WFSPX vs. MEIKX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and MFS Value Fund (MEIKX).
WFSPX is managed by Blackrock. It was launched on Jul 30, 1993. 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: WFSPX or MEIKX.
Correlation
The correlation between WFSPX and MEIKX is 0.88, 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
WFSPX vs. MEIKX - Performance Comparison
Key characteristics
WFSPX:
0.53
MEIKX:
-0.09
WFSPX:
0.86
MEIKX:
-0.01
WFSPX:
1.13
MEIKX:
1.00
WFSPX:
0.55
MEIKX:
-0.08
WFSPX:
2.25
MEIKX:
-0.22
WFSPX:
4.55%
MEIKX:
6.96%
WFSPX:
19.38%
MEIKX:
16.61%
WFSPX:
-89.72%
MEIKX:
-36.68%
WFSPX:
-9.84%
MEIKX:
-13.04%
Returns By Period
In the year-to-date period, WFSPX achieves a -5.67% return, which is significantly lower than MEIKX's -0.33% return. Over the past 10 years, WFSPX has outperformed MEIKX with an annualized return of 11.80%, while MEIKX has yielded a comparatively lower 5.61% annualized return.
WFSPX
-5.67%
-2.85%
-4.34%
9.60%
15.41%
11.80%
MEIKX
-0.33%
-3.91%
-9.72%
-1.29%
7.19%
5.61%
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WFSPX vs. MEIKX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than MEIKX's 0.43% expense ratio.
Risk-Adjusted Performance
WFSPX vs. MEIKX — Risk-Adjusted Performance Rank
WFSPX
MEIKX
WFSPX vs. MEIKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) 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
WFSPX vs. MEIKX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.30%, less than MEIKX's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 1.30% | 1.25% | 1.44% | 1.69% | 1.25% | 1.55% | 1.99% | 2.03% | 1.74% | 2.07% | 1.95% | 1.84% |
MEIKX MFS Value Fund | 2.05% | 1.99% | 1.90% | 2.10% | 1.47% | 1.71% | 2.04% | 2.23% | 1.69% | 2.12% | 6.72% | 5.53% |
Drawdowns
WFSPX vs. MEIKX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -89.72%, which is greater than MEIKX's maximum drawdown of -36.68%. Use the drawdown chart below to compare losses from any high point for WFSPX and MEIKX. For additional features, visit the drawdowns tool.
Volatility
WFSPX vs. MEIKX - Volatility Comparison
iShares S&P 500 Index Fund (WFSPX) has a higher volatility of 14.14% compared to MFS Value Fund (MEIKX) at 10.89%. This indicates that WFSPX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.