MHITX vs. MHOIX
Compare and contrast key facts about MFS High Income Fund (MHITX) and MFS Global High Yield Fund (MHOIX).
MHITX is managed by MFS. It was launched on Feb 17, 1978. MHOIX is managed by MFS. It was launched on Jul 1, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MHITX or MHOIX.
Correlation
The correlation between MHITX and MHOIX is 0.29, 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
MHITX vs. MHOIX - Performance Comparison
Key characteristics
MHITX:
1.82
MHOIX:
2.32
MHITX:
2.70
MHOIX:
3.26
MHITX:
1.45
MHOIX:
1.58
MHITX:
2.33
MHOIX:
2.30
MHITX:
9.21
MHOIX:
10.21
MHITX:
0.85%
MHOIX:
0.82%
MHITX:
4.29%
MHOIX:
3.61%
MHITX:
-36.81%
MHOIX:
-40.08%
MHITX:
-1.09%
MHOIX:
-1.32%
Returns By Period
In the year-to-date period, MHITX achieves a 0.91% return, which is significantly higher than MHOIX's 0.64% return. Over the past 10 years, MHITX has underperformed MHOIX with an annualized return of 3.78%, while MHOIX has yielded a comparatively higher 4.12% annualized return.
MHITX
0.91%
-0.33%
1.28%
7.26%
4.84%
3.78%
MHOIX
0.64%
-0.54%
1.37%
8.07%
5.59%
4.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MHITX vs. MHOIX - Expense Ratio Comparison
MHITX has a 0.86% expense ratio, which is higher than MHOIX's 0.81% expense ratio.
Risk-Adjusted Performance
MHITX vs. MHOIX — Risk-Adjusted Performance Rank
MHITX
MHOIX
MHITX vs. MHOIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Income Fund (MHITX) 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.
Dividends
MHITX vs. MHOIX - Dividend Comparison
MHITX's dividend yield for the trailing twelve months is around 5.65%, more than MHOIX's 5.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | 5.65% | 6.06% | 5.61% | 5.26% | 4.35% | 4.44% | 4.63% | 5.08% | 4.87% | 5.44% | 5.96% | 5.89% |
MHOIX MFS Global High Yield Fund | 5.23% | 5.63% | 4.67% | 8.95% | 5.61% | 4.48% | 4.80% | 4.96% | 4.99% | 5.85% | 6.69% | 6.36% |
Drawdowns
MHITX vs. MHOIX - Drawdown Comparison
The maximum MHITX drawdown since its inception was -36.81%, smaller than the maximum MHOIX drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for MHITX and MHOIX. For additional features, visit the drawdowns tool.
Volatility
MHITX vs. MHOIX - Volatility Comparison
MFS High Income Fund (MHITX) has a higher volatility of 2.41% compared to MFS Global High Yield Fund (MHOIX) at 2.19%. This indicates that MHITX'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.