MFEIX vs. VOO
Compare and contrast key facts about MFS Growth I (MFEIX) and Vanguard S&P 500 ETF (VOO).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or VOO.
Correlation
The correlation between MFEIX and VOO is 0.91, 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. VOO - Performance Comparison
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Key characteristics
MFEIX:
0.03
VOO:
0.72
MFEIX:
0.23
VOO:
1.15
MFEIX:
1.04
VOO:
1.17
MFEIX:
0.03
VOO:
0.77
MFEIX:
0.08
VOO:
2.94
MFEIX:
11.86%
VOO:
4.87%
MFEIX:
26.81%
VOO:
19.40%
MFEIX:
-74.67%
VOO:
-33.99%
MFEIX:
-14.63%
VOO:
-3.85%
Returns By Period
In the year-to-date period, MFEIX achieves a 0.18% return, which is significantly lower than VOO's 0.59% return. Over the past 10 years, MFEIX has underperformed VOO with an annualized return of 10.75%, while VOO has yielded a comparatively higher 12.75% annualized return.
MFEIX
0.18%
13.07%
-11.41%
0.85%
9.29%
10.75%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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MFEIX vs. VOO - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
MFEIX vs. VOO — Risk-Adjusted Performance Rank
MFEIX
VOO
MFEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 12.80%, more than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MFEIX vs. VOO - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for MFEIX and VOO. For additional features, visit the drawdowns tool.
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Volatility
MFEIX vs. VOO - Volatility Comparison
MFS Growth I (MFEIX) has a higher volatility of 7.11% compared to Vanguard S&P 500 ETF (VOO) at 6.20%. This indicates that MFEIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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