MFEKX vs. VFAIX

In the year-to-date period, MFEKX achieves a -1.63% return, which is significantly lower than VFAIX's 2.70% return. Over the past 10 years, MFEKX has outperformed VFAIX with an annualized return of 14.52%, while VFAIX has yielded a comparatively lower 11.58% annualized return.

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MFEKX has a 0.51% expense ratio, which is higher than VFAIX's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and Vanguard Financials Index Fund Admiral Shares (VFAIX). 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 MFEKX Sharpe Ratio is 0.37, which is lower than the VFAIX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of MFEKX and VFAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFEKX's dividend yield for the trailing twelve months is around 13.00%, more than VFAIX's 1.81% yield.

The maximum MFEKX drawdown since its inception was -36.06%, smaller than the maximum VFAIX drawdown of -78.64%. Use the drawdown chart below to compare losses from any high point for MFEKX and VFAIX.

MFS Growth R6 (MFEKX) and Vanguard Financials Index Fund Admiral Shares (VFAIX) have volatilities of 4.79% and 4.58%, 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.