MFRFX vs. MINIX
Compare and contrast key facts about MFS Research Fund (MFRFX) and MFS International Intrinsic Value Fund Class I (MINIX).
MFRFX is managed by MFS. It was launched on Oct 13, 1971. MINIX is managed by MFS.
Performance
MFRFX vs. MINIX - Performance Comparison
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MFRFX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFRFX MFS Research Fund | -7.53% | 12.80% | 18.77% | 22.49% | -17.21% | 24.66% | 16.63% | 33.13% | -4.51% | 23.31% |
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, MFRFX achieves a -7.53% return, which is significantly lower than MINIX's -3.26% return. Over the past 10 years, MFRFX has outperformed MINIX with an annualized return of 11.79%, while MINIX has yielded a comparatively lower 9.57% annualized return.
MFRFX
- 1D
- -0.21%
- 1M
- -7.65%
- YTD
- -7.53%
- 6M
- -5.94%
- 1Y
- 9.85%
- 3Y*
- 13.29%
- 5Y*
- 8.27%
- 10Y*
- 11.79%
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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MFRFX vs. MINIX - Expense Ratio Comparison
MFRFX has a 0.78% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MFRFX vs. MINIX — Risk / Return Rank
MFRFX
MINIX
MFRFX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Research Fund (MFRFX) 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.
| MFRFX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.12 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.52 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.33 | -0.64 |
Martin ratioReturn relative to average drawdown | 2.99 | 5.28 | -2.28 |
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
| MFRFX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.12 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.44 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.62 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.55 | -0.12 |
Correlation
The correlation between MFRFX and MINIX is 0.67, 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.
Dividends
MFRFX vs. MINIX - Dividend Comparison
MFRFX's dividend yield for the trailing twelve months is around 17.40%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFRFX MFS Research Fund | 17.40% | 16.09% | 10.04% | 6.68% | 7.56% | 5.43% | 5.09% | 3.68% | 12.52% | 8.80% | 4.63% | 6.98% |
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
MFRFX vs. MINIX - Drawdown Comparison
The maximum MFRFX drawdown since its inception was -56.15%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MFRFX and MINIX.
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Drawdown Indicators
| MFRFX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.15% | -51.72% | -4.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.84% | -12.42% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.37% | -36.78% | +13.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.52% | -36.78% | +3.26% |
Current DrawdownCurrent decline from peak | -9.63% | -11.89% | +2.26% |
Average DrawdownAverage peak-to-trough decline | -14.50% | -8.64% | -5.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.13% | -0.41% |
Volatility
MFRFX vs. MINIX - Volatility Comparison
The current volatility for MFS Research Fund (MFRFX) is 4.20%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MFRFX 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
| MFRFX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 5.98% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.90% | 10.11% | -1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.84% | 15.74% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 16.45% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.57% | 15.52% | +2.05% |