MFIOX vs. MFBFX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Corporate Bond Fund (MFBFX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MFBFX is managed by MFS. It was launched on May 8, 1974.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIOX or MFBFX.
Correlation
The correlation between MFIOX and MFBFX is 0.65, 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
MFIOX vs. MFBFX - Performance Comparison
Key characteristics
MFIOX:
1.14
MFBFX:
1.15
MFIOX:
1.69
MFBFX:
1.68
MFIOX:
1.20
MFBFX:
1.20
MFIOX:
0.49
MFBFX:
0.37
MFIOX:
3.32
MFBFX:
3.31
MFIOX:
1.71%
MFBFX:
1.85%
MFIOX:
5.00%
MFBFX:
5.33%
MFIOX:
-41.67%
MFBFX:
-25.56%
MFIOX:
-5.57%
MFBFX:
-10.44%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with MFIOX at 1.11% and MFBFX at 1.11%. Over the past 10 years, MFIOX has outperformed MFBFX with an annualized return of 2.32%, while MFBFX has yielded a comparatively lower 1.99% annualized return.
MFIOX
1.11%
1.46%
0.34%
5.14%
0.39%
2.32%
MFBFX
1.11%
1.61%
0.13%
5.51%
-0.66%
1.99%
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MFIOX vs. MFBFX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is lower than MFBFX's 0.76% expense ratio.
Risk-Adjusted Performance
MFIOX vs. MFBFX — Risk-Adjusted Performance Rank
MFIOX
MFBFX
MFIOX vs. MFBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Corporate Bond Fund (MFBFX). 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. MFBFX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 5.03%, more than MFBFX's 4.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 5.03% | 5.04% | 4.72% | 2.97% | 2.30% | 2.65% | 3.05% | 3.07% | 3.27% | 3.63% | 4.01% | 4.24% |
MFBFX MFS Corporate Bond Fund | 4.46% | 4.48% | 3.83% | 3.19% | 2.52% | 2.57% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
Drawdowns
MFIOX vs. MFBFX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -41.67%, which is greater than MFBFX's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for MFIOX and MFBFX. For additional features, visit the drawdowns tool.
Volatility
MFIOX vs. MFBFX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.23%, while MFS Corporate Bond Fund (MFBFX) has a volatility of 1.37%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than MFBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.