MITTX vs. VFIAX
Compare and contrast key facts about MFS Massachusetts Investors Trust (MITTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MITTX is managed by MFS. It was launched on Jul 15, 1924. VFIAX 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: MITTX or VFIAX.
Correlation
The correlation between MITTX and VFIAX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MITTX vs. VFIAX - Performance Comparison
Key characteristics
MITTX:
0.46
VFIAX:
2.23
MITTX:
0.62
VFIAX:
2.96
MITTX:
1.13
VFIAX:
1.42
MITTX:
0.50
VFIAX:
3.30
MITTX:
3.09
VFIAX:
14.60
MITTX:
2.49%
VFIAX:
1.91%
MITTX:
16.73%
VFIAX:
12.52%
MITTX:
-48.88%
VFIAX:
-55.20%
MITTX:
-14.12%
VFIAX:
-2.57%
Returns By Period
In the year-to-date period, MITTX achieves a 7.02% return, which is significantly lower than VFIAX's 25.97% return. Over the past 10 years, MITTX has underperformed VFIAX with an annualized return of 10.82%, while VFIAX has yielded a comparatively higher 13.05% annualized return.
MITTX
7.02%
-12.50%
-6.52%
7.40%
10.92%
10.82%
VFIAX
25.97%
-0.19%
9.23%
26.41%
14.74%
13.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MITTX vs. VFIAX - Expense Ratio Comparison
MITTX has a 0.70% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
MITTX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Trust (MITTX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
MITTX vs. VFIAX - Dividend Comparison
MITTX's dividend yield for the trailing twelve months is around 0.16%, less than VFIAX's 0.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITTX MFS Massachusetts Investors Trust | 0.16% | 0.88% | 1.00% | 0.65% | 8.31% | 0.65% | 1.10% | 0.95% | 0.94% | 1.61% | 7.54% | 2.70% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
MITTX vs. VFIAX - Drawdown Comparison
The maximum MITTX drawdown since its inception was -48.88%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MITTX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
MITTX vs. VFIAX - Volatility Comparison
MFS Massachusetts Investors Trust (MITTX) has a higher volatility of 12.97% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.75%. This indicates that MITTX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.