MFIOX vs. MHOIX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Global High Yield Fund (MHOIX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MHOIX is managed by MFS. It was launched on Jul 1, 1998.
Performance
MFIOX vs. MHOIX - Performance Comparison
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MFIOX vs. MHOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | -0.75% | 7.37% | 2.66% | 7.46% | -14.14% | -0.28% | 9.47% | 11.36% | -2.38% | 5.73% |
MHOIX MFS Global High Yield Fund | -1.41% | 8.54% | 7.55% | 11.97% | -10.72% | 2.97% | 4.28% | 14.28% | -2.83% | 7.36% |
Returns By Period
In the year-to-date period, MFIOX achieves a -0.75% return, which is significantly higher than MHOIX's -1.41% return. Over the past 10 years, MFIOX has underperformed MHOIX with an annualized return of 2.86%, while MHOIX has yielded a comparatively higher 4.96% annualized return.
MFIOX
- 1D
- 0.51%
- 1M
- -2.32%
- YTD
- -0.75%
- 6M
- 0.23%
- 1Y
- 4.02%
- 3Y*
- 4.39%
- 5Y*
- 0.72%
- 10Y*
- 2.86%
MHOIX
- 1D
- 0.00%
- 1M
- -2.27%
- YTD
- -1.41%
- 6M
- -0.17%
- 1Y
- 5.93%
- 3Y*
- 7.65%
- 5Y*
- 3.38%
- 10Y*
- 4.96%
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MFIOX vs. MHOIX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is lower than MHOIX's 0.81% expense ratio.
Return for Risk
MFIOX vs. MHOIX — Risk / Return Rank
MFIOX
MHOIX
MFIOX vs. MHOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Global High Yield Fund (MHOIX). 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 | MHOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.82 | -0.69 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.52 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.44 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.98 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.58 | 8.71 | -3.13 |
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 | MHOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.82 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.70 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.98 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 1.02 | +0.33 |
Correlation
The correlation between MFIOX and MHOIX is 0.49, 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.
Dividends
MFIOX vs. MHOIX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 4.32%, less than MHOIX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 4.32% | 4.70% | 5.04% | 4.72% | 2.24% | 3.29% | 2.80% | 3.04% | 3.07% | 3.26% | 3.61% | 4.35% |
MHOIX MFS Global High Yield Fund | 4.93% | 5.27% | 4.68% | 4.03% | 7.71% | 5.57% | 4.45% | 4.79% | 4.96% | 4.99% | 5.84% | 7.64% |
Drawdowns
MFIOX vs. MHOIX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -19.07%, smaller than the maximum MHOIX drawdown of -40.07%. Use the drawdown chart below to compare losses from any high point for MFIOX and MHOIX.
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Drawdown Indicators
| MFIOX | MHOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.07% | -40.07% | +21.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -3.05% | +0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -19.07% | -16.50% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -19.07% | -19.76% | +0.69% |
Current DrawdownCurrent decline from peak | -2.32% | -2.27% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -3.41% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.70% | +0.19% |
Volatility
MFIOX vs. MHOIX - Volatility Comparison
MFS Income Fund (MFIOX) has a higher volatility of 1.39% compared to MFS Global High Yield Fund (MHOIX) at 1.10%. This indicates that MFIOX's price experiences larger fluctuations and is considered to be riskier than MHOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFIOX | MHOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 1.10% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 2.09% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 3.44% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 4.88% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 5.06% | -0.20% |