PHTQX vs. MEIKX
Compare and contrast key facts about Principal LifeTime Hybrid 2025 Fund (PHTQX) and MFS Value Fund (MEIKX).
PHTQX is managed by Principal. It was launched on Sep 29, 2014. MEIKX is managed by MFS. It was launched on May 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHTQX or MEIKX.
Correlation
The correlation between PHTQX and MEIKX is 0.84, 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
PHTQX vs. MEIKX - Performance Comparison
Key characteristics
PHTQX:
1.71
MEIKX:
0.58
PHTQX:
2.40
MEIKX:
0.78
PHTQX:
1.31
MEIKX:
1.12
PHTQX:
1.09
MEIKX:
0.53
PHTQX:
8.44
MEIKX:
1.49
PHTQX:
1.41%
MEIKX:
4.87%
PHTQX:
6.94%
MEIKX:
12.57%
PHTQX:
-22.28%
MEIKX:
-36.68%
PHTQX:
-1.02%
MEIKX:
-9.40%
Returns By Period
In the year-to-date period, PHTQX achieves a 2.92% return, which is significantly lower than MEIKX's 3.84% return. Over the past 10 years, PHTQX has underperformed MEIKX with an annualized return of 5.00%, while MEIKX has yielded a comparatively higher 6.06% annualized return.
PHTQX
2.92%
2.43%
3.19%
10.40%
4.12%
5.00%
MEIKX
3.84%
2.45%
-3.33%
5.48%
3.96%
6.06%
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PHTQX vs. MEIKX - Expense Ratio Comparison
PHTQX has a 0.05% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
PHTQX vs. MEIKX — Risk-Adjusted Performance Rank
PHTQX
MEIKX
PHTQX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime Hybrid 2025 Fund (PHTQX) and MFS Value Fund (MEIKX). 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
PHTQX vs. MEIKX - Dividend Comparison
PHTQX's dividend yield for the trailing twelve months is around 2.72%, more than MEIKX's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHTQX Principal LifeTime Hybrid 2025 Fund | 2.72% | 2.80% | 2.82% | 2.04% | 2.39% | 3.64% | 2.27% | 1.92% | 2.07% | 1.73% | 1.73% | 4.87% |
MEIKX MFS Value Fund | 1.92% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
PHTQX vs. MEIKX - Drawdown Comparison
The maximum PHTQX drawdown since its inception was -22.28%, smaller than the maximum MEIKX drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for PHTQX and MEIKX. For additional features, visit the drawdowns tool.
Volatility
PHTQX vs. MEIKX - Volatility Comparison
The current volatility for Principal LifeTime Hybrid 2025 Fund (PHTQX) is 1.79%, while MFS Value Fund (MEIKX) has a volatility of 3.04%. This indicates that PHTQX experiences smaller price fluctuations and is considered to be less risky than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.