MFWIX vs. MINIX
Compare and contrast key facts about MFS Global Total Return Fund Class I (MFWIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MFWIX is managed by MFS. It was launched on Sep 4, 1990. MINIX is managed by MFS.
Performance
MFWIX vs. MINIX - Performance Comparison
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MFWIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
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, MFWIX achieves a -0.47% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, MFWIX has underperformed MINIX with an annualized return of 6.19%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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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MFWIX vs. MINIX - Expense Ratio Comparison
MFWIX has a 0.84% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MFWIX vs. MINIX — Risk / Return Rank
MFWIX
MINIX
MFWIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Total Return Fund Class I (MFWIX) 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.
| MFWIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.12 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.52 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.33 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.26 | 5.28 | +0.98 |
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
| MFWIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.12 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.44 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.62 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between MFWIX and MINIX is 0.90, 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
MFWIX vs. MINIX - Dividend Comparison
MFWIX's dividend yield for the trailing twelve months is around 8.81%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
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
MFWIX vs. MINIX - Drawdown Comparison
The maximum MFWIX drawdown since its inception was -33.01%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MFWIX and MINIX.
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Drawdown Indicators
| MFWIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.01% | -51.72% | +18.71% |
Max Drawdown (1Y)Largest decline over 1 year | -6.85% | -12.42% | +5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -20.22% | -36.78% | +16.56% |
Max Drawdown (10Y)Largest decline over 10 years | -23.36% | -36.78% | +13.42% |
Current DrawdownCurrent decline from peak | -6.50% | -11.89% | +5.39% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -8.64% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.13% | -1.39% |
Volatility
MFWIX vs. MINIX - Volatility Comparison
The current volatility for MFS Global Total Return Fund Class I (MFWIX) is 3.04%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MFWIX 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
| MFWIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 5.98% | -2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.25% | 10.11% | -4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.85% | 15.74% | -6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.09% | 16.45% | -7.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.60% | 15.52% | -5.92% |