MFEX.L vs. MEIKX
Compare and contrast key facts about Lyxor UCITS MSCI EMU (MFEX.L) and MFS Value Fund (MEIKX).
MFEX.L is a passively managed fund by Amundi that tracks the performance of the MSCI EMU NR EUR. It was launched on Dec 7, 2017. MEIKX is managed by MFS. It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEX.L or MEIKX.
Correlation
The correlation between MFEX.L and MEIKX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFEX.L vs. MEIKX - Performance Comparison
Key characteristics
MFEX.L:
1.22
MEIKX:
0.51
MFEX.L:
1.75
MEIKX:
0.70
MFEX.L:
1.21
MEIKX:
1.11
MFEX.L:
1.60
MEIKX:
0.47
MFEX.L:
3.37
MEIKX:
1.33
MFEX.L:
4.46%
MEIKX:
4.83%
MFEX.L:
12.32%
MEIKX:
12.58%
MFEX.L:
-38.80%
MEIKX:
-36.68%
MFEX.L:
0.00%
MEIKX:
-8.99%
Returns By Period
In the year-to-date period, MFEX.L achieves a 11.65% return, which is significantly higher than MEIKX's 4.32% return. Over the past 10 years, MFEX.L has outperformed MEIKX with an annualized return of 16.12%, while MEIKX has yielded a comparatively lower 6.14% annualized return.
MFEX.L
11.65%
8.29%
10.93%
15.85%
35.25%
16.12%
MEIKX
4.32%
3.83%
-2.64%
7.09%
4.06%
6.14%
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MFEX.L vs. MEIKX - Expense Ratio Comparison
MFEX.L has a 0.12% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
MFEX.L vs. MEIKX — Risk-Adjusted Performance Rank
MFEX.L
MEIKX
MFEX.L vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor UCITS MSCI EMU (MFEX.L) and MFS Value Fund (MEIKX). 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
MFEX.L vs. MEIKX - Dividend Comparison
MFEX.L's dividend yield for the trailing twelve months is around 2.52%, more than MEIKX's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEX.L Lyxor UCITS MSCI EMU | 2.52% | 2.82% | 2.56% | 87.78% | 48.73% | 40.59% | 3.30% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% |
MEIKX MFS Value Fund | 1.91% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
MFEX.L vs. MEIKX - Drawdown Comparison
The maximum MFEX.L drawdown since its inception was -38.80%, which is greater than MEIKX's maximum drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for MFEX.L and MEIKX. For additional features, visit the drawdowns tool.
Volatility
MFEX.L vs. MEIKX - Volatility Comparison
Lyxor UCITS MSCI EMU (MFEX.L) has a higher volatility of 3.91% compared to MFS Value Fund (MEIKX) at 2.98%. This indicates that MFEX.L's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.