MHOIX vs. VTSAX
Compare and contrast key facts about MFS Global High Yield Fund (MHOIX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
MHOIX is managed by MFS. It was launched on Jul 1, 1998. 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: MHOIX or VTSAX.
Correlation
The correlation between MHOIX and VTSAX is 0.30, 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
MHOIX vs. VTSAX - Performance Comparison
Key characteristics
MHOIX:
2.18
VTSAX:
0.70
MHOIX:
3.07
VTSAX:
1.09
MHOIX:
1.54
VTSAX:
1.16
MHOIX:
2.17
VTSAX:
0.71
MHOIX:
9.55
VTSAX:
2.77
MHOIX:
0.82%
VTSAX:
4.94%
MHOIX:
3.62%
VTSAX:
19.69%
MHOIX:
-40.08%
VTSAX:
-55.34%
MHOIX:
-1.49%
VTSAX:
-7.67%
Returns By Period
In the year-to-date period, MHOIX achieves a 0.46% return, which is significantly higher than VTSAX's -3.41% return. Over the past 10 years, MHOIX has underperformed VTSAX with an annualized return of 4.12%, while VTSAX has yielded a comparatively higher 11.87% annualized return.
MHOIX
0.46%
1.10%
1.18%
7.08%
5.52%
4.12%
VTSAX
-3.41%
12.25%
-0.53%
11.50%
15.94%
11.87%
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MHOIX vs. VTSAX - Expense Ratio Comparison
MHOIX has a 0.81% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
MHOIX vs. VTSAX — Risk-Adjusted Performance Rank
MHOIX
VTSAX
MHOIX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global High Yield Fund (MHOIX) 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
MHOIX vs. VTSAX - Dividend Comparison
MHOIX's dividend yield for the trailing twelve months is around 5.22%, more than VTSAX's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHOIX MFS Global High Yield Fund | 5.22% | 5.61% | 4.68% | 8.95% | 5.56% | 4.47% | 4.76% | 4.92% | 4.98% | 5.85% | 6.69% | 6.36% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.33% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MHOIX vs. VTSAX - Drawdown Comparison
The maximum MHOIX drawdown since its inception was -40.08%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for MHOIX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
MHOIX vs. VTSAX - Volatility Comparison
The current volatility for MFS Global High Yield Fund (MHOIX) is 2.18%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 14.26%. This indicates that MHOIX 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.