MITTX vs. VWELX
Compare and contrast key facts about MFS Massachusetts Investors Trust (MITTX) and Vanguard Wellington Fund Investor Shares (VWELX).
MITTX is managed by MFS. It was launched on Jul 15, 1924. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
MITTX vs. VWELX - Performance Comparison
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MITTX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MITTX MFS Massachusetts Investors Trust | -3.97% | 13.67% | 19.69% | 19.26% | -16.27% | 26.73% | 18.72% | 31.92% | -5.56% | 23.55% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, MITTX achieves a -3.97% return, which is significantly lower than VWELX's -3.35% return. Over the past 10 years, MITTX has outperformed VWELX with an annualized return of 12.59%, while VWELX has yielded a comparatively lower 9.32% annualized return.
MITTX
- 1D
- 2.80%
- 1M
- -5.51%
- YTD
- -3.97%
- 6M
- -2.38%
- 1Y
- 11.75%
- 3Y*
- 14.60%
- 5Y*
- 8.98%
- 10Y*
- 12.59%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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MITTX vs. VWELX - Expense Ratio Comparison
MITTX has a 0.70% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
MITTX vs. VWELX — Risk / Return Rank
MITTX
VWELX
MITTX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Trust (MITTX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
| MITTX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.23 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.81 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.88 | -0.70 |
Martin ratioReturn relative to average drawdown | 4.78 | 8.47 | -3.69 |
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
| MITTX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.23 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.69 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.81 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.82 | -0.40 |
Correlation
The correlation between MITTX and VWELX is 0.91, 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.
Dividends
MITTX vs. VWELX - Dividend Comparison
MITTX's dividend yield for the trailing twelve months is around 14.92%, more than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITTX MFS Massachusetts Investors Trust | 14.92% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
MITTX vs. VWELX - Drawdown Comparison
The maximum MITTX drawdown since its inception was -49.54%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for MITTX and VWELX.
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Drawdown Indicators
| MITTX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.54% | -36.12% | -13.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -8.03% | -2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -23.27% | -20.88% | -2.39% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -25.33% | -8.12% |
Current DrawdownCurrent decline from peak | -7.23% | -4.90% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -10.57% | -3.93% | -6.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.78% | +0.86% |
Volatility
MITTX vs. VWELX - Volatility Comparison
MFS Massachusetts Investors Trust (MITTX) has a higher volatility of 5.12% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that MITTX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MITTX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | 4.07% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.94% | 6.66% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 11.88% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 11.12% | +4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 11.50% | +5.71% |