MHITX vs. VTSAX
Compare and contrast key facts about MFS High Income Fund (MHITX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MHITX is managed by MFS. It was launched on Feb 17, 1978. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MHITX or VTSAX.
Correlation
The correlation between MHITX and VTSAX 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. VTSAX - Performance Comparison
Key characteristics
MHITX:
1.82
VTSAX:
0.51
MHITX:
2.70
VTSAX:
0.85
MHITX:
1.45
VTSAX:
1.12
MHITX:
2.33
VTSAX:
0.52
MHITX:
9.21
VTSAX:
2.06
MHITX:
0.85%
VTSAX:
4.91%
MHITX:
4.29%
VTSAX:
19.63%
MHITX:
-36.81%
VTSAX:
-55.34%
MHITX:
-1.09%
VTSAX:
-9.08%
Returns By Period
In the year-to-date period, MHITX achieves a 0.91% return, which is significantly higher than VTSAX's -4.89% return. Over the past 10 years, MHITX has underperformed VTSAX with an annualized return of 3.78%, while VTSAX has yielded a comparatively higher 11.56% annualized return.
MHITX
0.91%
-0.33%
1.28%
7.26%
4.84%
3.78%
VTSAX
-4.89%
-0.45%
-1.65%
12.21%
15.90%
11.56%
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MHITX vs. VTSAX - Expense Ratio Comparison
MHITX has a 0.86% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MHITX vs. VTSAX — Risk-Adjusted Performance Rank
MHITX
VTSAX
MHITX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Income Fund (MHITX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
MHITX's dividend yield for the trailing twelve months is around 5.65%, more than VTSAX's 1.36% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.36% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MHITX vs. VTSAX - Drawdown Comparison
The maximum MHITX drawdown since its inception was -36.81%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MHITX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MHITX vs. VTSAX - Volatility Comparison
The current volatility for MFS High Income Fund (MHITX) is 2.41%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 14.19%. This indicates that MHITX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.