MRGAX vs. VGHCX
Compare and contrast key facts about MFS Core Equity Fund (MRGAX) and Vanguard Health Care Fund Investor Shares (VGHCX).
MRGAX is managed by MFS. It was launched on Jan 2, 1996. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRGAX or VGHCX.
Correlation
The correlation between MRGAX and VGHCX is 0.76, 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.
Performance
MRGAX vs. VGHCX - Performance Comparison
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Key characteristics
MRGAX:
0.14
VGHCX:
-1.12
MRGAX:
0.31
VGHCX:
-1.42
MRGAX:
1.05
VGHCX:
0.80
MRGAX:
0.11
VGHCX:
-0.65
MRGAX:
0.31
VGHCX:
-1.32
MRGAX:
8.60%
VGHCX:
15.45%
MRGAX:
20.80%
VGHCX:
18.16%
MRGAX:
-53.66%
VGHCX:
-45.86%
MRGAX:
-9.61%
VGHCX:
-28.34%
Returns By Period
In the year-to-date period, MRGAX achieves a 1.86% return, which is significantly higher than VGHCX's -6.12% return. Over the past 10 years, MRGAX has outperformed VGHCX with an annualized return of 7.58%, while VGHCX has yielded a comparatively lower -2.21% annualized return.
MRGAX
1.86%
13.47%
-5.93%
2.82%
9.93%
9.91%
7.58%
VGHCX
-6.12%
0.93%
-15.14%
-20.17%
-4.33%
-2.83%
-2.21%
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MRGAX vs. VGHCX - Expense Ratio Comparison
MRGAX has a 0.93% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Risk-Adjusted Performance
MRGAX vs. VGHCX — Risk-Adjusted Performance Rank
MRGAX
VGHCX
MRGAX vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Core Equity Fund (MRGAX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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.
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Dividends
MRGAX vs. VGHCX - Dividend Comparison
MRGAX's dividend yield for the trailing twelve months is around 0.53%, less than VGHCX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRGAX MFS Core Equity Fund | 0.53% | 0.54% | 0.65% | 0.39% | 0.16% | 0.37% | 0.43% | 0.60% | 0.54% | 0.60% | 11.57% | 8.70% |
VGHCX Vanguard Health Care Fund Investor Shares | 1.00% | 0.99% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% |
Drawdowns
MRGAX vs. VGHCX - Drawdown Comparison
The maximum MRGAX drawdown since its inception was -53.66%, which is greater than VGHCX's maximum drawdown of -45.86%. Use the drawdown chart below to compare losses from any high point for MRGAX and VGHCX. For additional features, visit the drawdowns tool.
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Volatility
MRGAX vs. VGHCX - Volatility Comparison
The current volatility for MFS Core Equity Fund (MRGAX) is 5.48%, while Vanguard Health Care Fund Investor Shares (VGHCX) has a volatility of 7.80%. This indicates that MRGAX experiences smaller price fluctuations and is considered to be less risky than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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