DODFX vs. MIEIX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and MFS International Equity Fund Class R6 (MIEIX).
DODFX is managed by Dodge & Cox. 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: DODFX or MIEIX.
Correlation
The correlation between DODFX and MIEIX is 0.70, 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
DODFX vs. MIEIX - Performance Comparison
Key characteristics
DODFX:
0.82
MIEIX:
0.73
DODFX:
1.18
MIEIX:
1.06
DODFX:
1.16
MIEIX:
1.14
DODFX:
0.90
MIEIX:
0.81
DODFX:
2.61
MIEIX:
2.46
DODFX:
4.98%
MIEIX:
4.43%
DODFX:
15.84%
MIEIX:
15.01%
DODFX:
-66.85%
MIEIX:
-50.56%
DODFX:
-2.76%
MIEIX:
-1.89%
Returns By Period
In the year-to-date period, DODFX achieves a 10.90% return, which is significantly higher than MIEIX's 8.84% return. Over the past 10 years, DODFX has underperformed MIEIX with an annualized return of 4.69%, while MIEIX has yielded a comparatively higher 6.33% annualized return.
DODFX
10.90%
-0.88%
4.26%
12.49%
15.71%
4.69%
MIEIX
8.84%
0.38%
3.68%
11.71%
11.65%
6.33%
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DODFX vs. MIEIX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is lower than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
DODFX vs. MIEIX — Risk-Adjusted Performance Rank
DODFX
MIEIX
DODFX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) 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.
Dividends
DODFX vs. MIEIX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 2.03%, more than MIEIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.03% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
MIEIX MFS International Equity Fund Class R6 | 1.35% | 1.47% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% | 4.89% |
Drawdowns
DODFX vs. MIEIX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -66.85%, which is greater than MIEIX's maximum drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for DODFX and MIEIX. For additional features, visit the drawdowns tool.
Volatility
DODFX vs. MIEIX - Volatility Comparison
Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 9.85% compared to MFS International Equity Fund Class R6 (MIEIX) at 9.25%. This indicates that DODFX'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.