EQNIX vs. IDIVX
Compare and contrast key facts about MFS Equity Income Fund (EQNIX) and Integrity Dividend Harvest Fund (IDIVX).
EQNIX is managed by MFS. It was launched on Sep 27, 2012. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQNIX or IDIVX.
Key characteristics
| EQNIX | IDIVX | |
|---|---|---|
| YTD Return | 16.97% | 22.58% |
| 1Y Return | 29.47% | 35.43% |
| 3Y Return (Ann) | 8.67% | 11.19% |
| 5Y Return (Ann) | 12.96% | 9.83% |
| 10Y Return (Ann) | 10.45% | 7.54% |
| Sharpe Ratio | 2.66 | 3.39 |
| Sortino Ratio | 3.64 | 4.72 |
| Omega Ratio | 1.49 | 1.61 |
| Calmar Ratio | 4.07 | 3.89 |
| Martin Ratio | 16.63 | 26.13 |
| Ulcer Index | 1.76% | 1.34% |
| Daily Std Dev | 11.00% | 10.33% |
| Max Drawdown | -36.60% | -33.38% |
| Current Drawdown | -0.70% | -1.61% |
Correlation
The correlation between EQNIX and IDIVX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EQNIX vs. IDIVX - Performance Comparison
In the year-to-date period, EQNIX achieves a 16.97% return, which is significantly lower than IDIVX's 22.58% return. Over the past 10 years, EQNIX has outperformed IDIVX with an annualized return of 10.45%, while IDIVX has yielded a comparatively lower 7.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EQNIX vs. IDIVX - Expense Ratio Comparison
EQNIX has a 0.64% expense ratio, which is lower than IDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
EQNIX vs. IDIVX - Risk-Adjusted Performance Comparison
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.
Dividends
EQNIX vs. IDIVX - Dividend Comparison
EQNIX's dividend yield for the trailing twelve months is around 1.92%, less than IDIVX's 2.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 1.92% | 1.86% | 2.03% | 1.85% | 2.03% | 2.08% | 2.60% | 2.24% | 2.42% | 3.33% | 4.14% | 2.84% |
IDIVX Integrity Dividend Harvest Fund | 2.69% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
Drawdowns
EQNIX vs. IDIVX - Drawdown Comparison
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.
Volatility
EQNIX vs. IDIVX - Volatility Comparison
MFS Equity Income Fund (EQNIX) has a higher volatility of 3.31% compared to Integrity Dividend Harvest Fund (IDIVX) at 2.66%. This indicates that EQNIX's price experiences larger fluctuations and is considered to be riskier than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.