 1Y
- 10.82%
- 3Y*
- 10.14%
- 5Y*
- 7.09%
- 10Y*
- 9.35%
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MRGAX vs. MIEIX - Expense Ratio Comparison
MRGAX has a 0.93% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Return for Risk
MRGAX vs. MIEIX — Risk / Return Rank
MRGAX
MIEIX
MRGAX vs. MIEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and MFS International Equity Fund Class R6 (MIEIX). 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 | MIEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.74 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.05 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.87 | +0.22 |
Martin ratioReturn relative to average drawdown | 4.72 | 3.23 | +1.49 |
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 | MIEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.74 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.47 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.59 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.45 | +0.07 |
Correlation
The correlation between MRGAX and MIEIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MRGAX vs. MIEIX - Dividend Comparison
MRGAX's dividend yield for the trailing twelve months is around 14.18%, more than MIEIX's 2.79% 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% |
MIEIX MFS International Equity Fund Class R6 | 2.79% | 2.68% | 1.47% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% |
Drawdowns
MRGAX vs. MIEIX - Drawdown Comparison
The maximum MRGAX drawdown since its inception was -54.04%, roughly equal to the maximum MIEIX drawdown of -53.13%. Use the drawdown chart below to compare losses from any high point for MRGAX and MIEIX.
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Drawdown Indicators
| MRGAX | MIEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.04% | -53.13% | -0.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -11.26% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -28.07% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -31.35% | -2.06% |
Current DrawdownCurrent decline from peak | -6.84% | -8.25% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -9.01% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.04% | -0.24% |
Volatility
MRGAX vs. MIEIX - Volatility Comparison
The current volatility for MFS Core Equity Fund (MRGAX) is 5.48%, while MFS International Equity Fund Class R6 (MIEIX) has a volatility of 6.65%. This indicates that MRGAX experiences smaller price fluctuations and is considered to be less risky than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRGAX | MIEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 6.65% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.66% | 9.84% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 15.13% | +3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.80% | 15.29% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.79% | 15.92% | +1.87% |