MFBFX vs. VTSAX
Compare and contrast key facts about MFS Corporate Bond Fund (MFBFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MFBFX is managed by MFS. It was launched on May 8, 1974. VTSAX 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: MFBFX or VTSAX.
Correlation
The correlation between MFBFX and VTSAX is -0.11. 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.
Performance
MFBFX vs. VTSAX - Performance Comparison
Key characteristics
MFBFX:
1.05
VTSAX:
1.77
MFBFX:
1.54
VTSAX:
2.39
MFBFX:
1.18
VTSAX:
1.32
MFBFX:
0.34
VTSAX:
2.68
MFBFX:
2.99
VTSAX:
10.60
MFBFX:
1.87%
VTSAX:
2.17%
MFBFX:
5.33%
VTSAX:
12.98%
MFBFX:
-25.56%
VTSAX:
-55.34%
MFBFX:
-10.59%
VTSAX:
-0.53%
Returns By Period
In the year-to-date period, MFBFX achieves a 0.95% return, which is significantly lower than VTSAX's 4.06% return. Over the past 10 years, MFBFX has underperformed VTSAX with an annualized return of 1.91%, while VTSAX has yielded a comparatively higher 12.62% annualized return.
MFBFX
0.95%
0.87%
-0.27%
5.69%
-0.80%
1.91%
VTSAX
4.06%
0.80%
10.70%
23.75%
13.91%
12.62%
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MFBFX vs. VTSAX - Expense Ratio Comparison
MFBFX has a 0.76% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MFBFX vs. VTSAX — Risk-Adjusted Performance Rank
MFBFX
VTSAX
MFBFX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
MFBFX vs. VTSAX - Dividend Comparison
MFBFX's dividend yield for the trailing twelve months is around 4.47%, more than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFBFX MFS Corporate Bond Fund | 4.47% | 4.48% | 3.83% | 3.19% | 2.52% | 2.57% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MFBFX vs. VTSAX - Drawdown Comparison
The maximum MFBFX drawdown since its inception was -25.56%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MFBFX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MFBFX vs. VTSAX - Volatility Comparison
The current volatility for MFS Corporate Bond Fund (MFBFX) is 1.39%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 2.99%. This indicates that MFBFX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.