MFIOX vs. MEIAX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Value Fund (MEIAX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MEIAX is managed by MFS. It was launched on Jan 2, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIOX or MEIAX.
Correlation
The correlation between MFIOX and MEIAX 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.
Performance
MFIOX vs. MEIAX - Performance Comparison
Key characteristics
MFIOX:
0.80
MEIAX:
0.53
MFIOX:
1.18
MEIAX:
0.72
MFIOX:
1.14
MEIAX:
1.11
MFIOX:
0.34
MEIAX:
0.48
MFIOX:
2.33
MEIAX:
1.39
MFIOX:
1.71%
MEIAX:
4.78%
MFIOX:
5.02%
MEIAX:
12.61%
MFIOX:
-41.66%
MEIAX:
-52.28%
MFIOX:
-6.29%
MEIAX:
-9.10%
Returns By Period
In the year-to-date period, MFIOX achieves a 0.34% return, which is significantly lower than MEIAX's 4.21% return. Over the past 10 years, MFIOX has underperformed MEIAX with an annualized return of 2.23%, while MEIAX has yielded a comparatively higher 5.75% annualized return.
MFIOX
0.34%
1.38%
-0.43%
3.99%
0.26%
2.23%
MEIAX
4.21%
5.41%
-1.15%
6.01%
3.71%
5.75%
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MFIOX vs. MEIAX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is lower than MEIAX's 0.80% expense ratio.
Risk-Adjusted Performance
MFIOX vs. MEIAX — Risk-Adjusted Performance Rank
MFIOX
MEIAX
MFIOX vs. MEIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Value Fund (MEIAX). 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
MFIOX vs. MEIAX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 4.62%, more than MEIAX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 4.62% | 5.04% | 4.72% | 2.97% | 2.30% | 2.65% | 3.05% | 3.07% | 3.27% | 3.63% | 4.01% | 4.24% |
MEIAX MFS Value Fund | 1.54% | 1.61% | 1.54% | 1.69% | 1.15% | 1.39% | 1.72% | 1.84% | 1.32% | 1.78% | 6.23% | 5.09% |
Drawdowns
MFIOX vs. MEIAX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -41.66%, smaller than the maximum MEIAX drawdown of -52.28%. Use the drawdown chart below to compare losses from any high point for MFIOX and MEIAX. For additional features, visit the drawdowns tool.
Volatility
MFIOX vs. MEIAX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.28%, while MFS Value Fund (MEIAX) has a volatility of 3.06%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.