MIAGX vs. MINIX
Compare and contrast key facts about MFS Aggressive Growth Allocation Fund (MIAGX) and MFS International Intrinsic Value Fund Class I (MINIX).
MIAGX is managed by MFS. It was launched on Jun 27, 2002. MINIX is managed by MFS.
Performance
MIAGX vs. MINIX - Performance Comparison
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MIAGX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | -3.67% | 15.20% | 12.11% | 16.29% | -16.94% | 19.16% | 15.81% | 29.98% | -6.72% | 23.23% |
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, MIAGX achieves a -3.67% return, which is significantly lower than MINIX's -3.26% return. Over the past 10 years, MIAGX has outperformed MINIX with an annualized return of 10.18%, while MINIX has yielded a comparatively lower 9.57% annualized return.
MIAGX
- 1D
- -0.19%
- 1M
- -8.44%
- YTD
- -3.67%
- 6M
- -2.28%
- 1Y
- 10.98%
- 3Y*
- 11.37%
- 5Y*
- 6.63%
- 10Y*
- 10.18%
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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MIAGX vs. MINIX - Expense Ratio Comparison
MIAGX has a 0.13% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MIAGX vs. MINIX — Risk / Return Rank
MIAGX
MINIX
MIAGX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Aggressive Growth Allocation Fund (MIAGX) 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.
| MIAGX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.12 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.52 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.33 | -0.48 |
Martin ratioReturn relative to average drawdown | 3.94 | 5.28 | -1.34 |
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
| MIAGX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.12 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.44 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.62 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.06 |
Correlation
The correlation between MIAGX and MINIX is 0.82, 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
MIAGX vs. MINIX - Dividend Comparison
MIAGX's dividend yield for the trailing twelve months is around 8.12%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIAGX MFS Aggressive Growth Allocation Fund | 8.12% | 7.82% | 5.16% | 3.41% | 4.49% | 6.84% | 3.69% | 4.80% | 6.06% | 4.25% | 3.12% | 5.45% |
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
MIAGX vs. MINIX - Drawdown Comparison
The maximum MIAGX drawdown since its inception was -55.00%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MIAGX and MINIX.
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Drawdown Indicators
| MIAGX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.00% | -51.72% | -3.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -12.42% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -25.51% | -36.78% | +11.27% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -36.78% | +4.00% |
Current DrawdownCurrent decline from peak | -8.65% | -11.89% | +3.24% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -8.64% | +1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 3.13% | -0.71% |
Volatility
MIAGX vs. MINIX - Volatility Comparison
The current volatility for MFS Aggressive Growth Allocation Fund (MIAGX) is 4.09%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MIAGX 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
| MIAGX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 5.98% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 10.11% | -2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 15.74% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.41% | 16.45% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 15.52% | -0.10% |