MMAIX vs. VWELX
Compare and contrast key facts about MFS Moderate Allocation Fund (MMAIX) and Vanguard Wellington Fund Investor Shares (VWELX).
MMAIX is managed by MFS. It was launched on Jun 27, 2002. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMAIX or VWELX.
Correlation
The correlation between MMAIX and VWELX is 0.92, 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.
Performance
MMAIX vs. VWELX - Performance Comparison
Key characteristics
MMAIX:
0.79
VWELX:
0.59
MMAIX:
1.03
VWELX:
0.74
MMAIX:
1.16
VWELX:
1.14
MMAIX:
0.67
VWELX:
0.58
MMAIX:
2.61
VWELX:
2.08
MMAIX:
2.47%
VWELX:
3.42%
MMAIX:
8.19%
VWELX:
12.10%
MMAIX:
-34.68%
VWELX:
-38.77%
MMAIX:
-4.10%
VWELX:
-7.03%
Returns By Period
The year-to-date returns for both investments are quite close, with MMAIX having a 3.42% return and VWELX slightly higher at 3.53%. Both investments have delivered pretty close results over the past 10 years, with MMAIX having a 3.90% annualized return and VWELX not far ahead at 3.93%.
MMAIX
3.42%
1.86%
-0.84%
6.77%
3.42%
3.90%
VWELX
3.53%
2.02%
-2.28%
7.74%
2.86%
3.93%
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MMAIX vs. VWELX - Expense Ratio Comparison
MMAIX has a 0.65% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
MMAIX vs. VWELX — Risk-Adjusted Performance Rank
MMAIX
VWELX
MMAIX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Moderate Allocation Fund (MMAIX) 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.
Dividends
MMAIX vs. VWELX - Dividend Comparison
MMAIX's dividend yield for the trailing twelve months is around 2.72%, more than VWELX's 2.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMAIX MFS Moderate Allocation Fund | 2.72% | 2.81% | 2.30% | 2.68% | 3.06% | 1.46% | 2.06% | 2.54% | 2.36% | 1.61% | 1.82% | 3.62% |
VWELX Vanguard Wellington Fund Investor Shares | 2.19% | 2.27% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% |
Drawdowns
MMAIX vs. VWELX - Drawdown Comparison
The maximum MMAIX drawdown since its inception was -34.68%, smaller than the maximum VWELX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for MMAIX and VWELX. For additional features, visit the drawdowns tool.
Volatility
MMAIX vs. VWELX - Volatility Comparison
The current volatility for MFS Moderate Allocation Fund (MMAIX) is 1.81%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.19%. This indicates that MMAIX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.