Correlation
The correlation between MFEKX and VINIX 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.
MFEKX vs. VINIX
Compare and contrast key facts about MFS Growth R6 (MFEKX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEKX or VINIX.
Performance
MFEKX vs. VINIX - Performance Comparison
Loading data...
Key characteristics
MFEKX:
0.37
VINIX:
0.59
MFEKX:
0.67
VINIX:
0.88
MFEKX:
1.09
VINIX:
1.13
MFEKX:
0.39
VINIX:
0.56
MFEKX:
1.22
VINIX:
2.13
MFEKX:
7.33%
VINIX:
4.91%
MFEKX:
24.29%
VINIX:
19.70%
MFEKX:
-36.06%
VINIX:
-55.19%
MFEKX:
-7.50%
VINIX:
-5.22%
Returns By Period
In the year-to-date period, MFEKX achieves a -1.63% return, which is significantly lower than VINIX's -0.83% return. Over the past 10 years, MFEKX has outperformed VINIX with an annualized return of 14.52%, while VINIX has yielded a comparatively lower 12.64% annualized return.
MFEKX
-1.63%
7.11%
-1.30%
7.88%
19.19%
13.72%
14.52%
VINIX
-0.83%
5.15%
-2.46%
10.80%
15.46%
16.16%
12.64%
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. VINIX - Expense Ratio Comparison
MFEKX has a 0.51% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
MFEKX vs. VINIX — Risk-Adjusted Performance Rank
MFEKX
VINIX
MFEKX vs. VINIX - 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 Shares (VINIX). 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.
Loading data...
Dividends
MFEKX vs. VINIX - Dividend Comparison
MFEKX's dividend yield for the trailing twelve months is around 13.00%, more than VINIX's 2.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEKX MFS Growth R6 | 13.00% | 12.78% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 4.22% | 2.49% | 1.70% | 3.64% | 3.90% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.58% | 2.58% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% |
Drawdowns
MFEKX vs. VINIX - Drawdown Comparison
The maximum MFEKX drawdown since its inception was -36.06%, smaller than the maximum VINIX drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MFEKX and VINIX.
Loading data...
Volatility
MFEKX vs. VINIX - Volatility Comparison
MFS Growth R6 (MFEKX) has a higher volatility of 4.79% compared to Vanguard Institutional Index Fund Institutional Shares (VINIX) at 4.37%. This indicates that MFEKX's price experiences larger fluctuations and is considered to be riskier than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...