MACIX vs. MFIOX
Compare and contrast key facts about MFS Conservative Allocation Fund (MACIX) and MFS Income Fund (MFIOX).
MACIX is managed by MFS. It was launched on Jun 27, 2002. MFIOX is managed by MFS. It was launched on Oct 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACIX or MFIOX.
Correlation
The correlation between MACIX and MFIOX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MACIX vs. MFIOX - Performance Comparison
Key characteristics
MACIX:
0.82
MFIOX:
1.07
MACIX:
1.05
MFIOX:
1.59
MACIX:
1.17
MFIOX:
1.19
MACIX:
0.77
MFIOX:
0.46
MACIX:
2.50
MFIOX:
3.09
MACIX:
2.09%
MFIOX:
1.72%
MACIX:
6.36%
MFIOX:
4.99%
MACIX:
-23.33%
MFIOX:
-41.67%
MACIX:
-3.65%
MFIOX:
-5.73%
Returns By Period
In the year-to-date period, MACIX achieves a 2.55% return, which is significantly higher than MFIOX's 0.94% return. Over the past 10 years, MACIX has outperformed MFIOX with an annualized return of 3.75%, while MFIOX has yielded a comparatively lower 2.29% annualized return.
MACIX
2.55%
0.78%
-0.97%
5.34%
2.97%
3.75%
MFIOX
0.94%
0.77%
0.00%
5.50%
0.27%
2.29%
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MACIX vs. MFIOX - Expense Ratio Comparison
MACIX has a 0.58% expense ratio, which is lower than MFIOX's 0.73% expense ratio.
Risk-Adjusted Performance
MACIX vs. MFIOX — Risk-Adjusted Performance Rank
MACIX
MFIOX
MACIX vs. MFIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Conservative Allocation Fund (MACIX) and MFS Income Fund (MFIOX). 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
MACIX vs. MFIOX - Dividend Comparison
MACIX's dividend yield for the trailing twelve months is around 3.31%, less than MFIOX's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACIX MFS Conservative Allocation Fund | 3.31% | 3.39% | 2.76% | 2.83% | 2.82% | 1.83% | 2.34% | 2.64% | 2.35% | 1.99% | 1.83% | 3.49% |
MFIOX MFS Income Fund | 5.03% | 5.04% | 4.72% | 2.97% | 2.30% | 2.65% | 3.05% | 3.07% | 3.27% | 3.63% | 4.01% | 4.24% |
Drawdowns
MACIX vs. MFIOX - Drawdown Comparison
The maximum MACIX drawdown since its inception was -23.33%, smaller than the maximum MFIOX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for MACIX and MFIOX. For additional features, visit the drawdowns tool.
Volatility
MACIX vs. MFIOX - Volatility Comparison
The current volatility for MFS Conservative Allocation Fund (MACIX) is 1.16%, while MFS Income Fund (MFIOX) has a volatility of 1.26%. This indicates that MACIX experiences smaller price fluctuations and is considered to be less risky than MFIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.