POGAX vs. MEGBX

In the year-to-date period, POGAX achieves a 36.33% return, which is significantly higher than MEGBX's 11.70% return. Over the past 10 years, POGAX has outperformed MEGBX with an annualized return of 12.59%, while MEGBX has yielded a comparatively lower 8.34% annualized return.

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POGAX has a 0.99% expense ratio, which is lower than MEGBX's 1.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) and MFS Growth Fund (MEGBX). 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 POGAX Sharpe Ratio is 2.02, which is higher than the MEGBX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of POGAX and MEGBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POGAX's dividend yield for the trailing twelve months is around 4.48%, while MEGBX has not paid dividends to shareholders.

The maximum POGAX drawdown since its inception was -76.55%, which is greater than MEGBX's maximum drawdown of -72.59%. Use the drawdown chart below to compare losses from any high point for POGAX and MEGBX. For additional features, visit the drawdowns tool.

The current volatility for Putnam Growth Opportunities Fund (POGAX) is 5.30%, while MFS Growth Fund (MEGBX) has a volatility of 19.08%. This indicates that POGAX experiences smaller price fluctuations and is considered to be less risky than MEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.