EQNIX vs. IDIVX

In the year-to-date period, EQNIX achieves a -3.55% return, which is significantly higher than IDIVX's -6.69% return. Both investments have delivered pretty close results over the past 10 years, with EQNIX having a 6.53% annualized return and IDIVX not far behind at 6.40%.

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EQNIX has a 0.64% expense ratio, which is lower than IDIVX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Equity Income Fund (EQNIX) and Integrity Dividend Harvest Fund (IDIVX). 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.

The current EQNIX Sharpe Ratio is -0.26, which is lower than the IDIVX Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of EQNIX and IDIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQNIX's dividend yield for the trailing twelve months is around 2.52%, less than IDIVX's 3.22% yield.

The maximum EQNIX drawdown since its inception was -36.60%, which is greater than IDIVX's maximum drawdown of -33.38%. Use the drawdown chart below to compare losses from any high point for EQNIX and IDIVX. For additional features, visit the drawdowns tool.

The current volatility for MFS Equity Income Fund (EQNIX) is 6.51%, while Integrity Dividend Harvest Fund (IDIVX) has a volatility of 7.78%. This indicates that EQNIX experiences smaller price fluctuations and is considered to be less risky than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.