CIF vs. MFEKX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and MFS Growth R6 (MFEKX).
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. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
CIF vs. MFEKX - Performance Comparison
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CIF vs. MFEKX - 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% |
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly higher than MFEKX's -13.60% return. Over the past 10 years, CIF has underperformed MFEKX with an annualized return of 6.17%, while MFEKX has yielded a comparatively higher 15.54% 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%
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
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CIF vs. MFEKX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
CIF vs. MFEKX — Risk / Return Rank
CIF
MFEKX
CIF vs. MFEKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and MFS Growth R6 (MFEKX). 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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.31 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.59 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.08 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.22 | +0.29 |
Martin ratioReturn relative to average drawdown | 1.92 | 0.76 | +1.16 |
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 | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.31 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.50 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.74 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.80 | -0.64 |
Correlation
The correlation between CIF and MFEKX is 0.29, 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. MFEKX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, less than MFEKX's 17.15% 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% |
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
CIF vs. MFEKX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than MFEKX's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for CIF and MFEKX.
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Drawdown Indicators
| CIF | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -36.06% | -33.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -17.27% | +7.59% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -36.06% | -8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | -36.06% | -9.18% |
Current DrawdownCurrent decline from peak | -23.30% | -17.27% | -6.03% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -5.66% | -12.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 5.05% | -2.40% |
Volatility
CIF vs. MFEKX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) and MFS Growth R6 (MFEKX) have volatilities of 5.35% and 5.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | MFEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.57% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 12.05% | -4.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 21.56% | -8.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 21.86% | -5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 21.12% | -1.69% |