MFIOX vs. VBTLX
Compare and contrast key facts about MFS Income Fund (MFIOX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFIOX or VBTLX.
Correlation
The correlation between MFIOX and VBTLX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MFIOX vs. VBTLX - Performance Comparison
Key characteristics
MFIOX:
1.07
VBTLX:
0.83
MFIOX:
1.59
VBTLX:
1.23
MFIOX:
1.19
VBTLX:
1.15
MFIOX:
0.46
VBTLX:
0.31
MFIOX:
3.09
VBTLX:
2.06
MFIOX:
1.72%
VBTLX:
2.09%
MFIOX:
4.99%
VBTLX:
5.22%
MFIOX:
-41.67%
VBTLX:
-19.05%
MFIOX:
-5.73%
VBTLX:
-8.58%
Returns By Period
In the year-to-date period, MFIOX achieves a 0.94% return, which is significantly higher than VBTLX's 0.86% return. Over the past 10 years, MFIOX has outperformed VBTLX with an annualized return of 2.29%, while VBTLX has yielded a comparatively lower 1.30% annualized return.
MFIOX
0.94%
0.77%
0.00%
5.50%
0.27%
2.29%
VBTLX
0.86%
0.75%
-0.81%
4.53%
-0.71%
1.30%
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MFIOX vs. VBTLX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
MFIOX vs. VBTLX — Risk-Adjusted Performance Rank
MFIOX
VBTLX
MFIOX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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. VBTLX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 5.03%, more than VBTLX's 3.70% 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% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.70% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
MFIOX vs. VBTLX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -41.67%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for MFIOX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
MFIOX vs. VBTLX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.26%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.38%. This indicates that MFIOX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.