EISIX vs. MINIX
Compare and contrast key facts about Carillon ClariVest International Stock Fund (EISIX) and MFS International Intrinsic Value Fund Class I (MINIX).
EISIX is managed by Carillon Family of Funds. It was launched on Feb 27, 2013. MINIX is managed by MFS.
Performance
EISIX vs. MINIX - Performance Comparison
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EISIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EISIX Carillon ClariVest International Stock Fund | 0.22% | 39.31% | 14.86% | 20.02% | -11.83% | 17.84% | 2.92% | 18.66% | -17.86% | 27.57% |
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, EISIX achieves a 0.22% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, EISIX has outperformed MINIX with an annualized return of 10.29%, while MINIX has yielded a comparatively lower 9.57% annualized return.
EISIX
- 1D
- -0.22%
- 1M
- -12.37%
- YTD
- 0.22%
- 6M
- 7.42%
- 1Y
- 32.61%
- 3Y*
- 20.96%
- 5Y*
- 13.11%
- 10Y*
- 10.29%
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
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EISIX vs. MINIX - Expense Ratio Comparison
EISIX has a 0.96% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
EISIX vs. MINIX — Risk / Return Rank
EISIX
MINIX
EISIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon ClariVest International Stock Fund (EISIX) and MFS International Intrinsic Value Fund Class I (MINIX). 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.
| EISIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 1.12 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.52 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.22 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.33 | +1.06 |
Martin ratioReturn relative to average drawdown | 9.78 | 5.28 | +4.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EISIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.12 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.44 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.62 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Correlation
The correlation between EISIX and MINIX is 0.87, 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.
Dividends
EISIX vs. MINIX - Dividend Comparison
EISIX's dividend yield for the trailing twelve months is around 2.99%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EISIX Carillon ClariVest International Stock Fund | 2.99% | 3.00% | 3.83% | 2.95% | 0.87% | 1.81% | 1.09% | 2.39% | 1.81% | 1.36% | 2.31% | 0.77% |
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
EISIX vs. MINIX - Drawdown Comparison
The maximum EISIX drawdown since its inception was -39.30%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for EISIX and MINIX.
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Drawdown Indicators
| EISIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -51.72% | +12.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.42% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.05% | -36.78% | +9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -36.78% | -2.52% |
Current DrawdownCurrent decline from peak | -12.54% | -11.89% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -8.64% | +1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.13% | -0.07% |
Volatility
EISIX vs. MINIX - Volatility Comparison
Carillon ClariVest International Stock Fund (EISIX) has a higher volatility of 7.99% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 5.98%. This indicates that EISIX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EISIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 5.98% | +2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 10.11% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 15.74% | +1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 16.45% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.55% | 15.52% | +1.03% |