IDIVX vs. EQNIX
Compare and contrast key facts about Integrity Dividend Harvest Fund (IDIVX) and MFS Equity Income Fund (EQNIX).
IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012. EQNIX is managed by MFS. It was launched on Sep 27, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDIVX or EQNIX.
Correlation
The correlation between IDIVX and EQNIX 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
IDIVX vs. EQNIX - Performance Comparison
Key characteristics
IDIVX:
1.20
EQNIX:
0.91
IDIVX:
1.54
EQNIX:
1.24
IDIVX:
1.24
EQNIX:
1.17
IDIVX:
1.49
EQNIX:
1.14
IDIVX:
6.06
EQNIX:
3.76
IDIVX:
2.45%
EQNIX:
2.91%
IDIVX:
12.33%
EQNIX:
12.11%
IDIVX:
-33.38%
EQNIX:
-36.60%
IDIVX:
-8.07%
EQNIX:
-6.57%
Returns By Period
In the year-to-date period, IDIVX achieves a 0.98% return, which is significantly lower than EQNIX's 2.15% return. Both investments have delivered pretty close results over the past 10 years, with IDIVX having a 7.23% annualized return and EQNIX not far ahead at 7.50%.
IDIVX
0.98%
-6.54%
-0.55%
15.55%
8.28%
7.23%
EQNIX
2.15%
-0.14%
-2.67%
11.70%
6.81%
7.50%
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IDIVX vs. EQNIX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than EQNIX's 0.64% expense ratio.
Risk-Adjusted Performance
IDIVX vs. EQNIX — Risk-Adjusted Performance Rank
IDIVX
EQNIX
IDIVX vs. EQNIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) and MFS Equity Income Fund (EQNIX). 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
IDIVX vs. EQNIX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 2.56%, more than EQNIX's 2.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 2.56% | 2.58% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% |
EQNIX MFS Equity Income Fund | 2.50% | 2.56% | 1.86% | 2.03% | 1.85% | 2.03% | 2.08% | 2.60% | 2.24% | 2.42% | 3.33% | 4.14% |
Drawdowns
IDIVX vs. EQNIX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -33.38%, smaller than the maximum EQNIX drawdown of -36.60%. Use the drawdown chart below to compare losses from any high point for IDIVX and EQNIX. For additional features, visit the drawdowns tool.
Volatility
IDIVX vs. EQNIX - Volatility Comparison
Integrity Dividend Harvest Fund (IDIVX) has a higher volatility of 7.90% compared to MFS Equity Income Fund (EQNIX) at 4.28%. This indicates that IDIVX's price experiences larger fluctuations and is considered to be riskier than EQNIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.