MRGAX vs. TRLGX

In the year-to-date period, MRGAX achieves a 1.86% return, which is significantly higher than TRLGX's 1.15% return. Over the past 10 years, MRGAX has underperformed TRLGX with an annualized return of 7.58%, while TRLGX has yielded a comparatively higher 10.90% annualized return.

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MRGAX has a 0.93% expense ratio, which is higher than TRLGX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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 TRLGX Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of MRGAX and TRLGX, 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%, while TRLGX has not paid dividends to shareholders.

The maximum MRGAX drawdown since its inception was -53.66%, roughly equal to the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for MRGAX and TRLGX. For additional features, visit the drawdowns tool.

The current volatility for MFS Core Equity Fund (MRGAX) is 5.48%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 6.64%. This indicates that MRGAX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.