MFRFX vs. TCAF

In the year-to-date period, MFRFX achieves a 0.19% return, which is significantly lower than TCAF's 0.51% return.

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MFRFX has a 0.78% expense ratio, which is higher than TCAF's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Research Fund (MFRFX) and T. Rowe Price Capital Appreciation Equity ETF (TCAF). 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.

The current MFRFX Sharpe Ratio is 0.00, which is lower than the TCAF Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of MFRFX and TCAF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFRFX's dividend yield for the trailing twelve months is around 0.52%, more than TCAF's 0.43% yield.

The maximum MFRFX drawdown since its inception was -54.85%, which is greater than TCAF's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for MFRFX and TCAF. For additional features, visit the drawdowns tool.

MFS Research Fund (MFRFX) and T. Rowe Price Capital Appreciation Equity ETF (TCAF) have volatilities of 6.03% and 5.94%, 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.