EQNIX vs. GSFTX
EQNIX (MFS Equity Income Fund) and GSFTX (Columbia Dividend Income Fund) are both mutual funds - EQNIX is a Dividend fund managed by MFS, while GSFTX is a Large Cap Value Equities fund managed by Columbia. Over the past 10 years, EQNIX returned 12.69%/yr vs 12.52%/yr for GSFTX. Their correlation of 0.93 means they have usually moved in the same direction. EQNIX charges 0.64%/yr vs 0.66%/yr for GSFTX.
Performance
EQNIX vs. GSFTX - Performance Comparison
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Returns By Period
In the year-to-date period, EQNIX achieves a 17.74% return, which is significantly higher than GSFTX's 12.19% return. Both investments have delivered pretty close results over the past 10 years, with EQNIX having a 12.69% annualized return and GSFTX not far behind at 12.52%.
EQNIX
- 1D
- 0.87%
- 1M
- 1.95%
- 6M
- 11.80%
- YTD
- 17.74%
- 1Y
- 28.31%
- 3Y*
- 17.45%
- 5Y*
- 12.33%
- 10Y*
- 12.69%
- ALL TIME*
- 12.46%
GSFTX
- 1D
- -0.02%
- 1M
- 0.72%
- 6M
- 7.79%
- YTD
- 12.19%
- 1Y
- 22.02%
- 3Y*
- 15.35%
- 5Y*
- 11.07%
- 10Y*
- 12.52%
- ALL TIME*
- 9.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EQNIX vs. GSFTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 17.74% | 16.90% | 12.89% | 16.23% | -6.97% | 26.35% | 8.59% | 25.72% | -7.55% | 19.34% |
GSFTX Columbia Dividend Income Fund | 12.19% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
Correlation
The correlation between EQNIX and GSFTX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.93 |
The correlation between EQNIX and GSFTX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
EQNIX vs. GSFTX — Risk / Return Rank
EQNIX
GSFTX
EQNIX vs. GSFTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Equity Income Fund (EQNIX) and Columbia Dividend Income Fund (GSFTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EQNIX | GSFTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.25 | 3.71 | -0.46 |
| Martin ratioReturn relative to average drawdown | 13.14 | 14.19 | -1.05 |
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Drawdowns
EQNIX vs. GSFTX - Drawdown Comparison
The maximum EQNIX drawdown since its inception was -36.60%, smaller than the maximum GSFTX drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for EQNIX and GSFTX.
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Drawdown Indicators
| EQNIX | GSFTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.60% | -47.69% | +11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -5.51% | -2.43% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -13.01% | -3.25% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -17.01% | -1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -32.76% | -3.84% |
Current DrawdownCurrent decline from peak | -0.43% | -1.20% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -6.34% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 1.45% | +0.52% |
Volatility
EQNIX vs. GSFTX - Volatility Comparison
MFS Equity Income Fund (EQNIX) and Columbia Dividend Income Fund (GSFTX) have volatilities of 2.53% and 2.43%, 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
| EQNIX | GSFTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 2.43% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 6.77% | +2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 9.22% | +2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 13.23% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 15.66% | +1.42% |
EQNIX vs. GSFTX - Expense Ratio Comparison
EQNIX has a 0.64% expense ratio, which is lower than GSFTX's 0.66% expense ratio.
Dividends
EQNIX vs. GSFTX - Dividend Comparison
EQNIX's dividend yield for the trailing twelve months is around 10.34%, more than GSFTX's 4.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 10.34% | 12.17% | 6.60% | 4.05% | 6.24% | 8.38% | 3.71% | 2.29% | 7.27% | 4.75% | 2.42% | 2.89% |
GSFTX Columbia Dividend Income Fund | 4.81% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
Frequently Asked Questions
EQNIX and GSFTX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EQNIX has higher volatility (2.53%) compared to GSFTX (2.43%). In terms of maximum drawdown, EQNIX dropped -36.60% vs GSFTX's -47.69%.
GSFTX currently has the higher Sharpe Ratio (2.22 vs 2.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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