# MFS Research I (MRFIX)

> Source: Nexqual · https://nexqual.com/MRFIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, MFS Research I (MRFIX), nexqual.com/MRFIX" · informational, not investment advice.

**Price:** USD 63.39 (-0.60% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 63.77 · day 63.39–63.39 · 52w 54.3–68.55 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +8.4% vs S&P 500 +13.4%; 5Y +51.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +8.4% | +51.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.5% | +8.7% |
| Volatility (annualized) | 12.7% | 16.0% |
| Max drawdown | -9.6% (Jan 2026→Mar 2026) | -22.9% (Dec 2021→Sep 2022) |

## Peers
WICVX (Wasatch Small Cap Value Fund In) USD 9.94 +0.00% · AEPFX (EuroPacific Growth Fund, Class ) USD 59.85 +0.00% · JVMIX (John Hancock Fds III Discipline) USD 31.68 -0.00% · LSGRX (Loomis Sayles Funds  - Growth F) USD 33.23 +0.00% · MWTIX (Metropolitan West Total Return ) USD 8.77 -0.00%

## More
Full page: https://nexqual.com/MRFIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt