MCVIX vs. FIUSX
MCVIX (MFS Mid Cap Value Fund Class I) and FIUSX (Delaware Opportunity Fund) are both Mid Cap Value Equities funds. Over the past 10 years, MCVIX returned 10.39%/yr vs 10.81%/yr for FIUSX. Their 0.96 correlation means they have historically moved very closely together. MCVIX charges 0.72%/yr vs 1.15%/yr for FIUSX.
Performance
MCVIX vs. FIUSX - Performance Comparison
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Returns By Period
In the year-to-date period, MCVIX achieves a 15.23% return, which is significantly lower than FIUSX's 20.40% return. Both investments have delivered pretty close results over the past 10 years, with MCVIX having a 10.39% annualized return and FIUSX not far ahead at 10.81%.
MCVIX
- 1D
- -0.44%
- 1M
- 1.47%
- 6M
- 10.99%
- YTD
- 15.23%
- 1Y
- 21.45%
- 3Y*
- 12.89%
- 5Y*
- 9.43%
- 10Y*
- 10.39%
- ALL TIME*
- 9.96%
FIUSX
- 1D
- 0.72%
- 1M
- 0.23%
- 6M
- 14.67%
- YTD
- 20.40%
- 1Y
- 31.34%
- 3Y*
- 17.45%
- 5Y*
- 11.30%
- 10Y*
- 10.81%
- ALL TIME*
- 8.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MCVIX vs. FIUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCVIX MFS Mid Cap Value Fund Class I | 15.23% | 6.33% | 13.88% | 12.80% | -8.74% | 30.79% | 4.27% | 30.87% | -11.48% | 13.67% |
FIUSX Delaware Opportunity Fund | 20.40% | 12.60% | 14.07% | 11.68% | -9.62% | 30.95% | 0.88% | 29.58% | -15.71% | 18.67% |
Correlation
The correlation between MCVIX and FIUSX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2001 | 0.96 |
The correlation between MCVIX and FIUSX has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
MCVIX vs. FIUSX — Risk / Return Rank
MCVIX
FIUSX
MCVIX vs. FIUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund Class I (MCVIX) and Delaware Opportunity Fund (FIUSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MCVIX | FIUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.87 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 4.38 | -2.29 |
| Martin ratioReturn relative to average drawdown | 7.27 | 16.24 | -8.96 |
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Drawdowns
MCVIX vs. FIUSX - Drawdown Comparison
The maximum MCVIX drawdown since its inception was -59.64%, which is greater than FIUSX's maximum drawdown of -56.30%. Use the drawdown chart below to compare losses from any high point for MCVIX and FIUSX.
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Drawdown Indicators
| MCVIX | FIUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.64% | -56.30% | -3.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | -6.75% | -2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -21.01% | -21.69% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -21.69% | +0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -46.38% | +3.59% |
Current DrawdownCurrent decline from peak | -1.37% | -1.08% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -9.41% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 1.82% | +0.87% |
Volatility
MCVIX vs. FIUSX - Volatility Comparison
MFS Mid Cap Value Fund Class I (MCVIX) has a higher volatility of 3.33% compared to Delaware Opportunity Fund (FIUSX) at 2.98%. This indicates that MCVIX's price experiences larger fluctuations and is considered to be riskier than FIUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCVIX | FIUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.98% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 10.60% | -0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.42% | 13.96% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 18.05% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.18% | 20.51% | -1.33% |
MCVIX vs. FIUSX - Expense Ratio Comparison
MCVIX has a 0.72% expense ratio, which is lower than FIUSX's 1.15% expense ratio.
Dividends
MCVIX vs. FIUSX - Dividend Comparison
MCVIX's dividend yield for the trailing twelve months is around 7.08%, less than FIUSX's 9.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 9.58% | 11.53% | 12.68% | 2.85% | 8.96% | 5.62% | 1.60% | 40.65% | 12.11% | 6.00% | 4.23% | 1.14% |
MCVIX MFS Mid Cap Value Fund Class I | 7.08% | 8.16% | 10.88% | 2.88% | 5.32% | 5.78% | 0.99% | 2.20% | 6.49% | 3.53% | 0.06% | 4.74% |
Frequently Asked Questions
With a correlation of 0.92, MCVIX and FIUSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MCVIX has higher volatility (3.33%) compared to FIUSX (2.98%). In terms of maximum drawdown, MCVIX dropped -59.64% vs FIUSX's -56.30%.
FIUSX currently has the higher Sharpe Ratio (2.12 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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