MHOIX vs. MFEIX
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and MFS Growth I (MFEIX).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. MFEIX is managed by MFS. It was launched on Jul 10, 1997.
Performance
MHOIX vs. MFEIX - Performance Comparison
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MHOIX vs. MFEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | -1.41% | 8.54% | 7.55% | 11.97% | -10.72% | 2.97% | 4.28% | 14.28% | -2.83% | 7.36% |
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
Returns By Period
In the year-to-date period, MHOIX achieves a -1.41% return, which is significantly higher than MFEIX's -13.62% return. Over the past 10 years, MHOIX has underperformed MFEIX with an annualized return of 4.96%, while MFEIX has yielded a comparatively higher 15.44% annualized return.
MHOIX
- 1D
- 0.00%
- 1M
- -2.27%
- YTD
- -1.41%
- 6M
- -0.17%
- 1Y
- 5.93%
- 3Y*
- 7.65%
- 5Y*
- 3.38%
- 10Y*
- 4.96%
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
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MHOIX vs. MFEIX - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than MFEIX's 0.60% expense ratio.
Return for Risk
MHOIX vs. MFEIX — Risk / Return Rank
MHOIX
MFEIX
MHOIX vs. MFEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) and MFS Growth I (MFEIX). 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.
| MHOIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.30 | +1.52 |
Sortino ratioReturn per unit of downside risk | 2.52 | 0.59 | +1.93 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.08 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 0.22 | +1.77 |
Martin ratioReturn relative to average drawdown | 8.71 | 0.74 | +7.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MHOIX | MFEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.30 | +1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.50 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.73 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.41 | +0.61 |
Correlation
The correlation between MHOIX and MFEIX 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.
Dividends
MHOIX vs. MFEIX - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 4.93%, less than MFEIX's 17.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 4.93% | 5.27% | 4.68% | 4.03% | 7.71% | 5.57% | 4.45% | 4.79% | 4.96% | 4.99% | 5.84% | 7.64% |
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
Drawdowns
MHOIX vs. MFEIX - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.07%, smaller than the maximum MFEIX drawdown of -72.24%. Use the drawdown chart below to compare losses from any high point for MHOIX and MFEIX.
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Drawdown Indicators
| MHOIX | MFEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -72.24% | +32.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -17.30% | +14.25% |
Max Drawdown (5Y)Largest decline over 5 years | -16.50% | -36.11% | +19.61% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -36.11% | +16.35% |
Current DrawdownCurrent decline from peak | -2.27% | -17.30% | +15.03% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -23.85% | +20.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 5.06% | -4.36% |
Volatility
MHOIX vs. MFEIX - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 1.10%, while MFS Growth I (MFEIX) has a volatility of 5.58%. This indicates that MHOIX experiences smaller price fluctuations and is considered to be less risky than MFEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHOIX | MFEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 5.58% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.09% | 12.05% | -9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.44% | 21.56% | -18.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.88% | 21.87% | -16.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 21.16% | -16.10% |