MEIKX vs. VVIAX

In the year-to-date period, MEIKX achieves a 4.54% return, which is significantly higher than VVIAX's 2.01% return. Over the past 10 years, MEIKX has underperformed VVIAX with an annualized return of 9.17%, while VVIAX has yielded a comparatively higher 10.08% annualized return.

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MEIKX has a 0.43% expense ratio, which is higher than VVIAX's 0.05% expense ratio.

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.

The current MEIKX Sharpe Ratio is 0.57, which is comparable to the VVIAX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of MEIKX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MEIKX's dividend yield for the trailing twelve months is around 9.17%, more than VVIAX's 2.27% yield.

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.

The current volatility for MFS Value Fund (MEIKX) is 4.05%, while Vanguard Value Index Fund Admiral Shares (VVIAX) has a volatility of 4.29%. This indicates that MEIKX experiences smaller price fluctuations and is considered to be less risky than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.