MDIZX vs. FINVX
Compare and contrast key facts about MFS International Diversification Fund R6 (MDIZX) and Fidelity Series International Value Fund (FINVX).
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. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
MDIZX vs. FINVX - Performance Comparison
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MDIZX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDIZX MFS International Diversification Fund R6 | -0.18% | 27.99% | 6.52% | 14.48% | -17.04% | 7.79% | 15.45% | 26.09% | -10.93% | 3.71% |
FINVX Fidelity Series International Value Fund | 1.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 1.66% |
Returns By Period
In the year-to-date period, MDIZX achieves a -0.18% return, which is significantly lower than FINVX's 1.28% return.
MDIZX
- 1D
- 2.59%
- 1M
- -7.35%
- YTD
- -0.18%
- 6M
- 3.01%
- 1Y
- 20.14%
- 3Y*
- 13.13%
- 5Y*
- 6.22%
- 10Y*
- —
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
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MDIZX vs. FINVX - Expense Ratio Comparison
MDIZX has a 0.73% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
MDIZX vs. FINVX — Risk / Return Rank
MDIZX
FINVX
MDIZX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Diversification Fund R6 (MDIZX) and Fidelity Series International Value Fund (FINVX). 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 | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.68 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.23 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.41 | -0.69 |
Martin ratioReturn relative to average drawdown | 6.75 | 9.65 | -2.90 |
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 | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.68 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.81 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.35 | +0.16 |
Correlation
The correlation between MDIZX and FINVX 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. FINVX - Dividend Comparison
MDIZX's dividend yield for the trailing twelve months is around 5.27%, less than FINVX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDIZX MFS International Diversification Fund R6 | 5.27% | 5.26% | 3.61% | 4.24% | 2.76% | 2.79% | 1.72% | 2.57% | 3.23% | 1.66% | 0.00% | 0.00% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
MDIZX vs. FINVX - Drawdown Comparison
The maximum MDIZX drawdown since its inception was -30.09%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for MDIZX and FINVX.
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Drawdown Indicators
| MDIZX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -42.48% | +12.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -11.66% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -30.09% | -27.13% | -2.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.48% | — |
Current DrawdownCurrent decline from peak | -8.99% | -6.84% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -9.11% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.91% | -0.01% |
Volatility
MDIZX vs. FINVX - Volatility Comparison
The current volatility for MFS International Diversification Fund R6 (MDIZX) is 6.28%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.58%. This indicates that MDIZX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDIZX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 7.58% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.37% | 10.99% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.97% | 17.67% | -3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 16.62% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.20% | 18.01% | -2.81% |