MRSAX vs. TCAF

In the year-to-date period, MRSAX achieves a 11.21% return, which is significantly higher than TCAF's 0.66% return.

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MRSAX has a 1.04% expense ratio, which is higher than TCAF's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Research International A (MRSAX) and T. Rowe Price Capital Appreciation Equity ETF (TCAF). 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.

The current MRSAX Sharpe Ratio is 0.44, which is comparable to the TCAF Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of MRSAX and TCAF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MRSAX's dividend yield for the trailing twelve months is around 1.63%, more than TCAF's 0.43% yield.

The maximum MRSAX drawdown since its inception was -58.32%, which is greater than TCAF's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for MRSAX and TCAF. For additional features, visit the drawdowns tool.

The current volatility for MFS Research International A (MRSAX) is 2.76%, while T. Rowe Price Capital Appreciation Equity ETF (TCAF) has a volatility of 5.87%. This indicates that MRSAX experiences smaller price fluctuations and is considered to be less risky than TCAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.