Correlation
The correlation between RAFGX and MEIKX is 0.88, 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.
RAFGX vs. MEIKX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and MFS Value Fund (MEIKX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. MEIKX is managed by MFS. It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAFGX or MEIKX.
Performance
RAFGX vs. MEIKX - Performance Comparison
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Key characteristics
RAFGX:
0.67
MEIKX:
0.68
RAFGX:
0.93
MEIKX:
0.98
RAFGX:
1.13
MEIKX:
1.14
RAFGX:
0.61
MEIKX:
0.74
RAFGX:
2.22
MEIKX:
2.74
RAFGX:
5.39%
MEIKX:
3.56%
RAFGX:
21.09%
MEIKX:
15.25%
RAFGX:
-35.07%
MEIKX:
-36.68%
RAFGX:
-3.13%
MEIKX:
-2.22%
Returns By Period
In the year-to-date period, RAFGX achieves a 1.71% return, which is significantly lower than MEIKX's 4.43% return. Over the past 10 years, RAFGX has outperformed MEIKX with an annualized return of 11.01%, while MEIKX has yielded a comparatively lower 9.10% annualized return.
RAFGX
1.71%
6.28%
0.01%
13.44%
14.92%
12.10%
11.01%
MEIKX
4.43%
3.50%
-2.22%
8.47%
8.22%
12.16%
9.10%
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RAFGX vs. MEIKX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
RAFGX vs. MEIKX — Risk-Adjusted Performance Rank
RAFGX
MEIKX
RAFGX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) and MFS Value Fund (MEIKX). 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.
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Dividends
RAFGX vs. MEIKX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 8.12%, less than MEIKX's 9.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 8.12% | 8.26% | 3.74% | 7.36% | 5.83% | 5.54% | 5.10% | 11.07% | 5.58% | 4.09% | 8.78% | 9.57% |
MEIKX MFS Value Fund | 9.18% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.67% | 3.84% | 6.12% | 4.99% |
Drawdowns
RAFGX vs. MEIKX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, roughly equal to the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for RAFGX and MEIKX.
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Volatility
RAFGX vs. MEIKX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 5.47% compared to MFS Value Fund (MEIKX) at 4.07%. This indicates that RAFGX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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