MMUFX vs. FLCSX
Compare and contrast key facts about MFS Utilities Fund (MMUFX) and Fidelity Large Cap Stock Fund (FLCSX).
MMUFX is managed by MFS. It was launched on Feb 13, 1992. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMUFX or FLCSX.
Correlation
The correlation between MMUFX and FLCSX is 0.95, 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. FLCSX - Performance Comparison
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Key characteristics
MMUFX:
11.54%
FLCSX:
19.53%
MMUFX:
-0.68%
FLCSX:
-63.67%
MMUFX:
-0.43%
FLCSX:
-5.96%
Returns By Period
MMUFX
N/A
N/A
N/A
N/A
N/A
N/A
FLCSX
0.13%
8.36%
-2.44%
11.46%
19.78%
11.57%
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MMUFX vs. FLCSX - Expense Ratio Comparison
MMUFX has a 0.99% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Risk-Adjusted Performance
MMUFX vs. FLCSX — Risk-Adjusted Performance Rank
MMUFX
FLCSX
MMUFX vs. FLCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and Fidelity Large Cap Stock Fund (FLCSX). 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
MMUFX vs. FLCSX - Dividend Comparison
MMUFX's dividend yield for the trailing twelve months is around 3.64%, less than FLCSX's 4.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 3.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLCSX Fidelity Large Cap Stock Fund | 4.25% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 13.75% | 3.48% | 3.61% | 4.93% | 6.04% |
Drawdowns
MMUFX vs. FLCSX - Drawdown Comparison
The maximum MMUFX drawdown since its inception was -0.68%, smaller than the maximum FLCSX drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for MMUFX and FLCSX. For additional features, visit the drawdowns tool.
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Volatility
MMUFX vs. FLCSX - Volatility Comparison
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