MLVHX vs. HTGC
Compare and contrast key facts about MFS Low Volatility Equity Fund (MLVHX) and Hercules Capital, Inc. (HTGC).
MLVHX is managed by MFS. It was launched on Dec 5, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MLVHX or HTGC.
Correlation
The correlation between MLVHX and HTGC is 0.40, 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.
Performance
MLVHX vs. HTGC - Performance Comparison
Key characteristics
MLVHX:
0.05
HTGC:
1.27
MLVHX:
0.14
HTGC:
1.59
MLVHX:
1.03
HTGC:
1.26
MLVHX:
0.04
HTGC:
1.47
MLVHX:
0.12
HTGC:
4.44
MLVHX:
6.31%
HTGC:
6.07%
MLVHX:
14.35%
HTGC:
21.18%
MLVHX:
-34.15%
HTGC:
-68.50%
MLVHX:
-12.97%
HTGC:
-1.32%
Returns By Period
In the year-to-date period, MLVHX achieves a 3.60% return, which is significantly lower than HTGC's 8.06% return. Over the past 10 years, MLVHX has underperformed HTGC with an annualized return of 6.65%, while HTGC has yielded a comparatively higher 14.53% annualized return.
MLVHX
3.60%
1.21%
-8.25%
0.49%
2.64%
6.65%
HTGC
8.06%
4.12%
21.21%
27.98%
18.49%
14.53%
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Risk-Adjusted Performance
MLVHX vs. HTGC — Risk-Adjusted Performance Rank
MLVHX
HTGC
MLVHX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Low Volatility Equity Fund (MLVHX) and Hercules Capital, Inc. (HTGC). 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
MLVHX vs. HTGC - Dividend Comparison
MLVHX's dividend yield for the trailing twelve months is around 1.20%, less than HTGC's 7.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLVHX MFS Low Volatility Equity Fund | 1.20% | 1.25% | 1.15% | 1.19% | 0.75% | 1.25% | 1.05% | 1.57% | 1.47% | 1.41% | 2.15% | 1.65% |
HTGC Hercules Capital, Inc. | 7.37% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
MLVHX vs. HTGC - Drawdown Comparison
The maximum MLVHX drawdown since its inception was -34.15%, smaller than the maximum HTGC drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for MLVHX and HTGC. For additional features, visit the drawdowns tool.
Volatility
MLVHX vs. HTGC - Volatility Comparison
The current volatility for MFS Low Volatility Equity Fund (MLVHX) is 2.34%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.45%. This indicates that MLVHX experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.