CIVVX vs. MIEIX
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and MFS International Equity Fund Class R6 (MIEIX).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIVVX or MIEIX.
Correlation
The correlation between CIVVX and MIEIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CIVVX vs. MIEIX - Performance Comparison
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Key characteristics
CIVVX:
0.15
MIEIX:
0.66
CIVVX:
0.39
MIEIX:
1.05
CIVVX:
1.06
MIEIX:
1.14
CIVVX:
0.20
MIEIX:
0.81
CIVVX:
0.51
MIEIX:
2.45
CIVVX:
7.41%
MIEIX:
4.43%
CIVVX:
19.28%
MIEIX:
15.00%
CIVVX:
-70.48%
MIEIX:
-50.56%
CIVVX:
-3.19%
MIEIX:
0.00%
Returns By Period
In the year-to-date period, CIVVX achieves a 14.99% return, which is significantly higher than MIEIX's 13.39% return. Over the past 10 years, CIVVX has underperformed MIEIX with an annualized return of 4.57%, while MIEIX has yielded a comparatively higher 6.66% annualized return.
CIVVX
14.99%
7.96%
6.57%
2.91%
14.84%
4.57%
MIEIX
13.39%
7.79%
12.78%
9.51%
11.78%
6.66%
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CIVVX vs. MIEIX - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
CIVVX vs. MIEIX — Risk-Adjusted Performance Rank
CIVVX
MIEIX
CIVVX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) 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.
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Dividends
CIVVX vs. MIEIX - Dividend Comparison
CIVVX's dividend yield for the trailing twelve months is around 1.66%, more than MIEIX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 1.66% | 1.91% | 1.63% | 1.54% | 1.60% | 1.11% | 2.95% | 2.51% | 1.73% | 1.69% | 1.70% | 2.31% |
MIEIX MFS International Equity Fund Class R6 | 1.29% | 1.47% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% |
Drawdowns
CIVVX vs. MIEIX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -70.48%, which is greater than MIEIX's maximum drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for CIVVX and MIEIX. For additional features, visit the drawdowns tool.
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Volatility
CIVVX vs. MIEIX - Volatility Comparison
Causeway International Value Fund (CIVVX) has a higher volatility of 3.70% compared to MFS International Equity Fund Class R6 (MIEIX) at 2.99%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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