MFIOX vs. MINIX
Compare and contrast key facts about MFS Income Fund (MFIOX) and MFS International Intrinsic Value Fund Class I (MINIX).
MFIOX is managed by MFS. It was launched on Oct 29, 1987. MINIX is managed by MFS.
Performance
MFIOX vs. MINIX - Performance Comparison
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MFIOX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | -0.75% | 7.37% | 2.66% | 7.46% | -14.14% | -0.28% | 9.47% | 11.36% | -2.38% | 5.73% |
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, MFIOX achieves a -0.75% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, MFIOX has underperformed MINIX with an annualized return of 2.86%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MFIOX
- 1D
- 0.51%
- 1M
- -2.32%
- YTD
- -0.75%
- 6M
- 0.23%
- 1Y
- 4.02%
- 3Y*
- 4.39%
- 5Y*
- 0.72%
- 10Y*
- 2.86%
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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MFIOX vs. MINIX - Expense Ratio Comparison
MFIOX has a 0.73% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MFIOX vs. MINIX — Risk / Return Rank
MFIOX
MINIX
MFIOX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Income Fund (MFIOX) 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.
| MFIOX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.12 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.52 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.33 | +0.41 |
Martin ratioReturn relative to average drawdown | 5.58 | 5.28 | +0.30 |
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
| MFIOX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.12 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.44 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.55 | +0.81 |
Correlation
The correlation between MFIOX and MINIX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MFIOX vs. MINIX - Dividend Comparison
MFIOX's dividend yield for the trailing twelve months is around 4.32%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFIOX MFS Income Fund | 4.32% | 4.70% | 5.04% | 4.72% | 2.24% | 3.29% | 2.80% | 3.04% | 3.07% | 3.26% | 3.61% | 4.35% |
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
MFIOX vs. MINIX - Drawdown Comparison
The maximum MFIOX drawdown since its inception was -19.07%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MFIOX and MINIX.
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Drawdown Indicators
| MFIOX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.07% | -51.72% | +32.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -12.42% | +9.56% |
Max Drawdown (5Y)Largest decline over 5 years | -19.07% | -36.78% | +17.71% |
Max Drawdown (10Y)Largest decline over 10 years | -19.07% | -36.78% | +17.71% |
Current DrawdownCurrent decline from peak | -2.32% | -11.89% | +9.57% |
Average DrawdownAverage peak-to-trough decline | -2.19% | -8.64% | +6.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 3.13% | -2.24% |
Volatility
MFIOX vs. MINIX - Volatility Comparison
The current volatility for MFS Income Fund (MFIOX) is 1.39%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MFIOX 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
| MFIOX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.39% | 5.98% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 10.11% | -7.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 15.74% | -11.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 16.45% | -10.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 15.52% | -10.66% |