CIF vs. FIQTX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and Fidelity Advisor High Income Advantage Fund Class Z (FIQTX).
CIF is a passively managed fund by MFS that tracks the performance of the Barclays U.S. High-Yield Corporate 2% Issuer Capped Index. It was launched on Jul 21, 1988. FIQTX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
CIF vs. FIQTX - Performance Comparison
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CIF vs. FIQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | -2.21% | 8.97% | 11.42% | 11.85% | -32.24% | 17.80% | 0.27% | 43.26% | -14.26% |
FIQTX Fidelity Advisor High Income Advantage Fund Class Z | 0.47% | 12.17% | 10.38% | 12.37% | -11.16% | 11.13% | 9.06% | 17.93% | -6.84% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly lower than FIQTX's 0.47% return.
CIF
- 1D
- 2.85%
- 1M
- -3.58%
- YTD
- -2.21%
- 6M
- -3.93%
- 1Y
- 5.70%
- 3Y*
- 9.56%
- 5Y*
- 0.78%
- 10Y*
- 6.17%
FIQTX
- 1D
- 1.21%
- 1M
- -1.84%
- YTD
- 0.47%
- 6M
- 1.90%
- 1Y
- 13.62%
- 3Y*
- 10.49%
- 5Y*
- 5.80%
- 10Y*
- —
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CIF vs. FIQTX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than FIQTX's 0.64% expense ratio.
Return for Risk
CIF vs. FIQTX — Risk / Return Rank
CIF
FIQTX
CIF vs. FIQTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and Fidelity Advisor High Income Advantage Fund Class Z (FIQTX). 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.
| CIF | FIQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 2.08 | -1.70 |
Sortino ratioReturn per unit of downside risk | 0.60 | 2.90 | -2.30 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.44 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 3.30 | -2.78 |
Martin ratioReturn relative to average drawdown | 1.92 | 14.47 | -12.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIF | FIQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.08 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.92 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.83 | -0.68 |
Correlation
The correlation between CIF and FIQTX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CIF vs. FIQTX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, more than FIQTX's 4.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | 10.96% | 10.46% | 10.23% | 10.02% | 11.22% | 8.40% | 9.01% | 8.63% | 11.71% | 9.16% | 9.91% | 10.05% |
FIQTX Fidelity Advisor High Income Advantage Fund Class Z | 4.44% | 4.83% | 5.06% | 4.79% | 7.43% | 5.01% | 3.80% | 4.61% | 2.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIF vs. FIQTX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than FIQTX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for CIF and FIQTX.
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Drawdown Indicators
| CIF | FIQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -28.49% | -40.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -4.34% | -5.34% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -15.16% | -29.76% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | — | — |
Current DrawdownCurrent decline from peak | -23.30% | -1.95% | -21.35% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -3.37% | -14.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.99% | +1.66% |
Volatility
CIF vs. FIQTX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to Fidelity Advisor High Income Advantage Fund Class Z (FIQTX) at 2.65%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than FIQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | FIQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 2.65% | +2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 4.31% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 6.72% | +6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 6.32% | +10.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 8.40% | +11.03% |