MGWIX vs. MINIX
Compare and contrast key facts about MFS Growth Allocation Fund (MGWIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MGWIX is managed by MFS. It was launched on Jun 27, 2002. MINIX is managed by MFS.
Performance
MGWIX vs. MINIX - Performance Comparison
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MGWIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGWIX MFS Growth Allocation Fund | -3.13% | 13.63% | 10.71% | 14.86% | -15.92% | 16.01% | 14.75% | 26.55% | -5.59% | 19.22% |
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
The year-to-date returns for both stocks are quite close, with MGWIX having a -3.13% return and MINIX slightly lower at -3.26%. Over the past 10 years, MGWIX has underperformed MINIX with an annualized return of 8.99%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MGWIX
- 1D
- -0.12%
- 1M
- -7.12%
- YTD
- -3.13%
- 6M
- -1.88%
- 1Y
- 9.90%
- 3Y*
- 10.29%
- 5Y*
- 5.84%
- 10Y*
- 8.99%
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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MGWIX vs. MINIX - Expense Ratio Comparison
MGWIX has a 0.69% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MGWIX vs. MINIX — Risk / Return Rank
MGWIX
MINIX
MGWIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Allocation Fund (MGWIX) 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.
| MGWIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.12 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.52 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.33 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.39 | 5.28 | -0.88 |
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
| MGWIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.12 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.62 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.55 | +0.02 |
Correlation
The correlation between MGWIX and MINIX is 0.83, 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
MGWIX vs. MINIX - Dividend Comparison
MGWIX's dividend yield for the trailing twelve months is around 8.51%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGWIX MFS Growth Allocation Fund | 8.51% | 8.24% | 6.24% | 3.84% | 4.83% | 7.28% | 3.79% | 5.00% | 6.89% | 5.04% | 3.11% | 5.08% |
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
MGWIX vs. MINIX - Drawdown Comparison
The maximum MGWIX drawdown since its inception was -47.83%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MGWIX and MINIX.
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Drawdown Indicators
| MGWIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.83% | -51.72% | +3.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.31% | -12.42% | +3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -23.39% | -36.78% | +13.39% |
Max Drawdown (10Y)Largest decline over 10 years | -29.09% | -36.78% | +7.69% |
Current DrawdownCurrent decline from peak | -7.33% | -11.89% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -8.64% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 3.13% | -1.10% |
Volatility
MGWIX vs. MINIX - Volatility Comparison
The current volatility for MFS Growth Allocation Fund (MGWIX) is 3.38%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MGWIX 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
| MGWIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 5.98% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 6.66% | 10.11% | -3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 15.74% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.07% | 16.45% | -4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.82% | 15.52% | -2.70% |