Correlation
The correlation between MFM and VKQ is 0.11, 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.
MFM vs. VKQ
Compare and contrast key facts about MFS Municipal Income Trust (MFM) and Invesco Municipal Trust (VKQ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFM or VKQ.
Performance
MFM vs. VKQ - Performance Comparison
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Key characteristics
MFM:
0.42
VKQ:
0.32
MFM:
0.55
VKQ:
0.30
MFM:
1.07
VKQ:
1.04
MFM:
0.19
VKQ:
0.08
MFM:
0.91
VKQ:
0.49
MFM:
4.54%
VKQ:
3.57%
MFM:
11.57%
VKQ:
10.74%
MFM:
-54.27%
VKQ:
-51.05%
MFM:
-17.83%
VKQ:
-18.87%
Fundamentals
MFM:
$210.88M
VKQ:
$512.96M
MFM:
$1.14
VKQ:
$0.36
MFM:
4.49
VKQ:
25.75
MFM:
0.00
VKQ:
0.00
MFM:
12.33
VKQ:
12.05
MFM:
0.83
VKQ:
0.86
MFM:
$8.58M
VKQ:
$19.61M
MFM:
$8.58M
VKQ:
$16.69M
Returns By Period
The year-to-date returns for both stocks are quite close, with MFM having a -2.32% return and VKQ slightly lower at -2.38%. Both investments have delivered pretty close results over the past 10 years, with MFM having a 2.69% annualized return and VKQ not far ahead at 2.79%.
MFM
-2.32%
-1.31%
-7.96%
3.65%
0.11%
0.68%
2.69%
VKQ
-2.38%
-0.82%
-6.35%
2.80%
0.94%
0.82%
2.79%
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Risk-Adjusted Performance
MFM vs. VKQ — Risk-Adjusted Performance Rank
MFM
VKQ
MFM vs. VKQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Municipal Income Trust (MFM) and Invesco Municipal Trust (VKQ). 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.
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Dividends
MFM vs. VKQ - Dividend Comparison
MFM's dividend yield for the trailing twelve months is around 5.03%, less than VKQ's 8.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFM MFS Municipal Income Trust | 5.03% | 4.65% | 4.12% | 4.85% | 4.34% | 4.70% | 4.71% | 5.91% | 5.61% | 5.72% | 5.76% | 6.04% |
VKQ Invesco Municipal Trust | 8.13% | 6.43% | 4.60% | 5.63% | 4.71% | 4.65% | 4.96% | 5.98% | 5.78% | 6.44% | 6.39% | 6.38% |
Drawdowns
MFM vs. VKQ - Drawdown Comparison
The maximum MFM drawdown since its inception was -54.27%, which is greater than VKQ's maximum drawdown of -51.05%. Use the drawdown chart below to compare losses from any high point for MFM and VKQ.
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Volatility
MFM vs. VKQ - Volatility Comparison
MFS Municipal Income Trust (MFM) and Invesco Municipal Trust (VKQ) have volatilities of 3.14% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MFM vs. VKQ - Financials Comparison
This section allows you to compare key financial metrics between MFS Municipal Income Trust and Invesco Municipal Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities