MHITX vs. MSFRX
Compare and contrast key facts about MFS High Income Fund (MHITX) and MFS Total Return Fund (MSFRX).
MHITX is managed by MFS. It was launched on Feb 17, 1978. 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: MHITX or MSFRX.
Correlation
The correlation between MHITX and MSFRX is 0.28, 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. MSFRX - Performance Comparison
Key characteristics
MHITX:
2.10
MSFRX:
0.50
MHITX:
3.46
MSFRX:
0.65
MHITX:
1.55
MSFRX:
1.11
MHITX:
4.04
MSFRX:
0.35
MHITX:
13.04
MSFRX:
1.20
MHITX:
0.61%
MSFRX:
3.91%
MHITX:
3.78%
MSFRX:
9.39%
MHITX:
-36.80%
MSFRX:
-36.74%
MHITX:
-0.44%
MSFRX:
-9.31%
Returns By Period
In the year-to-date period, MHITX achieves a 0.65% return, which is significantly lower than MSFRX's 3.17% return. Over the past 10 years, MHITX has outperformed MSFRX with an annualized return of 3.92%, while MSFRX has yielded a comparatively lower 2.59% annualized return.
MHITX
0.65%
-0.32%
2.28%
7.57%
2.96%
3.92%
MSFRX
3.17%
1.40%
-3.85%
3.88%
1.17%
2.59%
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MHITX vs. MSFRX - Expense Ratio Comparison
MHITX has a 0.86% expense ratio, which is higher than MSFRX's 0.72% expense ratio.
Risk-Adjusted Performance
MHITX vs. MSFRX — Risk-Adjusted Performance Rank
MHITX
MSFRX
MHITX vs. MSFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Income Fund (MHITX) 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
MHITX vs. MSFRX - Dividend Comparison
MHITX's dividend yield for the trailing twelve months is around 5.61%, more than MSFRX's 2.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHITX MFS High Income Fund | 5.61% | 6.14% | 5.67% | 5.31% | 4.34% | 4.49% | 4.74% | 5.21% | 4.91% | 5.44% | 5.96% | 5.89% |
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
MHITX vs. MSFRX - Drawdown Comparison
The maximum MHITX drawdown since its inception was -36.80%, roughly equal to the maximum MSFRX drawdown of -36.74%. Use the drawdown chart below to compare losses from any high point for MHITX and MSFRX. For additional features, visit the drawdowns tool.
Volatility
MHITX vs. MSFRX - Volatility Comparison
The current volatility for MFS High Income Fund (MHITX) is 0.99%, while MFS Total Return Fund (MSFRX) has a volatility of 1.83%. This indicates that MHITX 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.