MIEIX vs. VEMPX
Compare and contrast key facts about MFS International Equity Fund Class R6 (MIEIX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX).
MIEIX is managed by MFS. It was launched on Jan 31, 1996. VEMPX is managed by Vanguard. It was launched on Jan 14, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIEIX or VEMPX.
Correlation
The correlation between MIEIX and VEMPX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MIEIX vs. VEMPX - Performance Comparison
Key characteristics
MIEIX:
0.92
VEMPX:
1.08
MIEIX:
1.35
VEMPX:
1.58
MIEIX:
1.16
VEMPX:
1.19
MIEIX:
1.13
VEMPX:
1.16
MIEIX:
2.68
VEMPX:
5.08
MIEIX:
4.10%
VEMPX:
3.72%
MIEIX:
11.95%
VEMPX:
17.49%
MIEIX:
-50.56%
VEMPX:
-41.62%
MIEIX:
-2.26%
VEMPX:
-3.55%
Returns By Period
In the year-to-date period, MIEIX achieves a 7.36% return, which is significantly higher than VEMPX's 4.82% return. Over the past 10 years, MIEIX has underperformed VEMPX with an annualized return of 6.68%, while VEMPX has yielded a comparatively higher 9.55% annualized return.
MIEIX
7.36%
5.31%
1.62%
10.13%
6.90%
6.68%
VEMPX
4.82%
0.80%
13.18%
21.40%
10.10%
9.55%
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MIEIX vs. VEMPX - Expense Ratio Comparison
MIEIX has a 0.68% expense ratio, which is higher than VEMPX's 0.04% expense ratio.
Risk-Adjusted Performance
MIEIX vs. VEMPX — Risk-Adjusted Performance Rank
MIEIX
VEMPX
MIEIX vs. VEMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Equity Fund Class R6 (MIEIX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX). 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
MIEIX vs. VEMPX - Dividend Comparison
MIEIX's dividend yield for the trailing twelve months is around 1.37%, more than VEMPX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEIX MFS International Equity Fund Class R6 | 1.37% | 1.47% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% |
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares | 1.06% | 1.11% | 1.28% | 1.17% | 1.15% | 1.09% | 1.32% | 1.68% | 1.27% | 1.46% | 1.39% | 1.36% |
Drawdowns
MIEIX vs. VEMPX - Drawdown Comparison
The maximum MIEIX drawdown since its inception was -50.56%, which is greater than VEMPX's maximum drawdown of -41.62%. Use the drawdown chart below to compare losses from any high point for MIEIX and VEMPX. For additional features, visit the drawdowns tool.
Volatility
MIEIX vs. VEMPX - Volatility Comparison
MFS International Equity Fund Class R6 (MIEIX) and Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX) have volatilities of 3.79% and 3.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.