Correlation
The correlation between MKTRX and VVIAX is 0.90, 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.
MKTRX vs. VVIAX
Compare and contrast key facts about MainStay Income Builder Fund (MKTRX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
MKTRX is managed by New York Life Investments. It was launched on Dec 28, 1987. VVIAX 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: MKTRX or VVIAX.
Performance
MKTRX vs. VVIAX - Performance Comparison
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Key characteristics
Returns By Period
MKTRX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VVIAX
1.88%
2.91%
-4.55%
10.53%
8.68%
13.87%
9.97%
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MKTRX vs. VVIAX - Expense Ratio Comparison
MKTRX has a 1.95% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Risk-Adjusted Performance
MKTRX vs. VVIAX — Risk-Adjusted Performance Rank
MKTRX
VVIAX
MKTRX vs. VVIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Income Builder Fund (MKTRX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.
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Dividends
MKTRX vs. VVIAX - Dividend Comparison
MKTRX has not paid dividends to shareholders, while VVIAX's dividend yield for the trailing twelve months is around 2.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKTRX MainStay Income Builder Fund | 1.36% | 1.97% | 0.85% | 1.48% | 1.47% | 0.64% | 1.90% | 3.75% | 4.15% | 2.30% | 6.19% | 7.20% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.28% | 2.30% | 2.45% | 2.51% | 2.14% | 2.54% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% |
Drawdowns
MKTRX vs. VVIAX - Drawdown Comparison
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Volatility
MKTRX vs. VVIAX - Volatility Comparison
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