MDIZX vs. APHIX
Compare and contrast key facts about MFS International Diversification Fund R6 (MDIZX) and Artisan International Fund Institutional Class (APHIX).
MDIZX is a passively managed fund by MFS that tracks the performance of the MSCI All Country World (ex-US) Index (net div). It was launched on Oct 2, 2017. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
MDIZX vs. APHIX - Performance Comparison
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MDIZX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDIZX MFS International Diversification Fund R6 | -2.70% | 27.99% | 6.52% | 14.48% | -17.04% | 7.79% | 15.45% | 26.09% | -10.93% | 3.71% |
APHIX Artisan International Fund Institutional Class | 3.79% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 2.57% |
Returns By Period
In the year-to-date period, MDIZX achieves a -2.70% return, which is significantly lower than APHIX's 3.79% return.
MDIZX
- 1D
- 0.07%
- 1M
- -11.29%
- YTD
- -2.70%
- 6M
- 0.91%
- 1Y
- 17.64%
- 3Y*
- 12.17%
- 5Y*
- 5.92%
- 10Y*
- —
APHIX
- 1D
- -0.57%
- 1M
- -8.93%
- YTD
- 3.79%
- 6M
- 5.56%
- 1Y
- 29.58%
- 3Y*
- 18.43%
- 5Y*
- 9.55%
- 10Y*
- 9.34%
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MDIZX vs. APHIX - Expense Ratio Comparison
MDIZX has a 0.73% expense ratio, which is lower than APHIX's 0.96% expense ratio.
Return for Risk
MDIZX vs. APHIX — Risk / Return Rank
MDIZX
APHIX
MDIZX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Diversification Fund R6 (MDIZX) and Artisan International Fund Institutional Class (APHIX). 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.
| MDIZX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.86 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.39 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 2.53 | -1.17 |
Martin ratioReturn relative to average drawdown | 5.37 | 10.66 | -5.28 |
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
| MDIZX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.86 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.62 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.29 | +0.20 |
Correlation
The correlation between MDIZX and APHIX is 0.89, 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
MDIZX vs. APHIX - Dividend Comparison
MDIZX's dividend yield for the trailing twelve months is around 5.41%, less than APHIX's 21.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDIZX MFS International Diversification Fund R6 | 5.41% | 5.26% | 3.61% | 4.24% | 2.76% | 2.79% | 1.72% | 2.57% | 3.23% | 1.66% | 0.00% | 0.00% |
APHIX Artisan International Fund Institutional Class | 21.80% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
MDIZX vs. APHIX - Drawdown Comparison
The maximum MDIZX drawdown since its inception was -30.09%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for MDIZX and APHIX.
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Drawdown Indicators
| MDIZX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -68.47% | +38.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -9.77% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.09% | -33.73% | +3.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.73% | — |
Current DrawdownCurrent decline from peak | -11.29% | -9.77% | -1.52% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -23.20% | +16.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.59% | +0.28% |
Volatility
MDIZX vs. APHIX - Volatility Comparison
The current volatility for MFS International Diversification Fund R6 (MDIZX) is 5.63%, while Artisan International Fund Institutional Class (APHIX) has a volatility of 6.04%. This indicates that MDIZX experiences smaller price fluctuations and is considered to be less risky than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDIZX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 6.04% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 10.13% | -1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.77% | 15.33% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.04% | 15.61% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.18% | 16.16% | -0.98% |