GOIIX vs. MIEIX
Compare and contrast key facts about Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) and MFS International Equity Fund Class R6 (MIEIX).
GOIIX is managed by Goldman Sachs. It was launched on Jan 1, 1998. 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: GOIIX or MIEIX.
Correlation
The correlation between GOIIX and MIEIX is 0.81, 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
GOIIX vs. MIEIX - Performance Comparison
Key characteristics
GOIIX:
0.12
MIEIX:
-0.06
GOIIX:
0.22
MIEIX:
0.02
GOIIX:
1.03
MIEIX:
1.00
GOIIX:
0.16
MIEIX:
-0.08
GOIIX:
0.42
MIEIX:
-0.19
GOIIX:
2.88%
MIEIX:
4.13%
GOIIX:
9.95%
MIEIX:
13.89%
GOIIX:
-48.04%
MIEIX:
-50.56%
GOIIX:
-7.75%
MIEIX:
-10.53%
Returns By Period
In the year-to-date period, GOIIX achieves a -2.16% return, which is significantly lower than MIEIX's -0.74% return. Over the past 10 years, GOIIX has underperformed MIEIX with an annualized return of 4.93%, while MIEIX has yielded a comparatively higher 5.65% annualized return.
GOIIX
-2.16%
-4.32%
-5.84%
1.87%
8.24%
4.93%
MIEIX
-0.74%
-10.26%
-7.63%
0.02%
11.02%
5.65%
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GOIIX vs. MIEIX - Expense Ratio Comparison
GOIIX has a 0.19% expense ratio, which is lower than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
GOIIX vs. MIEIX — Risk-Adjusted Performance Rank
GOIIX
MIEIX
GOIIX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) 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
GOIIX vs. MIEIX - Dividend Comparison
GOIIX's dividend yield for the trailing twelve months is around 4.38%, more than MIEIX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOIIX Goldman Sachs Growth and Income Strategy Portfolio | 4.38% | 3.82% | 1.97% | 4.18% | 4.10% | 1.78% | 2.29% | 3.03% | 2.73% | 1.38% | 3.96% | 2.97% |
MIEIX MFS International Equity Fund Class R6 | 1.48% | 1.47% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% |
Drawdowns
GOIIX vs. MIEIX - Drawdown Comparison
The maximum GOIIX drawdown since its inception was -48.04%, roughly equal to the maximum MIEIX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for GOIIX and MIEIX. For additional features, visit the drawdowns tool.
Volatility
GOIIX vs. MIEIX - Volatility Comparison
The current volatility for Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) is 4.04%, while MFS International Equity Fund Class R6 (MIEIX) has a volatility of 7.12%. This indicates that GOIIX experiences smaller price fluctuations and is considered to be less risky than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.