PEOPX vs. MEIAX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and MFS Value Fund (MEIAX).
PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. MEIAX is managed by MFS. It was launched on Jan 2, 1996.
Performance
PEOPX vs. MEIAX - Performance Comparison
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PEOPX vs. MEIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
MEIAX MFS Value Fund | 1.01% | 12.97% | 11.60% | 7.92% | -6.25% | 25.11% | 3.71% | 29.73% | -10.11% | 16.97% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than MEIAX's 1.01% return. Over the past 10 years, PEOPX has outperformed MEIAX with an annualized return of 13.41%, while MEIAX has yielded a comparatively lower 9.65% annualized return.
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
MEIAX
- 1D
- 1.64%
- 1M
- -5.04%
- YTD
- 1.01%
- 6M
- 3.48%
- 1Y
- 10.10%
- 3Y*
- 11.75%
- 5Y*
- 8.09%
- 10Y*
- 9.65%
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PEOPX vs. MEIAX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than MEIAX's 0.80% expense ratio.
Return for Risk
PEOPX vs. MEIAX — Risk / Return Rank
PEOPX
MEIAX
PEOPX vs. MEIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and MFS Value Fund (MEIAX). 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.
| PEOPX | MEIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.67 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.01 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.99 | +0.48 |
Martin ratioReturn relative to average drawdown | 7.05 | 4.36 | +2.70 |
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
| PEOPX | MEIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.67 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.58 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.58 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.58 | -0.11 |
Correlation
The correlation between PEOPX and MEIAX is 0.89, 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
PEOPX vs. MEIAX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than MEIAX's 9.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
MEIAX MFS Value Fund | 9.44% | 9.34% | 9.10% | 8.21% | 7.36% | 3.10% | 2.42% | 2.97% | 3.36% | 3.87% | 2.84% | 5.73% |
Drawdowns
PEOPX vs. MEIAX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than MEIAX's maximum drawdown of -52.85%. Use the drawdown chart below to compare losses from any high point for PEOPX and MEIAX.
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Drawdown Indicators
| PEOPX | MEIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -52.85% | -4.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.10% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -17.72% | -7.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -36.71% | +2.86% |
Current DrawdownCurrent decline from peak | -6.32% | -5.04% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -6.57% | -3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.53% | +0.01% |
Volatility
PEOPX vs. MEIAX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 5.34% compared to MFS Value Fund (MEIAX) at 3.64%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than MEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | MEIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.64% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 7.85% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 14.83% | +3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 13.91% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 16.55% | +1.40% |