VEIPX vs. EQNIX
VEIPX (Vanguard Equity Income Fund Investor Shares) and EQNIX (MFS Equity Income Fund) are both Dividend funds. Over the past 10 years, VEIPX returned 11.77%/yr vs 12.79%/yr for EQNIX. Their correlation of 0.92 means they have usually moved in the same direction. VEIPX charges 0.28%/yr vs 0.64%/yr for EQNIX.
Performance
VEIPX vs. EQNIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VEIPX achieves a 11.80% return, which is significantly lower than EQNIX's 17.78% return. Over the past 10 years, VEIPX has underperformed EQNIX with an annualized return of 11.77%, while EQNIX has yielded a comparatively higher 12.79% annualized return.
VEIPX
- 1D
- 0.00%
- 1M
- 1.91%
- 6M
- 7.72%
- YTD
- 11.80%
- 1Y
- 23.19%
- 3Y*
- 15.55%
- 5Y*
- 11.63%
- 10Y*
- 11.77%
- ALL TIME*
- 10.38%
EQNIX
- 1D
- 0.04%
- 1M
- 1.99%
- 6M
- 11.11%
- YTD
- 17.78%
- 1Y
- 28.36%
- 3Y*
- 17.61%
- 5Y*
- 12.34%
- 10Y*
- 12.79%
- ALL TIME*
- 12.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VEIPX vs. EQNIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 11.80% | 17.14% | 14.80% | 7.66% | -0.16% | 25.41% | 2.97% | 25.21% | -5.75% | 17.60% |
EQNIX MFS Equity Income Fund | 17.78% | 16.90% | 12.89% | 16.23% | -6.97% | 26.35% | 8.59% | 25.72% | -7.55% | 19.34% |
Correlation
The correlation between VEIPX and EQNIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.92 |
The correlation between VEIPX and EQNIX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VEIPX vs. EQNIX — Risk / Return Rank
VEIPX
EQNIX
VEIPX vs. EQNIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) and MFS Equity Income Fund (EQNIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VEIPX | EQNIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.43 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.10 | 3.41 | -0.31 |
| Martin ratioReturn relative to average drawdown | 11.71 | 13.77 | -2.06 |
Loading charts...
Drawdowns
VEIPX vs. EQNIX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than EQNIX's maximum drawdown of -36.60%. Use the drawdown chart below to compare losses from any high point for VEIPX and EQNIX.
Loading charts...
Drawdown Indicators
| VEIPX | EQNIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.12% | -36.60% | -17.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -7.94% | +0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -13.39% | -16.26% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -18.64% | +3.48% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -36.60% | +1.34% |
Current DrawdownCurrent decline from peak | -0.85% | -0.39% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -3.41% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.96% | -0.07% |
Volatility
VEIPX vs. EQNIX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) and MFS Equity Income Fund (EQNIX) have volatilities of 2.57% and 2.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VEIPX | EQNIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.57% | 2.51% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 8.84% | -1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.26% | 11.70% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 14.91% | -1.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 17.08% | -0.83% |
VEIPX vs. EQNIX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is lower than EQNIX's 0.64% expense ratio.
Dividends
VEIPX vs. EQNIX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 9.83%, less than EQNIX's 10.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 10.33% | 12.17% | 6.60% | 4.05% | 6.24% | 8.38% | 3.71% | 2.29% | 7.27% | 4.75% | 2.42% | 2.89% |
VEIPX Vanguard Equity Income Fund Investor Shares | 9.83% | 10.94% | 9.74% | 7.87% | 8.69% | 7.62% | 2.77% | 4.36% | 10.87% | 2.98% | 3.78% | 6.39% |
Frequently Asked Questions
VEIPX and EQNIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VEIPX has higher volatility (2.57%) compared to EQNIX (2.51%). In terms of maximum drawdown, VEIPX dropped -54.12% vs EQNIX's -36.60%.
EQNIX currently has the higher Sharpe Ratio (2.32 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for VEIPX and EQNIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer