MFIOX vs. MFEIX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Growth I (MFEIX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MFIOX vs. MFEIX - Performance Comparison
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MFIOX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | -0.58% | 7.37% | 2.66% | 7.46% | -14.14% | -0.28% | 9.47% | 11.36% | -2.38% | 5.73% |
MFEIX MFS Growth I | -10.32% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MFIOX achieves a -0.58% return, which is significantly higher than MFEIX's -10.32% return. Over the past 10 years, MFIOX has underperformed MFEIX with an annualized return of 2.88%, while MFEIX has yielded a comparatively higher 15.88% annualized return.
MFIOX
- 1D
- 0.17%
- 1M
- -1.83%
- YTD
- -0.58%
- 6M
- 0.07%
- 1Y
- 3.84%
- 3Y*
- 4.45%
- 5Y*
- 0.67%
- 10Y*
- 2.88%
MFEIX
- 1D
- 3.82%
- 1M
- -5.75%
- YTD
- -10.32%
- 6M
- -10.97%
- 1Y
- 9.60%
- 3Y*
- 22.85%
- 5Y*
- 11.27%
- 10Y*
- 15.88%
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MFIOX vs. MFEIX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MFIOX vs. MFEIX — Risk / Return Rank
MFIOX
MFEIX
MFIOX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Growth I (MFEIX). 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.
| MFIOX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.49 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.85 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 0.61 | +1.07 |
Martin ratioReturn relative to average drawdown | 5.32 | 2.06 | +3.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFIOX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.49 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.52 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.75 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.42 | +0.94 |
Correlation
The correlation between MFIOX and MFEIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MFIOX vs. MFEIX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 4.31%, less than MFEIX's 16.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 4.31% | 4.70% | 5.04% | 4.72% | 2.24% | 3.29% | 2.80% | 3.04% | 3.07% | 3.26% | 3.61% | 4.35% |
MFEIX MFS Growth I | 16.72% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MFIOX vs. MFEIX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -19.07%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MFIOX and MFEIX.
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Drawdown Indicators
| MFIOX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.07% | -72.24% | +53.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -17.30% | +14.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.07% | -36.11% | +17.04% |
Max Drawdown (10Y)Largest decline over 10 years | -19.07% | -36.11% | +17.04% |
Current DrawdownCurrent decline from peak | -2.15% | -14.14% | +11.99% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -23.85% | +21.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 5.14% | -4.24% |
Volatility
MFIOX vs. MFEIX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.40%, while MFS Growth I (MFEIX) has a volatility of 6.97%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFIOX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 6.97% | -5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 12.65% | -10.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 21.85% | -17.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 21.93% | -16.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 21.20% | -16.34% |