EQNIX vs. MFEIX
Compare and contrast key facts about MFS Equity Income Fund (EQNIX) and MFS Growth I (MFEIX).
EQNIX is managed by MFS. It was launched on Sep 27, 2012. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
EQNIX vs. MFEIX - Performance Comparison
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EQNIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 0.37% | 16.90% | 12.89% | 16.23% | -6.97% | 26.35% | 8.59% | 25.72% | -7.55% | 19.34% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, EQNIX achieves a 0.37% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, EQNIX has underperformed MFEIX with an annualized return of 11.47%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
EQNIX
- 1D
- -0.14%
- 1M
- -6.92%
- YTD
- 0.37%
- 6M
- 2.65%
- 1Y
- 16.88%
- 3Y*
- 14.50%
- 5Y*
- 10.67%
- 10Y*
- 11.47%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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EQNIX vs. MFEIX - Expense Ratio Comparison
EQNIX has a 0.64% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
EQNIX vs. MFEIX — Risk / Return Rank
EQNIX
MFEIX
EQNIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Equity Income Fund (EQNIX) and MFS Growth I (MFEIX). 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.
| EQNIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.30 | +0.77 |
Sortino ratioReturn per unit of downside risk | 1.55 | 0.59 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.08 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 0.22 | +1.05 |
Martin ratioReturn relative to average drawdown | 5.78 | 0.74 | +5.05 |
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
| EQNIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.30 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.50 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.73 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.41 | +0.30 |
Correlation
The correlation between EQNIX and MFEIX is 0.78, 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.
Dividends
EQNIX vs. MFEIX - Dividend Comparison
EQNIX's dividend yield for the trailing twelve months is around 12.13%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 12.13% | 12.17% | 6.60% | 4.05% | 6.24% | 8.38% | 3.71% | 2.29% | 7.27% | 4.75% | 2.42% | 2.89% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
EQNIX vs. MFEIX - Drawdown Comparison
The maximum EQNIX drawdown since its inception was -36.60%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for EQNIX and MFEIX.
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Drawdown Indicators
| EQNIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.60% | -72.24% | +35.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -17.30% | +4.60% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -36.11% | +17.47% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -36.11% | -0.49% |
Current DrawdownCurrent decline from peak | -7.94% | -17.30% | +9.36% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -23.85% | +20.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 5.06% | -2.28% |
Volatility
EQNIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Equity Income Fund (EQNIX) is 4.40%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that EQNIX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EQNIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 5.58% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 12.05% | -3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 21.56% | -4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.86% | 21.87% | -7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 21.16% | -4.05% |