MMAIX vs. FBALX

In the year-to-date period, MMAIX achieves a 4.21% return, which is significantly higher than FBALX's 1.07% return. Over the past 10 years, MMAIX has underperformed FBALX with an annualized return of 6.69%, while FBALX has yielded a comparatively higher 9.36% annualized return.

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MMAIX has a 0.65% expense ratio, which is higher than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Moderate Allocation Fund (MMAIX) and Fidelity Balanced Fund (FBALX). 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.

The current MMAIX Sharpe Ratio is 0.95, which is comparable to the FBALX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of MMAIX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MMAIX's dividend yield for the trailing twelve months is around 6.83%, more than FBALX's 5.67% yield.

The maximum MMAIX drawdown since its inception was -37.42%, smaller than the maximum FBALX drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for MMAIX and FBALX.

The current volatility for MFS Moderate Allocation Fund (MMAIX) is 2.27%, while Fidelity Balanced Fund (FBALX) has a volatility of 3.07%. This indicates that MMAIX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.