MMUFX vs. FEQIX
Compare and contrast key facts about MFS Utilities Fund (MMUFX) and Fidelity Equity-Income Fund (FEQIX).
MMUFX is managed by MFS. It was launched on Feb 13, 1992. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMUFX or FEQIX.
Key characteristics
| MMUFX | FEQIX | |
|---|---|---|
| YTD Return | 16.69% | 20.48% |
| 1Y Return | 21.97% | 27.69% |
| 3Y Return (Ann) | 1.42% | 4.30% |
| 5Y Return (Ann) | 2.62% | 7.45% |
| 10Y Return (Ann) | 3.32% | 5.68% |
| Sharpe Ratio | 1.47 | 2.89 |
| Sortino Ratio | 2.06 | 3.98 |
| Omega Ratio | 1.27 | 1.53 |
| Calmar Ratio | 0.94 | 2.52 |
| Martin Ratio | 4.12 | 20.84 |
| Ulcer Index | 5.51% | 1.39% |
| Daily Std Dev | 15.42% | 10.00% |
| Max Drawdown | -55.42% | -62.07% |
| Current Drawdown | -4.26% | -0.06% |
Correlation
The correlation between MMUFX and FEQIX is 0.72, 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
MMUFX vs. FEQIX - Performance Comparison
In the year-to-date period, MMUFX achieves a 16.69% return, which is significantly lower than FEQIX's 20.48% return. Over the past 10 years, MMUFX has underperformed FEQIX with an annualized return of 3.32%, while FEQIX has yielded a comparatively higher 5.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MMUFX vs. FEQIX - Expense Ratio Comparison
MMUFX has a 0.99% expense ratio, which is higher than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
MMUFX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and Fidelity Equity-Income Fund (FEQIX). 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
MMUFX vs. FEQIX - Dividend Comparison
MMUFX's dividend yield for the trailing twelve months is around 1.90%, more than FEQIX's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 1.90% | 2.25% | 1.89% | 1.29% | 1.76% | 2.46% | 2.60% | 2.28% | 3.71% | 3.10% | 9.22% | 7.24% |
FEQIX Fidelity Equity-Income Fund | 1.54% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
Drawdowns
MMUFX vs. FEQIX - Drawdown Comparison
The maximum MMUFX drawdown since its inception was -55.42%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for MMUFX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
MMUFX vs. FEQIX - Volatility Comparison
MFS Utilities Fund (MMUFX) has a higher volatility of 4.96% compared to Fidelity Equity-Income Fund (FEQIX) at 3.16%. This indicates that MMUFX's price experiences larger fluctuations and is considered to be riskier than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.