MVCKX vs. MITTX
Compare and contrast key facts about MFS Mid Cap Value Fund Class R6 (MVCKX) and MFS Massachusetts Investors Trust (MITTX).
MVCKX is an actively managed fund by MFS. It was launched on Feb 1, 2013. MITTX is managed by MFS. It was launched on Jul 15, 1924.
Performance
MVCKX vs. MITTX - Performance Comparison
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MVCKX vs. MITTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | -1.12% | 6.47% | 6.80% | 12.92% | -8.62% | 30.93% | 4.40% | 31.11% | -11.35% | 13.83% |
MITTX MFS Massachusetts Investors Trust | -6.58% | 13.67% | 19.69% | 19.26% | -16.27% | 26.73% | 18.72% | 31.92% | -5.56% | 23.55% |
Returns By Period
In the year-to-date period, MVCKX achieves a -1.12% return, which is significantly higher than MITTX's -6.58% return. Over the past 10 years, MVCKX has underperformed MITTX with an annualized return of 8.68%, while MITTX has yielded a comparatively higher 12.28% annualized return.
MVCKX
- 1D
- -0.71%
- 1M
- -8.39%
- YTD
- -1.12%
- 6M
- 0.11%
- 1Y
- 8.03%
- 3Y*
- 8.06%
- 5Y*
- 6.01%
- 10Y*
- 8.68%
MITTX
- 1D
- -0.15%
- 1M
- -8.19%
- YTD
- -6.58%
- 6M
- -4.84%
- 1Y
- 8.95%
- 3Y*
- 13.55%
- 5Y*
- 8.64%
- 10Y*
- 12.28%
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MVCKX vs. MITTX - Expense Ratio Comparison
MVCKX has a 0.62% expense ratio, which is lower than MITTX's 0.70% expense ratio.
Return for Risk
MVCKX vs. MITTX — Risk / Return Rank
MVCKX
MITTX
MVCKX vs. MITTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Value Fund Class R6 (MVCKX) and MFS Massachusetts Investors Trust (MITTX). 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.
| MVCKX | MITTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.59 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.79 | 0.94 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.70 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.13 | 2.89 | -0.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MVCKX | MITTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.59 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.56 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.72 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Correlation
The correlation between MVCKX and MITTX is 0.85, 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.
Dividends
MVCKX vs. MITTX - Dividend Comparison
MVCKX's dividend yield for the trailing twelve months is around 8.36%, less than MITTX's 15.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVCKX MFS Mid Cap Value Fund Class R6 | 8.36% | 8.27% | 3.87% | 3.00% | 5.44% | 5.88% | 1.12% | 2.32% | 6.65% | 3.68% | 0.06% | 4.87% |
MITTX MFS Massachusetts Investors Trust | 15.33% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
Drawdowns
MVCKX vs. MITTX - Drawdown Comparison
The maximum MVCKX drawdown since its inception was -42.75%, smaller than the maximum MITTX drawdown of -49.54%. Use the drawdown chart below to compare losses from any high point for MVCKX and MITTX.
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Drawdown Indicators
| MVCKX | MITTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.75% | -49.54% | +6.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.54% | -10.76% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -23.27% | -2.69% |
Max Drawdown (10Y)Largest decline over 10 years | -42.75% | -33.45% | -9.30% |
Current DrawdownCurrent decline from peak | -9.36% | -9.76% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -10.57% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 2.60% | +0.80% |
Volatility
MVCKX vs. MITTX - Volatility Comparison
MFS Mid Cap Value Fund Class R6 (MVCKX) has a higher volatility of 4.53% compared to MFS Massachusetts Investors Trust (MITTX) at 4.02%. This indicates that MVCKX's price experiences larger fluctuations and is considered to be riskier than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MVCKX | MITTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 4.02% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.94% | 8.50% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 16.17% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 15.65% | +1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.37% | 17.19% | +2.18% |