Correlation
The correlation between MFIOX and MACIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
MFIOX vs. MACIX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Conservative Allocation Fund (MACIX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MACIX is managed by MFS. It was launched on Jun 27, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIOX or MACIX.
Performance
MFIOX vs. MACIX - Performance Comparison
Loading data...
Key characteristics
MFIOX:
1.19
MACIX:
1.18
MFIOX:
1.70
MACIX:
1.55
MFIOX:
1.20
MACIX:
1.22
MFIOX:
0.60
MACIX:
1.25
MFIOX:
3.37
MACIX:
5.24
MFIOX:
1.74%
MACIX:
1.40%
MFIOX:
5.13%
MACIX:
6.70%
MFIOX:
-41.67%
MACIX:
-25.14%
MFIOX:
-3.95%
MACIX:
-0.06%
Returns By Period
In the year-to-date period, MFIOX achieves a 1.83% return, which is significantly lower than MACIX's 3.33% return. Over the past 10 years, MFIOX has underperformed MACIX with an annualized return of 2.44%, while MACIX has yielded a comparatively higher 5.25% annualized return.
MFIOX
1.83%
-0.34%
0.21%
5.23%
2.28%
0.83%
2.44%
MACIX
3.33%
1.86%
0.98%
7.34%
5.32%
5.29%
5.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MFIOX vs. MACIX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is higher than MACIX's 0.58% expense ratio.
Risk-Adjusted Performance
MFIOX vs. MACIX — Risk-Adjusted Performance Rank
MFIOX
MACIX
MFIOX vs. MACIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Conservative Allocation Fund (MACIX). 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
MFIOX vs. MACIX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 4.64%, less than MACIX's 6.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 4.64% | 5.04% | 4.72% | 2.97% | 3.29% | 2.83% | 3.05% | 3.07% | 3.27% | 3.63% | 4.01% | 4.24% |
MACIX MFS Conservative Allocation Fund | 6.88% | 7.08% | 3.46% | 3.61% | 3.89% | 3.01% | 3.65% | 5.14% | 4.60% | 2.76% | 2.96% | 2.54% |
Drawdowns
MFIOX vs. MACIX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -41.67%, which is greater than MACIX's maximum drawdown of -25.14%. Use the drawdown chart below to compare losses from any high point for MFIOX and MACIX.
Loading data...
Volatility
MFIOX vs. MACIX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.28%, while MFS Conservative Allocation Fund (MACIX) has a volatility of 1.59%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than MACIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...