MFHVX vs. EQTIX
Compare and contrast key facts about Mesirow High Yield Fund (MFHVX) and Shelton Equity Income Fund (EQTIX).
MFHVX is managed by Mesirow. It was launched on Dec 3, 2018. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFHVX or EQTIX.
Correlation
The correlation between MFHVX and EQTIX is 0.44, 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
MFHVX vs. EQTIX - Performance Comparison
Key characteristics
MFHVX:
4.66
EQTIX:
1.89
MFHVX:
7.45
EQTIX:
2.58
MFHVX:
2.24
EQTIX:
1.35
MFHVX:
10.21
EQTIX:
3.12
MFHVX:
46.42
EQTIX:
10.96
MFHVX:
0.23%
EQTIX:
1.67%
MFHVX:
2.31%
EQTIX:
9.67%
MFHVX:
-20.95%
EQTIX:
-54.79%
MFHVX:
0.00%
EQTIX:
-1.18%
Returns By Period
In the year-to-date period, MFHVX achieves a 1.18% return, which is significantly lower than EQTIX's 2.74% return.
MFHVX
1.18%
1.27%
4.26%
10.51%
4.87%
N/A
EQTIX
2.74%
1.81%
9.32%
17.69%
7.17%
2.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFHVX vs. EQTIX - Expense Ratio Comparison
MFHVX has a 1.43% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Risk-Adjusted Performance
MFHVX vs. EQTIX — Risk-Adjusted Performance Rank
MFHVX
EQTIX
MFHVX vs. EQTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mesirow High Yield Fund (MFHVX) and Shelton Equity Income Fund (EQTIX). 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
MFHVX vs. EQTIX - Dividend Comparison
MFHVX's dividend yield for the trailing twelve months is around 8.89%, less than EQTIX's 9.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFHVX Mesirow High Yield Fund | 8.89% | 9.00% | 9.67% | 8.96% | 6.49% | 7.00% | 6.79% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
EQTIX Shelton Equity Income Fund | 9.26% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
Drawdowns
MFHVX vs. EQTIX - Drawdown Comparison
The maximum MFHVX drawdown since its inception was -20.95%, smaller than the maximum EQTIX drawdown of -54.79%. Use the drawdown chart below to compare losses from any high point for MFHVX and EQTIX. For additional features, visit the drawdowns tool.
Volatility
MFHVX vs. EQTIX - Volatility Comparison
The current volatility for Mesirow High Yield Fund (MFHVX) is 0.67%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.10%. This indicates that MFHVX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.