EQNIX vs. MINIX
Compare and contrast key facts about MFS Equity Income Fund (EQNIX) and MFS International Intrinsic Value Fund Class I (MINIX).
EQNIX is managed by MFS. It was launched on Sep 27, 2012. MINIX is managed by MFS.
Performance
EQNIX vs. MINIX - Performance Comparison
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EQNIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 0.37% | 16.90% | 12.89% | 16.23% | -6.97% | 26.35% | 8.59% | 25.72% | -7.55% | 19.34% |
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, EQNIX achieves a 0.37% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, EQNIX has outperformed MINIX with an annualized return of 11.47%, while MINIX has yielded a comparatively lower 9.57% annualized return.
EQNIX
- 1D
- -0.14%
- 1M
- -6.92%
- YTD
- 0.37%
- 6M
- 2.65%
- 1Y
- 16.88%
- 3Y*
- 14.50%
- 5Y*
- 10.67%
- 10Y*
- 11.47%
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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EQNIX vs. MINIX - Expense Ratio Comparison
EQNIX has a 0.64% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
EQNIX vs. MINIX — Risk / Return Rank
EQNIX
MINIX
EQNIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Equity Income Fund (EQNIX) 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.
| EQNIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.12 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.52 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.33 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.78 | 5.28 | +0.51 |
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
| EQNIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.12 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.44 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between EQNIX and MINIX is 0.75, 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
EQNIX vs. MINIX - Dividend Comparison
EQNIX's dividend yield for the trailing twelve months is around 12.13%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNIX MFS Equity Income Fund | 12.13% | 12.17% | 6.60% | 4.05% | 6.24% | 8.38% | 3.71% | 2.29% | 7.27% | 4.75% | 2.42% | 2.89% |
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
EQNIX vs. MINIX - Drawdown Comparison
The maximum EQNIX drawdown since its inception was -36.60%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for EQNIX and MINIX.
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Drawdown Indicators
| EQNIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.60% | -51.72% | +15.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -12.42% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -18.64% | -36.78% | +18.14% |
Max Drawdown (10Y)Largest decline over 10 years | -36.60% | -36.78% | +0.18% |
Current DrawdownCurrent decline from peak | -7.94% | -11.89% | +3.95% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -8.64% | +5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 3.13% | -0.35% |
Volatility
EQNIX vs. MINIX - Volatility Comparison
The current volatility for MFS Equity Income Fund (EQNIX) is 4.40%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that EQNIX experiences smaller price fluctuations and is considered to be less risky 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
| EQNIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 5.98% | -1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.88% | 10.11% | -1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 15.74% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.86% | 16.45% | -1.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 15.52% | +1.59% |