Correlation
The correlation between MFBFX and VBTLX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
MFBFX vs. VBTLX
Compare and contrast key facts about MFS Corporate Bond Fund (MFBFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
MFBFX is managed by MFS. It was launched on May 8, 1974. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFBFX or VBTLX.
Performance
MFBFX vs. VBTLX - Performance Comparison
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Key characteristics
MFBFX:
1.10
VBTLX:
0.97
MFBFX:
1.38
VBTLX:
1.34
MFBFX:
1.16
VBTLX:
1.16
MFBFX:
0.43
VBTLX:
0.39
MFBFX:
2.56
VBTLX:
2.27
MFBFX:
2.03%
VBTLX:
2.13%
MFBFX:
5.55%
VBTLX:
5.37%
MFBFX:
-22.83%
VBTLX:
-18.68%
MFBFX:
-6.69%
VBTLX:
-7.48%
Returns By Period
In the year-to-date period, MFBFX achieves a 1.53% return, which is significantly lower than VBTLX's 1.61% return. Over the past 10 years, MFBFX has outperformed VBTLX with an annualized return of 2.43%, while VBTLX has yielded a comparatively lower 1.42% annualized return.
MFBFX
1.53%
-0.35%
0.48%
6.07%
2.51%
-0.07%
2.43%
VBTLX
1.61%
-1.34%
0.56%
5.61%
1.15%
-1.06%
1.42%
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MFBFX vs. VBTLX - Expense Ratio Comparison
MFBFX has a 0.76% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
MFBFX vs. VBTLX — Risk-Adjusted Performance Rank
MFBFX
VBTLX
MFBFX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
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Dividends
MFBFX vs. VBTLX - Dividend Comparison
MFBFX's dividend yield for the trailing twelve months is around 4.54%, more than VBTLX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFBFX MFS Corporate Bond Fund | 4.54% | 4.48% | 3.83% | 3.28% | 5.61% | 3.48% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.80% | 3.69% | 3.11% | 2.59% | 2.12% | 2.39% | 2.74% | 2.81% | 2.56% | 2.54% | 2.58% | 2.82% |
Drawdowns
MFBFX vs. VBTLX - Drawdown Comparison
The maximum MFBFX drawdown since its inception was -22.83%, which is greater than VBTLX's maximum drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for MFBFX and VBTLX.
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Volatility
MFBFX vs. VBTLX - Volatility Comparison
MFS Corporate Bond Fund (MFBFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.41% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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