MHOIX vs. VIGAX
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
MHOIX vs. VIGAX - Performance Comparison
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MHOIX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | -1.05% | 8.54% | 7.55% | 11.97% | -10.72% | 2.97% | 4.28% | 14.28% | -2.83% | 7.36% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -10.40% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, MHOIX achieves a -1.05% return, which is significantly higher than VIGAX's -10.40% return. Over the past 10 years, MHOIX has underperformed VIGAX with an annualized return of 4.99%, while VIGAX has yielded a comparatively higher 16.02% annualized return.
MHOIX
- 1D
- 0.36%
- 1M
- -1.92%
- YTD
- -1.05%
- 6M
- 0.19%
- 1Y
- 6.12%
- 3Y*
- 7.78%
- 5Y*
- 3.42%
- 10Y*
- 4.99%
VIGAX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.40%
- 6M
- -9.20%
- 1Y
- 17.18%
- 3Y*
- 21.13%
- 5Y*
- 11.42%
- 10Y*
- 16.02%
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MHOIX vs. VIGAX - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
MHOIX vs. VIGAX — Risk / Return Rank
MHOIX
VIGAX
MHOIX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.80 | +1.04 |
Sortino ratioReturn per unit of downside risk | 2.55 | 1.30 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.18 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.11 | +1.06 |
Martin ratioReturn relative to average drawdown | 9.39 | 3.96 | +5.42 |
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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.80 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.51 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.75 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.44 | +0.59 |
Correlation
The correlation between MHOIX and VIGAX 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. VIGAX - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 4.91%, more than VIGAX's 0.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 4.91% | 5.27% | 4.68% | 4.03% | 7.71% | 5.57% | 4.45% | 4.79% | 4.96% | 4.99% | 5.84% | 7.64% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
MHOIX vs. VIGAX - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.07%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for MHOIX and VIGAX.
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Drawdown Indicators
| MHOIX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -50.66% | +10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -16.51% | +13.46% |
Max Drawdown (5Y)Largest decline over 5 years | -16.50% | -35.63% | +19.13% |
Max Drawdown (10Y)Largest decline over 10 years | -19.76% | -35.63% | +15.87% |
Current DrawdownCurrent decline from peak | -1.92% | -13.18% | +11.26% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -12.02% | +8.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 4.64% | -3.93% |
Volatility
MHOIX vs. VIGAX - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 1.19%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 7.01%. This indicates that MHOIX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHOIX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 7.01% | -5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 2.12% | 12.73% | -10.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.45% | 22.99% | -19.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.88% | 22.36% | -17.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.06% | 21.53% | -16.47% |