MGTIX vs. MINIX
Compare and contrast key facts about MFS Massachusetts Investors Growth Stock Fund (MGTIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MGTIX is managed by MFS. It was launched on Jan 1, 1932. MINIX is managed by MFS.
Performance
MGTIX vs. MINIX - Performance Comparison
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MGTIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGTIX MFS Massachusetts Investors Growth Stock Fund | -11.87% | 10.23% | 27.38% | 24.40% | -18.99% | 26.41% | 22.84% | 40.17% | 1.07% | 28.97% |
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, MGTIX achieves a -11.87% return, which is significantly lower than MINIX's -3.26% return. Over the past 10 years, MGTIX has outperformed MINIX with an annualized return of 13.59%, while MINIX has yielded a comparatively lower 9.57% annualized return.
MGTIX
- 1D
- -0.21%
- 1M
- -9.02%
- YTD
- -11.87%
- 6M
- -10.66%
- 1Y
- 2.34%
- 3Y*
- 12.60%
- 5Y*
- 8.76%
- 10Y*
- 13.59%
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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MGTIX vs. MINIX - Expense Ratio Comparison
MGTIX has a 0.45% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MGTIX vs. MINIX — Risk / Return Rank
MGTIX
MINIX
MGTIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Investors Growth Stock Fund (MGTIX) 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.
| MGTIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.12 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.52 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.33 | -1.27 |
Martin ratioReturn relative to average drawdown | 0.21 | 5.28 | -5.07 |
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
| MGTIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.12 | -0.97 |
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 | 0.75 | 0.62 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.55 | -0.08 |
Correlation
The correlation between MGTIX 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
MGTIX vs. MINIX - Dividend Comparison
MGTIX's dividend yield for the trailing twelve months is around 12.57%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGTIX MFS Massachusetts Investors Growth Stock Fund | 12.57% | 11.08% | 16.84% | 4.17% | 4.59% | 10.30% | 7.43% | 7.38% | 10.72% | 6.83% | 5.00% | 6.61% |
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
MGTIX vs. MINIX - Drawdown Comparison
The maximum MGTIX drawdown since its inception was -60.05%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MGTIX and MINIX.
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Drawdown Indicators
| MGTIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.05% | -51.72% | -8.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -12.42% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.52% | -36.78% | +10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -32.42% | -36.78% | +4.36% |
Current DrawdownCurrent decline from peak | -13.71% | -11.89% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -17.20% | -8.64% | -8.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.13% | +0.62% |
Volatility
MGTIX vs. MINIX - Volatility Comparison
The current volatility for MFS Massachusetts Investors Growth Stock Fund (MGTIX) is 4.34%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MGTIX 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
| MGTIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 5.98% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 10.11% | -0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 15.74% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 16.45% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.16% | 15.52% | +2.64% |