MFEIX vs. VIIIX
Compare and contrast key facts about MFS Growth I (MFEIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or VIIIX.
Correlation
The correlation between MFEIX and VIIIX is 0.89, 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
MFEIX vs. VIIIX - Performance Comparison
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Key characteristics
MFEIX:
0.03
VIIIX:
0.63
MFEIX:
0.23
VIIIX:
1.04
MFEIX:
1.04
VIIIX:
1.15
MFEIX:
0.03
VIIIX:
0.68
MFEIX:
0.08
VIIIX:
2.61
MFEIX:
11.86%
VIIIX:
4.95%
MFEIX:
26.81%
VIIIX:
19.72%
MFEIX:
-74.67%
VIIIX:
-55.18%
MFEIX:
-14.63%
VIIIX:
-3.98%
Returns By Period
In the year-to-date period, MFEIX achieves a 0.18% return, which is significantly lower than VIIIX's 0.47% return. Over the past 10 years, MFEIX has underperformed VIIIX with an annualized return of 10.75%, while VIIIX has yielded a comparatively higher 11.47% annualized return.
MFEIX
0.18%
13.07%
-11.41%
0.85%
9.29%
10.75%
VIIIX
0.47%
9.09%
-2.11%
12.40%
15.19%
11.47%
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MFEIX vs. VIIIX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
MFEIX vs. VIIIX — Risk-Adjusted Performance Rank
MFEIX
VIIIX
MFEIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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
MFEIX vs. VIIIX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 12.80%, more than VIIIX's 2.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 12.80% | 12.83% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 4.11% | 2.50% | 1.61% | 3.65% | 3.90% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.39% | 2.59% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% |
Drawdowns
MFEIX vs. VIIIX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for MFEIX and VIIIX. For additional features, visit the drawdowns tool.
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Volatility
MFEIX vs. VIIIX - Volatility Comparison
MFS Growth I (MFEIX) has a higher volatility of 7.11% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 6.15%. This indicates that MFEIX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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