MCVIX vs. VVOIX
MCVIX (MFS Mid Cap Value Fund Class I) and VVOIX (Invesco Value Opportunities Fund Class Y) are both Mid Cap Value Equities funds. Both are actively managed. Over the past 10 years, MCVIX returned 10.39%/yr vs 15.74%/yr for VVOIX. Their correlation of 0.90 means they have usually moved in the same direction. MCVIX charges 0.72%/yr vs 0.77%/yr for VVOIX.
Performance
MCVIX vs. VVOIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with MCVIX having a 15.23% return and VVOIX slightly lower at 14.66%. Over the past 10 years, MCVIX has underperformed VVOIX with an annualized return of 10.39%, while VVOIX has yielded a comparatively higher 15.74% annualized return.
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%
VVOIX
- 1D
- 2.07%
- 1M
- -4.28%
- 6M
- 7.51%
- YTD
- 14.66%
- 1Y
- 35.34%
- 3Y*
- 24.05%
- 5Y*
- 18.21%
- 10Y*
- 15.74%
- ALL TIME*
- 8.83%
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. VVOIX - 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% |
VVOIX Invesco Value Opportunities Fund Class Y | 14.66% | 20.54% | 30.36% | 15.40% | 1.68% | 35.87% | 5.73% | 30.20% | -19.74% | 17.36% |
Correlation
The correlation between MCVIX and VVOIX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2005 | 0.90 |
The correlation between MCVIX and VVOIX shifts across timeframes, from 0.71 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MCVIX vs. VVOIX — Risk / Return Rank
MCVIX
VVOIX
MCVIX vs. VVOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund Class I (MCVIX) and Invesco Value Opportunities Fund Class Y (VVOIX). 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 | VVOIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 3.19 | -1.10 |
| Martin ratioReturn relative to average drawdown | 7.27 | 10.22 | -2.94 |
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Drawdowns
MCVIX vs. VVOIX - Drawdown Comparison
The maximum MCVIX drawdown since its inception was -59.64%, roughly equal to the maximum VVOIX drawdown of -61.77%. Use the drawdown chart below to compare losses from any high point for MCVIX and VVOIX.
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Drawdown Indicators
| MCVIX | VVOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.64% | -61.77% | +2.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | -10.20% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.01% | -24.01% | +3.00% |
Max Drawdown (5Y)Largest decline over 5 years | -21.01% | -24.01% | +3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -51.52% | +8.73% |
Current DrawdownCurrent decline from peak | -1.37% | -8.33% | +6.96% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -11.85% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.18% | -0.49% |
Volatility
MCVIX vs. VVOIX - Volatility Comparison
The current volatility for MFS Mid Cap Value Fund Class I (MCVIX) is 3.33%, while Invesco Value Opportunities Fund Class Y (VVOIX) has a volatility of 5.75%. This indicates that MCVIX experiences smaller price fluctuations and is considered to be less risky than VVOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCVIX | VVOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 5.75% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.71% | 15.87% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.42% | 20.07% | -6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 21.35% | -4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.18% | 24.11% | -4.93% |
MCVIX vs. VVOIX - Expense Ratio Comparison
MCVIX has a 0.72% expense ratio, which is lower than VVOIX's 0.77% expense ratio.
Dividends
MCVIX vs. VVOIX - Dividend Comparison
MCVIX's dividend yield for the trailing twelve months is around 7.08%, less than VVOIX's 9.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VVOIX Invesco Value Opportunities Fund Class Y | 9.24% | 10.59% | 7.94% | 2.26% | 10.02% | 9.16% | 0.49% | 1.94% | 15.42% | 5.12% | 1.10% | 16.04% |
Frequently Asked Questions
MCVIX and VVOIX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VVOIX has higher volatility (5.75%) compared to MCVIX (3.33%). In terms of maximum drawdown, MCVIX dropped -59.64% vs VVOIX's -61.77%.
VVOIX currently has the higher Sharpe Ratio (1.62 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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