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.
Performance
MFEKX vs. VIIIX - Performance Comparison
Loading graphics...
MFEKX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -7.06% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, MFEKX achieves a -13.60% return, which is significantly lower than VIIIX's -7.06% return. Over the past 10 years, MFEKX has outperformed VIIIX with an annualized return of 15.54%, while VIIIX has yielded a comparatively lower 13.82% annualized return.
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
VIIIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.57%
- 5Y*
- 11.54%
- 10Y*
- 13.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFEKX vs. VIIIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
MFEKX vs. VIIIX — Risk / Return Rank
MFEKX
VIIIX
MFEKX vs. VIIIX - Risk-Adjusted Trends 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.
| MFEKX | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.84 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.30 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.06 | -0.84 |
Martin ratioReturn relative to average drawdown | 0.76 | 5.14 | -4.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MFEKX | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.84 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.69 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.46 | +0.34 |
Correlation
The correlation between MFEKX and VIIIX is 0.92, 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.
Dividends
MFEKX vs. VIIIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 17.15%, more than VIIIX's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.90% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
MFEKX vs. VIIIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, 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.
Loading graphics...
Drawdown Indicators
| MFEKX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.06% | -55.18% | +19.12% |
Max Drawdown (1Y)Largest decline over 1 year | -17.27% | -12.12% | -5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -36.06% | -24.50% | -11.56% |
Max Drawdown (10Y)Largest decline over 10 years | -36.06% | -33.79% | -2.27% |
Current DrawdownCurrent decline from peak | -17.27% | -8.90% | -8.37% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -10.07% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 2.49% | +2.56% |
Volatility
MFEKX vs. VIIIX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 5.57% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.24%. 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.
Loading graphics...
Volatility by Period
| MFEKX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.24% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 9.08% | +2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 18.13% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 16.85% | +5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 18.02% | +3.10% |