MMUFX vs. VFIAX
Compare and contrast key facts about MFS Utilities Fund (MMUFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
MMUFX is managed by MFS. It was launched on Feb 13, 1992. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMUFX or VFIAX.
Correlation
The correlation between MMUFX and VFIAX is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MMUFX vs. VFIAX - Performance Comparison
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Key characteristics
MMUFX:
11.54%
VFIAX:
19.36%
MMUFX:
-0.68%
VFIAX:
-55.20%
MMUFX:
-0.43%
VFIAX:
-7.63%
Returns By Period
MMUFX
N/A
N/A
N/A
N/A
N/A
N/A
VFIAX
-3.36%
5.60%
-4.99%
9.78%
16.36%
12.30%
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MMUFX vs. VFIAX - Expense Ratio Comparison
MMUFX has a 0.99% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
MMUFX vs. VFIAX — Risk-Adjusted Performance Rank
MMUFX
VFIAX
MMUFX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Utilities Fund (MMUFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
MMUFX's dividend yield for the trailing twelve months is around 3.64%, more than VFIAX's 1.33% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.33% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
MMUFX vs. VFIAX - Drawdown Comparison
The maximum MMUFX drawdown since its inception was -0.68%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MMUFX and VFIAX. For additional features, visit the drawdowns tool.
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Volatility
MMUFX vs. VFIAX - Volatility Comparison
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