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.
Performance
MMUFX vs. FLCSX - Performance Comparison
Loading graphics...
MMUFX vs. FLCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 8.46% | 14.32% | 11.38% | -2.28% | 0.35% | 13.86% | 6.04% | 24.91% | 0.85% | 14.69% |
FLCSX Fidelity Large Cap Stock Fund | -4.93% | 27.49% | 26.31% | 23.51% | -8.02% | 25.80% | 9.05% | 31.59% | -13.62% | 17.86% |
Returns By Period
In the year-to-date period, MMUFX achieves a 8.46% return, which is significantly higher than FLCSX's -4.93% return. Over the past 10 years, MMUFX has underperformed FLCSX with an annualized return of 9.36%, while FLCSX has yielded a comparatively higher 14.16% annualized return.
MMUFX
- 1D
- 1.02%
- 1M
- -3.91%
- YTD
- 8.46%
- 6M
- 9.30%
- 1Y
- 23.11%
- 3Y*
- 10.68%
- 5Y*
- 8.77%
- 10Y*
- 9.36%
FLCSX
- 1D
- -0.61%
- 1M
- -8.08%
- YTD
- -4.93%
- 6M
- -0.24%
- 1Y
- 24.05%
- 3Y*
- 21.07%
- 5Y*
- 14.30%
- 10Y*
- 14.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MMUFX vs. FLCSX - Expense Ratio Comparison
MMUFX has a 0.99% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Return for Risk
MMUFX vs. FLCSX — Risk / Return Rank
MMUFX
FLCSX
MMUFX vs. FLCSX - Risk-Adjusted Trends 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.
| MMUFX | FLCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.34 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.91 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 3.07 | 1.79 | +1.29 |
Martin ratioReturn relative to average drawdown | 8.31 | 8.29 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MMUFX | FLCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.34 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.85 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.76 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.48 | +0.16 |
Correlation
The correlation between MMUFX and FLCSX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MMUFX vs. FLCSX - Dividend Comparison
MMUFX's dividend yield for the trailing twelve months is around 3.53%, less than FLCSX's 6.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 3.53% | 3.83% | 3.72% | 5.82% | 8.68% | 5.61% | 5.80% | 6.85% | 4.29% | 2.67% | 3.72% | 9.09% |
FLCSX Fidelity Large Cap Stock Fund | 6.83% | 6.50% | 4.26% | 2.83% | 3.07% | 4.71% | 3.93% | 5.43% | 7.63% | 3.25% | 3.61% | 4.55% |
Drawdowns
MMUFX vs. FLCSX - Drawdown Comparison
The maximum MMUFX drawdown since its inception was -56.03%, 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.
Loading graphics...
Drawdown Indicators
| MMUFX | FLCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.03% | -63.67% | +7.64% |
Max Drawdown (1Y)Largest decline over 1 year | -8.06% | -12.34% | +4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -21.64% | -21.69% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -35.82% | -37.11% | +1.29% |
Current DrawdownCurrent decline from peak | -3.91% | -9.55% | +5.64% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -13.89% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.66% | +0.32% |
Volatility
MMUFX vs. FLCSX - Volatility Comparison
MFS Utilities Fund (MMUFX) has a higher volatility of 5.34% compared to Fidelity Large Cap Stock Fund (FLCSX) at 4.46%. This indicates that MMUFX's price experiences larger fluctuations and is considered to be riskier than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MMUFX | FLCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.46% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 9.41% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 18.31% | -2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 16.82% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 18.65% | -2.11% |