MFEKX vs. VIIIX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. 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: MFEKX or VIIIX.
Correlation
The correlation between MFEKX and VIIIX 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
MFEKX vs. VIIIX - Performance Comparison
Key characteristics
MFEKX:
-0.34
VIIIX:
0.29
MFEKX:
-0.29
VIIIX:
0.54
MFEKX:
0.96
VIIIX:
1.08
MFEKX:
-0.30
VIIIX:
0.30
MFEKX:
-0.85
VIIIX:
1.26
MFEKX:
10.71%
VIIIX:
4.47%
MFEKX:
26.49%
VIIIX:
19.40%
MFEKX:
-37.55%
VIIIX:
-55.18%
MFEKX:
-26.28%
VIIIX:
-13.88%
Returns By Period
In the year-to-date period, MFEKX achieves a -13.58% return, which is significantly lower than VIIIX's -9.89% return. Over the past 10 years, MFEKX has underperformed VIIIX with an annualized return of 8.93%, while VIIIX has yielded a comparatively higher 10.31% annualized return.
MFEKX
-13.58%
-7.65%
-20.95%
-8.00%
7.48%
8.93%
VIIIX
-9.89%
-6.78%
-10.15%
5.64%
13.26%
10.31%
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MFEKX vs. VIIIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
MFEKX vs. VIIIX — Risk-Adjusted Performance Rank
MFEKX
VIIIX
MFEKX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) 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.
Dividends
MFEKX vs. VIIIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 0.19%, less than VIIIX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 0.19% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.11% | 0.22% | 3.90% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.48% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
MFEKX vs. VIIIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -37.55%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for MFEKX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
MFEKX vs. VIIIX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 15.57% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 14.04%. This indicates that MFEKX'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.