PGIIX vs. MVGIX
Compare and contrast key facts about Polen Global Growth Fund (PGIIX) and MFS Low Volatility Global Equity Fund (MVGIX).
PGIIX is managed by Polen Capital. It was launched on Dec 29, 2014. MVGIX is managed by MFS. It was launched on Dec 4, 2013.
Performance
PGIIX vs. MVGIX - Performance Comparison
Loading graphics...
PGIIX vs. MVGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | -15.16% | 1.91% | 16.43% | 31.09% | -31.20% | 17.43% | 23.67% | 35.47% | 2.48% | 31.52% |
MVGIX MFS Low Volatility Global Equity Fund | 0.12% | 16.30% | 12.64% | 13.71% | -8.21% | 16.84% | 5.47% | 20.59% | -2.40% | 18.49% |
Returns By Period
In the year-to-date period, PGIIX achieves a -15.16% return, which is significantly lower than MVGIX's 0.12% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: PGIIX at 9.14% and MVGIX at 9.14%.
PGIIX
- 1D
- 3.23%
- 1M
- -6.40%
- YTD
- -15.16%
- 6M
- -17.87%
- 1Y
- -8.90%
- 3Y*
- 5.79%
- 5Y*
- 0.62%
- 10Y*
- 9.14%
MVGIX
- 1D
- 1.58%
- 1M
- -6.33%
- YTD
- 0.12%
- 6M
- 1.84%
- 1Y
- 12.29%
- 3Y*
- 12.77%
- 5Y*
- 9.09%
- 10Y*
- 9.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PGIIX vs. MVGIX - Expense Ratio Comparison
PGIIX has a 0.99% expense ratio, which is higher than MVGIX's 0.74% expense ratio.
Return for Risk
PGIIX vs. MVGIX — Risk / Return Rank
PGIIX
MVGIX
PGIIX vs. MVGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Global Growth Fund (PGIIX) and MFS Low Volatility Global Equity Fund (MVGIX). 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.
| PGIIX | MVGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 1.18 | -1.61 |
Sortino ratioReturn per unit of downside risk | -0.51 | 1.64 | -2.16 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.24 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 1.48 | -1.94 |
Martin ratioReturn relative to average drawdown | -1.41 | 6.28 | -7.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PGIIX | MVGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 1.18 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.87 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.74 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.73 | -0.24 |
Correlation
The correlation between PGIIX and MVGIX is 0.77, 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
PGIIX vs. MVGIX - Dividend Comparison
PGIIX's dividend yield for the trailing twelve months is around 25.48%, more than MVGIX's 10.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | 25.48% | 21.62% | 7.45% | 0.00% | 1.15% | 2.48% | 0.00% | 0.04% | 1.93% | 0.00% | 0.05% | 0.09% |
MVGIX MFS Low Volatility Global Equity Fund | 10.93% | 10.94% | 7.84% | 1.88% | 3.98% | 9.43% | 1.55% | 2.79% | 4.98% | 1.95% | 1.60% | 1.94% |
Drawdowns
PGIIX vs. MVGIX - Drawdown Comparison
The maximum PGIIX drawdown since its inception was -37.09%, which is greater than MVGIX's maximum drawdown of -30.19%. Use the drawdown chart below to compare losses from any high point for PGIIX and MVGIX.
Loading graphics...
Drawdown Indicators
| PGIIX | MVGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.09% | -30.19% | -6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -22.38% | -8.65% | -13.73% |
Max Drawdown (5Y)Largest decline over 5 years | -37.09% | -18.01% | -19.08% |
Max Drawdown (10Y)Largest decline over 10 years | -37.09% | -30.19% | -6.90% |
Current DrawdownCurrent decline from peak | -19.74% | -6.99% | -12.75% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -2.89% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.30% | 2.04% | +5.26% |
Volatility
PGIIX vs. MVGIX - Volatility Comparison
Polen Global Growth Fund (PGIIX) has a higher volatility of 6.94% compared to MFS Low Volatility Global Equity Fund (MVGIX) at 3.77%. This indicates that PGIIX's price experiences larger fluctuations and is considered to be riskier than MVGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PGIIX | MVGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.94% | 3.77% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | 5.94% | +6.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.98% | 10.60% | +10.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 10.54% | +8.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.17% | 12.39% | +6.78% |