RAFGX vs. MVCKX
RAFGX (American Funds AMCAP Fund Class R-6) and MVCKX (MFS Mid Cap Value Fund Class R6) are both mutual funds - RAFGX is a Large Cap Growth Equities fund managed by American Funds, while MVCKX is a Mid Cap Value Equities fund actively managed by MFS. Over the past 10 years, RAFGX returned 12.76%/yr vs 9.88%/yr for MVCKX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. RAFGX charges 0.33%/yr vs 0.62%/yr for MVCKX.
Performance
RAFGX vs. MVCKX - Performance Comparison
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Returns By Period
In the year-to-date period, RAFGX achieves a 4.96% return, which is significantly lower than MVCKX's 14.98% return. Over the past 10 years, RAFGX has outperformed MVCKX with an annualized return of 12.76%, while MVCKX has yielded a comparatively lower 9.88% annualized return.
RAFGX
- 1D
- 1.85%
- 1M
- -1.03%
- 6M
- 4.26%
- YTD
- 4.96%
- 1Y
- 13.57%
- 3Y*
- 17.06%
- 5Y*
- 8.75%
- 10Y*
- 12.76%
- ALL TIME*
- 12.63%
MVCKX
- 1D
- -0.28%
- 1M
- 1.18%
- 6M
- 10.08%
- YTD
- 14.98%
- 1Y
- 21.27%
- 3Y*
- 10.53%
- 5Y*
- 8.07%
- 10Y*
- 9.88%
- ALL TIME*
- 9.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RAFGX vs. MVCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 4.96% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
MVCKX MFS Mid Cap Value Fund Class R6 | 14.98% | 6.47% | 6.80% | 12.92% | -8.62% | 30.93% | 4.40% | 31.11% | -11.35% | 13.83% |
Correlation
The correlation between RAFGX and MVCKX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.79 |
Over the past year, the correlation between RAFGX and MVCKX has dropped to 0.56 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
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Return for Risk
RAFGX vs. MVCKX — Risk / Return Rank
RAFGX
MVCKX
RAFGX vs. MVCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) and MFS Mid Cap Value Fund Class R6 (MVCKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RAFGX | MVCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 2.13 | -1.30 |
| Martin ratioReturn relative to average drawdown | 3.23 | 7.41 | -4.19 |
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Drawdowns
RAFGX vs. MVCKX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, smaller than the maximum MVCKX drawdown of -42.75%. Use the drawdown chart below to compare losses from any high point for RAFGX and MVCKX.
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Drawdown Indicators
| RAFGX | MVCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -42.75% | +7.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -9.36% | -4.76% |
Max Drawdown (3Y)Largest decline over 3 years | -19.67% | -25.96% | +6.29% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -25.96% | -9.11% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -42.75% | +7.68% |
Current DrawdownCurrent decline from peak | -2.20% | -1.64% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -5.20% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 2.69% | +0.96% |
Volatility
RAFGX vs. MVCKX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) has a higher volatility of 4.25% compared to MFS Mid Cap Value Fund Class R6 (MVCKX) at 3.36%. This indicates that RAFGX's price experiences larger fluctuations and is considered to be riskier than MVCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RAFGX | MVCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.36% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 9.74% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.82% | 13.42% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.44% | 17.44% | +2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.77% | 19.32% | -0.55% |
RAFGX vs. MVCKX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than MVCKX's 0.62% expense ratio.
Dividends
RAFGX vs. MVCKX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 12.29%, more than MVCKX's 7.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | 7.19% | 8.27% | 3.87% | 3.00% | 5.44% | 5.88% | 1.12% | 2.32% | 6.65% | 3.68% | 0.06% | 4.87% |
RAFGX American Funds AMCAP Fund Class R-6 | 12.29% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
Frequently Asked Questions
RAFGX and MVCKX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RAFGX has higher volatility (4.25%) compared to MVCKX (3.36%). In terms of maximum drawdown, RAFGX dropped -35.07% vs MVCKX's -42.75%.
MVCKX currently has the higher Sharpe Ratio (1.49 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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