MEIKX vs. PLSAX
Compare and contrast key facts about MFS Value Fund (MEIKX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX).
MEIKX is managed by MFS. It was launched on May 1, 2006. PLSAX is a passively managed fund by Principal Funds that tracks the performance of the S&P 500 Index. It was launched on Feb 2, 2001.
Performance
MEIKX vs. PLSAX - Performance Comparison
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MEIKX vs. PLSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEIKX MFS Value Fund | -0.52% | 13.37% | 11.98% | 8.32% | -5.92% | 25.59% | 4.09% | 30.18% | -9.81% | 17.26% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | -7.11% | 17.50% | 26.46% | 25.70% | -18.41% | 27.93% | 17.85% | 30.97% | -4.93% | 21.23% |
Returns By Period
In the year-to-date period, MEIKX achieves a -0.52% return, which is significantly higher than PLSAX's -7.11% return. Over the past 10 years, MEIKX has underperformed PLSAX with an annualized return of 9.92%, while PLSAX has yielded a comparatively higher 13.42% annualized return.
MEIKX
- 1D
- 0.24%
- 1M
- -6.32%
- YTD
- -0.52%
- 6M
- 1.73%
- 1Y
- 8.48%
- 3Y*
- 11.54%
- 5Y*
- 8.26%
- 10Y*
- 9.92%
PLSAX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.11%
- 6M
- -4.72%
- 1Y
- 14.11%
- 3Y*
- 17.33%
- 5Y*
- 11.29%
- 10Y*
- 13.42%
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MEIKX vs. PLSAX - Expense Ratio Comparison
MEIKX has a 0.43% expense ratio, which is higher than PLSAX's 0.38% expense ratio.
Return for Risk
MEIKX vs. PLSAX — Risk / Return Rank
MEIKX
PLSAX
MEIKX vs. PLSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIKX) and Principal LargeCap S&P 500 Index Fund Class A (PLSAX). 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.
| MEIKX | PLSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.83 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.31 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.03 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.49 | 5.02 | -1.53 |
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
| MEIKX | PLSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.83 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.67 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.77 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.39 | -0.01 |
Correlation
The correlation between MEIKX and PLSAX is 0.90, 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
MEIKX vs. PLSAX - Dividend Comparison
MEIKX's dividend yield for the trailing twelve months is around 9.98%, more than PLSAX's 2.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIKX MFS Value Fund | 9.98% | 9.72% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.14% | 3.84% | 6.12% |
PLSAX Principal LargeCap S&P 500 Index Fund Class A | 2.96% | 2.75% | 4.07% | 3.90% | 2.70% | 13.38% | 7.35% | 3.57% | 7.19% | 6.72% | 2.93% | 2.36% |
Drawdowns
MEIKX vs. PLSAX - Drawdown Comparison
The maximum MEIKX drawdown since its inception was -56.81%, roughly equal to the maximum PLSAX drawdown of -55.67%. Use the drawdown chart below to compare losses from any high point for MEIKX and PLSAX.
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Drawdown Indicators
| MEIKX | PLSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.81% | -55.67% | -1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -12.13% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -24.69% | +7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -36.68% | -33.79% | -2.89% |
Current DrawdownCurrent decline from peak | -6.54% | -8.94% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -10.22% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.49% | +0.01% |
Volatility
MEIKX vs. PLSAX - Volatility Comparison
The current volatility for MFS Value Fund (MEIKX) is 3.12%, while Principal LargeCap S&P 500 Index Fund Class A (PLSAX) has a volatility of 4.22%. This indicates that MEIKX experiences smaller price fluctuations and is considered to be less risky than PLSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEIKX | PLSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 4.22% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 9.07% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 17.87% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 16.87% | -2.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 17.46% | -0.91% |