MIUIX vs. MITTX
Compare and contrast key facts about MFS Municipal Intermediate Fund (MIUIX) and MFS Massachusetts Investors Trust (MITTX).
MIUIX is managed by MFS. It was launched on May 11, 2021. MITTX is managed by MFS. It was launched on Jul 15, 1924.
Performance
MIUIX vs. MITTX - Performance Comparison
Loading graphics...
MIUIX vs. MITTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MIUIX MFS Municipal Intermediate Fund | -0.70% | 6.64% | 3.00% | 5.19% | -8.06% | -0.17% |
MITTX MFS Massachusetts Investors Trust | -6.58% | 13.67% | 19.69% | 19.26% | -16.27% | 11.56% |
Returns By Period
In the year-to-date period, MIUIX achieves a -0.70% return, which is significantly higher than MITTX's -6.58% return.
MIUIX
- 1D
- 0.11%
- 1M
- -3.05%
- YTD
- -0.70%
- 6M
- 0.99%
- 1Y
- 4.68%
- 3Y*
- 3.78%
- 5Y*
- —
- 10Y*
- —
MITTX
- 1D
- -0.15%
- 1M
- -8.19%
- YTD
- -6.58%
- 6M
- -4.84%
- 1Y
- 8.95%
- 3Y*
- 13.55%
- 5Y*
- 8.64%
- 10Y*
- 12.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MIUIX vs. MITTX - Expense Ratio Comparison
MIUIX has a 0.45% expense ratio, which is lower than MITTX's 0.70% expense ratio.
Return for Risk
MIUIX vs. MITTX — Risk / Return Rank
MIUIX
MITTX
MIUIX vs. MITTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Municipal Intermediate Fund (MIUIX) and MFS Massachusetts Investors Trust (MITTX). 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.
| MIUIX | MITTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.59 | +0.73 |
Sortino ratioReturn per unit of downside risk | 1.82 | 0.94 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.14 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.70 | +0.74 |
Martin ratioReturn relative to average drawdown | 5.73 | 2.89 | +2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MIUIX | MITTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.59 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.56 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.72 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.42 | -0.11 |
Correlation
The correlation between MIUIX and MITTX is 0.09, 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
MIUIX vs. MITTX - Dividend Comparison
MIUIX's dividend yield for the trailing twelve months is around 3.69%, less than MITTX's 15.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIUIX MFS Municipal Intermediate Fund | 3.69% | 4.82% | 3.61% | 2.39% | 1.30% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MITTX MFS Massachusetts Investors Trust | 15.33% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
Drawdowns
MIUIX vs. MITTX - Drawdown Comparison
The maximum MIUIX drawdown since its inception was -12.91%, smaller than the maximum MITTX drawdown of -49.54%. Use the drawdown chart below to compare losses from any high point for MIUIX and MITTX.
Loading graphics...
Drawdown Indicators
| MIUIX | MITTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.91% | -49.54% | +36.63% |
Max Drawdown (1Y)Largest decline over 1 year | -4.11% | -10.76% | +6.65% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.45% | — |
Current DrawdownCurrent decline from peak | -3.05% | -9.76% | +6.71% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -10.57% | +6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 2.60% | -1.57% |
Volatility
MIUIX vs. MITTX - Volatility Comparison
The current volatility for MFS Municipal Intermediate Fund (MIUIX) is 1.07%, while MFS Massachusetts Investors Trust (MITTX) has a volatility of 4.02%. This indicates that MIUIX experiences smaller price fluctuations and is considered to be less risky than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MIUIX | MITTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 4.02% | -2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 1.77% | 8.50% | -6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 16.17% | -11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.44% | 15.65% | -12.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.44% | 17.19% | -13.75% |