VGHCX vs. MRGAX
Compare and contrast key facts about Vanguard Health Care Fund Investor Shares (VGHCX) and MFS Core Equity Fund (MRGAX).
VGHCX is managed by Vanguard. It was launched on May 23, 1984. MRGAX is managed by MFS. It was launched on Jan 2, 1996.
Performance
VGHCX vs. MRGAX - Performance Comparison
Loading graphics...
VGHCX vs. MRGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
MRGAX MFS Core Equity Fund | -6.85% | 12.33% | 20.01% | 22.88% | -17.24% | 25.26% | 18.56% | 34.66% | -4.12% | 23.79% |
Returns By Period
In the year-to-date period, VGHCX achieves a -5.90% return, which is significantly higher than MRGAX's -6.85% return. Over the past 10 years, VGHCX has underperformed MRGAX with an annualized return of 9.25%, while MRGAX has yielded a comparatively higher 12.79% annualized return.
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
MRGAX
- 1D
- -0.28%
- 1M
- -7.55%
- YTD
- -6.85%
- 6M
- -5.68%
- 1Y
- 9.53%
- 3Y*
- 13.48%
- 5Y*
- 8.62%
- 10Y*
- 12.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGHCX vs. MRGAX - Expense Ratio Comparison
VGHCX has a 0.30% expense ratio, which is lower than MRGAX's 0.93% expense ratio.
Return for Risk
VGHCX vs. MRGAX — Risk / Return Rank
VGHCX
MRGAX
VGHCX vs. MRGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Fund Investor Shares (VGHCX) and MFS Core Equity Fund (MRGAX). 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.
| VGHCX | MRGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.55 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.91 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.13 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.64 | +0.50 |
Martin ratioReturn relative to average drawdown | 2.80 | 2.80 | 0.00 |
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
| VGHCX | MRGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.55 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.52 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.72 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.52 | +0.41 |
Correlation
The correlation between VGHCX and MRGAX is 0.76, 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
VGHCX vs. MRGAX - Dividend Comparison
VGHCX's dividend yield for the trailing twelve months is around 7.02%, less than MRGAX's 14.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
MRGAX MFS Core Equity Fund | 14.60% | 13.60% | 8.21% | 2.54% | 3.83% | 7.28% | 1.54% | 3.20% | 11.09% | 6.27% | 3.65% | 11.02% |
Drawdowns
VGHCX vs. MRGAX - Drawdown Comparison
The maximum VGHCX drawdown since its inception was -36.93%, smaller than the maximum MRGAX drawdown of -54.04%. Use the drawdown chart below to compare losses from any high point for VGHCX and MRGAX.
Loading graphics...
Drawdown Indicators
| VGHCX | MRGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -54.04% | +17.11% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -12.07% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -16.95% | -23.08% | +6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -27.18% | -33.41% | +6.23% |
Current DrawdownCurrent decline from peak | -8.80% | -9.53% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -8.31% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 2.77% | +1.14% |
Volatility
VGHCX vs. MRGAX - Volatility Comparison
Vanguard Health Care Fund Investor Shares (VGHCX) has a higher volatility of 4.82% compared to MFS Core Equity Fund (MRGAX) at 4.41%. This indicates that VGHCX's price experiences larger fluctuations and is considered to be riskier than MRGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VGHCX | MRGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 4.41% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 9.19% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.43% | 18.09% | -0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 16.75% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.62% | 17.77% | -0.15% |