PRFDX vs. MITTX
Compare and contrast key facts about T. Rowe Price Equity Income Fund (PRFDX) and MFS Massachusetts Investors Trust (MITTX).
PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985. MITTX is managed by MFS. It was launched on Jul 15, 1924.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRFDX or MITTX.
Correlation
The correlation between PRFDX and MITTX 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.
Performance
PRFDX vs. MITTX - Performance Comparison
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Key characteristics
PRFDX:
-0.03
MITTX:
-0.23
PRFDX:
0.15
MITTX:
-0.12
PRFDX:
1.02
MITTX:
0.98
PRFDX:
0.02
MITTX:
-0.14
PRFDX:
0.07
MITTX:
-0.40
PRFDX:
7.14%
MITTX:
10.12%
PRFDX:
17.35%
MITTX:
20.73%
PRFDX:
-61.32%
MITTX:
-48.88%
PRFDX:
-9.42%
MITTX:
-17.91%
Returns By Period
In the year-to-date period, PRFDX achieves a 3.19% return, which is significantly higher than MITTX's 0.28% return. Over the past 10 years, PRFDX has underperformed MITTX with an annualized return of 2.89%, while MITTX has yielded a comparatively higher 3.59% annualized return.
PRFDX
3.19%
7.28%
-8.17%
-0.51%
11.08%
2.89%
MITTX
0.28%
7.31%
-13.68%
-4.80%
7.23%
3.59%
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PRFDX vs. MITTX - Expense Ratio Comparison
PRFDX has a 0.63% expense ratio, which is lower than MITTX's 0.70% expense ratio.
Risk-Adjusted Performance
PRFDX vs. MITTX — Risk-Adjusted Performance Rank
PRFDX
MITTX
PRFDX vs. MITTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income Fund (PRFDX) 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.
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Dividends
PRFDX vs. MITTX - Dividend Comparison
PRFDX's dividend yield for the trailing twelve months is around 1.98%, more than MITTX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFDX T. Rowe Price Equity Income Fund | 1.98% | 2.12% | 2.09% | 2.13% | 1.75% | 2.18% | 2.37% | 2.67% | 2.01% | 2.32% | 2.28% | 2.01% |
MITTX MFS Massachusetts Investors Trust | 0.52% | 0.52% | 0.88% | 1.00% | 0.65% | 8.31% | 0.65% | 1.10% | 0.95% | 0.94% | 1.61% | 7.54% |
Drawdowns
PRFDX vs. MITTX - Drawdown Comparison
The maximum PRFDX drawdown since its inception was -61.32%, which is greater than MITTX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for PRFDX and MITTX. For additional features, visit the drawdowns tool.
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Volatility
PRFDX vs. MITTX - Volatility Comparison
The current volatility for T. Rowe Price Equity Income Fund (PRFDX) is 4.91%, while MFS Massachusetts Investors Trust (MITTX) has a volatility of 5.41%. This indicates that PRFDX experiences smaller price fluctuations and is considered to be less risky than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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