VTPSX vs. MIEIX

The year-to-date returns for both investments are quite close, with VTPSX having a 11.62% return and MIEIX slightly higher at 12.06%. Over the past 10 years, VTPSX has underperformed MIEIX with an annualized return of 5.12%, while MIEIX has yielded a comparatively higher 6.52% annualized return.

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VTPSX has a 0.07% expense ratio, which is lower than MIEIX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) and MFS International Equity Fund Class R6 (MIEIX). 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.

The current VTPSX Sharpe Ratio is 0.71, which is comparable to the MIEIX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of VTPSX and MIEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTPSX's dividend yield for the trailing twelve months is around 2.98%, more than MIEIX's 1.31% yield.

The maximum VTPSX drawdown since its inception was -35.77%, smaller than the maximum MIEIX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for VTPSX and MIEIX. For additional features, visit the drawdowns tool.

Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) and MFS International Equity Fund Class R6 (MIEIX) have volatilities of 3.76% and 3.59%, 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.