MTCIX vs. MFEIX
Compare and contrast key facts about MFS Technology Fund (MTCIX) and MFS Growth I (MFEIX).
MTCIX is managed by MFS. It was launched on Jan 1, 1997. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MTCIX vs. MFEIX - Performance Comparison
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MTCIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | -14.15% | 16.39% | 56.76% | 54.42% | -36.18% | 14.11% | 46.45% | 38.84% | 1.85% | 38.78% |
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
The year-to-date returns for both investments are quite close, with MTCIX having a -14.15% return and MFEIX slightly higher at -13.62%. Over the past 10 years, MTCIX has outperformed MFEIX with an annualized return of 18.56%, while MFEIX has yielded a comparatively lower 15.44% annualized return.
MTCIX
- 1D
- -1.17%
- 1M
- -9.04%
- YTD
- -14.15%
- 6M
- -11.52%
- 1Y
- 13.36%
- 3Y*
- 27.60%
- 5Y*
- 12.01%
- 10Y*
- 18.56%
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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MTCIX vs. MFEIX - Expense Ratio Comparison
MTCIX has a 0.88% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MTCIX vs. MFEIX — Risk / Return Rank
MTCIX
MFEIX
MTCIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) 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.
| MTCIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.30 | +0.21 |
Sortino ratioReturn per unit of downside risk | 0.91 | 0.59 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.22 | +0.32 |
Martin ratioReturn relative to average drawdown | 1.80 | 0.74 | +1.06 |
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
| MTCIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.30 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.73 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.41 | -0.06 |
Correlation
The correlation between MTCIX and MFEIX is 0.93, 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
MTCIX vs. MFEIX - Dividend Comparison
MTCIX's dividend yield for the trailing twelve months is around 15.97%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | 15.97% | 13.71% | 26.78% | 9.66% | 10.35% | 11.58% | 4.97% | 3.87% | 4.97% | 3.51% | 1.84% | 3.62% |
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
MTCIX vs. MFEIX - Drawdown Comparison
The maximum MTCIX drawdown since its inception was -82.78%, which is greater than MFEIX's maximum drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MTCIX and MFEIX.
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Drawdown Indicators
| MTCIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.78% | -72.24% | -10.54% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -17.30% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -36.11% | -6.63% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -36.11% | -6.63% |
Current DrawdownCurrent decline from peak | -18.59% | -17.30% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -30.02% | -23.85% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 5.06% | +0.46% |
Volatility
MTCIX vs. MFEIX - Volatility Comparison
MFS Technology Fund (MTCIX) has a higher volatility of 6.97% compared to MFS Growth I (MFEIX) at 5.58%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier 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
| MTCIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.58% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 16.00% | 12.05% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 21.56% | +4.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 21.87% | +3.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 21.16% | +2.75% |