MFIOX vs. MSFRX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS Total Return Fund (MSFRX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MSFRX is managed by MFS. It was launched on Oct 5, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIOX or MSFRX.
Correlation
The correlation between MFIOX and MSFRX is 0.14, 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.
Performance
MFIOX vs. MSFRX - Performance Comparison
Key characteristics
MFIOX:
1.10
MSFRX:
0.50
MFIOX:
1.64
MSFRX:
0.65
MFIOX:
1.20
MSFRX:
1.11
MFIOX:
0.47
MSFRX:
0.35
MFIOX:
3.18
MSFRX:
1.20
MFIOX:
1.73%
MSFRX:
3.91%
MFIOX:
4.99%
MSFRX:
9.39%
MFIOX:
-41.67%
MSFRX:
-36.74%
MFIOX:
-5.40%
MSFRX:
-9.31%
Returns By Period
In the year-to-date period, MFIOX achieves a 1.29% return, which is significantly lower than MSFRX's 3.17% return. Over the past 10 years, MFIOX has underperformed MSFRX with an annualized return of 2.30%, while MSFRX has yielded a comparatively higher 2.59% annualized return.
MFIOX
1.29%
1.29%
0.01%
5.68%
0.33%
2.30%
MSFRX
3.17%
1.40%
-3.85%
3.88%
1.17%
2.59%
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MFIOX vs. MSFRX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is higher than MSFRX's 0.72% expense ratio.
Risk-Adjusted Performance
MFIOX vs. MSFRX — Risk-Adjusted Performance Rank
MFIOX
MSFRX
MFIOX vs. MSFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and MFS Total Return Fund (MSFRX). 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. MSFRX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 5.02%, more than MSFRX's 2.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 5.02% | 5.04% | 4.72% | 2.97% | 2.30% | 2.65% | 3.05% | 3.07% | 3.27% | 3.63% | 4.01% | 4.24% |
MSFRX MFS Total Return Fund | 2.41% | 2.46% | 2.37% | 1.88% | 1.40% | 1.82% | 1.91% | 2.25% | 1.93% | 2.17% | 2.77% | 4.58% |
Drawdowns
MFIOX vs. MSFRX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -41.67%, which is greater than MSFRX's maximum drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for MFIOX and MSFRX. For additional features, visit the drawdowns tool.
Volatility
MFIOX vs. MSFRX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.28%, while MFS Total Return Fund (MSFRX) has a volatility of 1.83%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than MSFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.