MUSEX vs. MFEIX
Compare and contrast key facts about MFS Blended Research Core Equity Fund (MUSEX) and MFS Growth I (MFEIX).
MUSEX is managed by MFS. It was launched on Jan 14, 1994. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MUSEX vs. MFEIX - Performance Comparison
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MUSEX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | -6.06% | 16.10% | 25.17% | 28.30% | -16.02% | 29.24% | 15.47% | 28.80% | -7.82% | 18.95% |
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
In the year-to-date period, MUSEX achieves a -6.06% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MUSEX has underperformed MFEIX with an annualized return of 12.76%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MUSEX
- 1D
- -0.24%
- 1M
- -7.50%
- YTD
- -6.06%
- 6M
- -4.63%
- 1Y
- 14.03%
- 3Y*
- 18.00%
- 5Y*
- 11.85%
- 10Y*
- 12.76%
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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MUSEX vs. MFEIX - Expense Ratio Comparison
MUSEX has a 0.49% expense ratio, which is lower than MFEIX's 0.60% expense ratio.
Return for Risk
MUSEX vs. MFEIX — Risk / Return Rank
MUSEX
MFEIX
MUSEX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity Fund (MUSEX) 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.
| MUSEX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.30 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.59 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.08 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.22 | +0.76 |
Martin ratioReturn relative to average drawdown | 4.64 | 0.74 | +3.90 |
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
| MUSEX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.30 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.50 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.41 | +0.09 |
Correlation
The correlation between MUSEX and MFEIX is 0.87, 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
MUSEX vs. MFEIX - Dividend Comparison
MUSEX's dividend yield for the trailing twelve months is around 7.62%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | 7.62% | 7.15% | 10.44% | 3.91% | 9.26% | 16.18% | 7.12% | 5.19% | 11.98% | 2.04% | 1.20% | 3.32% |
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
MUSEX vs. MFEIX - Drawdown Comparison
The maximum MUSEX drawdown since its inception was -54.78%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MUSEX and MFEIX.
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Drawdown Indicators
| MUSEX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -72.24% | +17.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -17.30% | +4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -36.11% | +14.24% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -36.11% | +1.51% |
Current DrawdownCurrent decline from peak | -8.60% | -17.30% | +8.70% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -23.85% | +13.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 5.06% | -2.42% |
Volatility
MUSEX vs. MFEIX - Volatility Comparison
The current volatility for MFS Blended Research Core Equity Fund (MUSEX) is 4.51%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MUSEX experiences smaller price fluctuations and is considered to be less risky 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
| MUSEX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 5.58% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 12.05% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 21.56% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 21.87% | -4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 21.16% | -2.87% |