MVCAX vs. FGSAX

In the year-to-date period, MVCAX achieves a 3.05% return, which is significantly lower than FGSAX's 30.63% return. Over the past 10 years, MVCAX has outperformed FGSAX with an annualized return of 7.62%, while FGSAX has yielded a comparatively lower 3.01% annualized return.

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MVCAX has a 1.02% expense ratio, which is lower than FGSAX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund (MVCAX) and Federated Hermes MDT Mid Cap Growth Fund (FGSAX). 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 MVCAX Sharpe Ratio is 0.24, which is lower than the FGSAX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of MVCAX and FGSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MVCAX nor FGSAX has paid dividends to shareholders.

The maximum MVCAX drawdown since its inception was -59.10%, smaller than the maximum FGSAX drawdown of -68.55%. Use the drawdown chart below to compare losses from any high point for MVCAX and FGSAX. For additional features, visit the drawdowns tool.

MFS Mid Cap Value Fund (MVCAX) has a higher volatility of 11.29% compared to Federated Hermes MDT Mid Cap Growth Fund (FGSAX) at 8.09%. This indicates that MVCAX's price experiences larger fluctuations and is considered to be riskier than FGSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.