MFEIX vs. MINIX
Compare and contrast key facts about MFS Growth I (MFEIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. MINIX is managed by MFS.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or MINIX.
Correlation
The correlation between MFEIX and MINIX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFEIX vs. MINIX - Performance Comparison
Key characteristics
MFEIX:
-0.42
MINIX:
0.07
MFEIX:
-0.40
MINIX:
0.21
MFEIX:
0.94
MINIX:
1.03
MFEIX:
-0.36
MINIX:
0.04
MFEIX:
-1.05
MINIX:
0.18
MFEIX:
10.48%
MINIX:
7.71%
MFEIX:
26.32%
MINIX:
19.09%
MFEIX:
-74.67%
MINIX:
-48.89%
MFEIX:
-26.56%
MINIX:
-27.48%
Returns By Period
In the year-to-date period, MFEIX achieves a -13.81% return, which is significantly lower than MINIX's 7.28% return. Over the past 10 years, MFEIX has outperformed MINIX with an annualized return of 9.13%, while MINIX has yielded a comparatively lower 2.26% annualized return.
MFEIX
-13.81%
-7.75%
-21.07%
-9.45%
6.78%
9.13%
MINIX
7.28%
-4.64%
-8.09%
1.24%
0.04%
2.26%
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MFEIX vs. MINIX - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Risk-Adjusted Performance
MFEIX vs. MINIX — Risk-Adjusted Performance Rank
MFEIX
MINIX
MFEIX vs. MINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) 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.
Dividends
MFEIX vs. MINIX - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 0.10%, less than MINIX's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 0.10% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 2.50% | 0.02% | 0.22% | 3.90% |
MINIX MFS International Intrinsic Value Fund Class I | 1.89% | 2.03% | 1.95% | 1.06% | 0.80% | 0.62% | 1.02% | 1.59% | 1.60% | 1.72% | 1.49% | 5.59% |
Drawdowns
MFEIX vs. MINIX - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than MINIX's maximum drawdown of -48.89%. Use the drawdown chart below to compare losses from any high point for MFEIX and MINIX. For additional features, visit the drawdowns tool.
Volatility
MFEIX vs. MINIX - Volatility Comparison
MFS Growth I (MFEIX) has a higher volatility of 15.05% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 10.10%. This indicates that MFEIX'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.