MEIKX vs. VVIAX
Compare and contrast key facts about MFS Value Fund (MEIKX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
MEIKX is managed by MFS. It was launched on May 1, 2006. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MEIKX or VVIAX.
Correlation
The correlation between MEIKX and VVIAX is 0.95, 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
MEIKX vs. VVIAX - Performance Comparison
Key characteristics
MEIKX:
0.55
VVIAX:
1.80
MEIKX:
0.75
VVIAX:
2.55
MEIKX:
1.12
VVIAX:
1.32
MEIKX:
0.51
VVIAX:
2.56
MEIKX:
1.40
VVIAX:
7.71
MEIKX:
4.96%
VVIAX:
2.45%
MEIKX:
12.57%
VVIAX:
10.54%
MEIKX:
-36.68%
VVIAX:
-59.32%
MEIKX:
-8.25%
VVIAX:
-1.25%
Returns By Period
The year-to-date returns for both investments are quite close, with MEIKX having a 5.17% return and VVIAX slightly higher at 5.39%. Over the past 10 years, MEIKX has underperformed VVIAX with an annualized return of 6.18%, while VVIAX has yielded a comparatively higher 10.44% annualized return.
MEIKX
5.17%
1.33%
-2.67%
6.24%
4.43%
6.18%
VVIAX
5.39%
0.88%
6.93%
18.39%
11.10%
10.44%
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MEIKX vs. VVIAX - Expense Ratio Comparison
MEIKX has a 0.43% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Risk-Adjusted Performance
MEIKX vs. VVIAX — Risk-Adjusted Performance Rank
MEIKX
VVIAX
MEIKX vs. VVIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Value Fund (MEIKX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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
MEIKX vs. VVIAX - Dividend Comparison
MEIKX's dividend yield for the trailing twelve months is around 1.89%, less than VVIAX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIKX MFS Value Fund | 1.89% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.19% | 2.30% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% |
Drawdowns
MEIKX vs. VVIAX - Drawdown Comparison
The maximum MEIKX drawdown since its inception was -36.68%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for MEIKX and VVIAX. For additional features, visit the drawdowns tool.
Volatility
MEIKX vs. VVIAX - Volatility Comparison
MFS Value Fund (MEIKX) has a higher volatility of 2.90% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 2.45%. This indicates that MEIKX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.