CIF vs. MEIAX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and MFS Value Fund (MEIAX).
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. MEIAX is managed by MFS. It was launched on Jan 2, 1996.
Performance
CIF vs. MEIAX - Performance Comparison
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CIF vs. MEIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | -2.21% | 8.97% | 11.42% | 11.85% | -32.24% | 17.80% | 0.27% | 43.26% | -19.93% | 25.66% |
MEIAX MFS Value Fund | 1.01% | 12.97% | 11.60% | 7.92% | -6.25% | 25.11% | 3.71% | 29.73% | -10.11% | 16.97% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly lower than MEIAX's 1.01% return. Over the past 10 years, CIF has underperformed MEIAX with an annualized return of 6.17%, while MEIAX has yielded a comparatively higher 9.65% annualized return.
CIF
- 1D
- 2.85%
- 1M
- -3.86%
- YTD
- -2.21%
- 6M
- -3.39%
- 1Y
- 5.09%
- 3Y*
- 9.56%
- 5Y*
- 0.78%
- 10Y*
- 6.17%
MEIAX
- 1D
- 1.64%
- 1M
- -5.04%
- YTD
- 1.01%
- 6M
- 3.48%
- 1Y
- 10.10%
- 3Y*
- 11.75%
- 5Y*
- 8.09%
- 10Y*
- 9.65%
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CIF vs. MEIAX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than MEIAX's 0.80% expense ratio.
Return for Risk
CIF vs. MEIAX — Risk / Return Rank
CIF
MEIAX
CIF vs. MEIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and MFS Value Fund (MEIAX). 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 | MEIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.67 | -0.29 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.01 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.15 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.99 | -0.48 |
Martin ratioReturn relative to average drawdown | 1.92 | 4.36 | -2.44 |
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 | MEIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.67 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.58 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.58 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.58 | -0.42 |
Correlation
The correlation between CIF and MEIAX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CIF vs. MEIAX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, more than MEIAX's 9.44% 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% |
MEIAX MFS Value Fund | 9.44% | 9.34% | 9.10% | 8.21% | 7.36% | 3.10% | 2.42% | 2.97% | 3.36% | 3.87% | 2.84% | 5.73% |
Drawdowns
CIF vs. MEIAX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than MEIAX's maximum drawdown of -52.85%. Use the drawdown chart below to compare losses from any high point for CIF and MEIAX.
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Drawdown Indicators
| CIF | MEIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -52.85% | -16.38% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -11.10% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -17.72% | -27.20% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | -36.71% | -8.53% |
Current DrawdownCurrent decline from peak | -23.30% | -5.04% | -18.26% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -6.57% | -11.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.53% | +0.12% |
Volatility
CIF vs. MEIAX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to MFS Value Fund (MEIAX) at 3.64%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | MEIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.64% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 7.85% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 14.83% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 13.91% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 16.55% | +2.88% |