MRBIX vs. WOBDX
Compare and contrast key facts about MFS Total Return Bond Fund (MRBIX) and JPMorgan Core Bond Fund (WOBDX).
MRBIX is managed by MFS. It was launched on Jan 4, 1999. WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRBIX or WOBDX.
Correlation
The correlation between MRBIX and WOBDX is 0.88, 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
MRBIX vs. WOBDX - Performance Comparison
Key characteristics
MRBIX:
0.66
WOBDX:
0.58
MRBIX:
0.96
WOBDX:
0.86
MRBIX:
1.12
WOBDX:
1.10
MRBIX:
0.28
WOBDX:
0.25
MRBIX:
1.85
WOBDX:
1.49
MRBIX:
1.92%
WOBDX:
2.07%
MRBIX:
5.38%
WOBDX:
5.29%
MRBIX:
-19.71%
WOBDX:
-18.25%
MRBIX:
-7.80%
WOBDX:
-8.14%
Returns By Period
In the year-to-date period, MRBIX achieves a -0.21% return, which is significantly lower than WOBDX's 0.10% return. Over the past 10 years, MRBIX has outperformed WOBDX with an annualized return of 1.50%, while WOBDX has yielded a comparatively lower 1.15% annualized return.
MRBIX
-0.21%
0.05%
1.31%
3.78%
-0.14%
1.50%
WOBDX
0.10%
0.03%
0.99%
3.29%
-0.40%
1.15%
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MRBIX vs. WOBDX - Expense Ratio Comparison
MRBIX has a 0.45% expense ratio, which is lower than WOBDX's 0.50% expense ratio.
Risk-Adjusted Performance
MRBIX vs. WOBDX — Risk-Adjusted Performance Rank
MRBIX
WOBDX
MRBIX vs. WOBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Total Return Bond Fund (MRBIX) and JPMorgan Core Bond Fund (WOBDX). 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
MRBIX vs. WOBDX - Dividend Comparison
MRBIX's dividend yield for the trailing twelve months is around 4.39%, more than WOBDX's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRBIX MFS Total Return Bond Fund | 4.39% | 4.38% | 4.12% | 3.12% | 2.13% | 2.64% | 3.05% | 2.86% | 2.64% | 3.00% | 3.45% | 3.53% |
WOBDX JPMorgan Core Bond Fund | 3.96% | 3.96% | 3.78% | 2.68% | 2.07% | 2.36% | 2.77% | 3.01% | 2.66% | 2.47% | 2.34% | 2.53% |
Drawdowns
MRBIX vs. WOBDX - Drawdown Comparison
The maximum MRBIX drawdown since its inception was -19.71%, which is greater than WOBDX's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for MRBIX and WOBDX. For additional features, visit the drawdowns tool.
Volatility
MRBIX vs. WOBDX - Volatility Comparison
MFS Total Return Bond Fund (MRBIX) and JPMorgan Core Bond Fund (WOBDX) have volatilities of 1.46% and 1.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.