MIDLX vs. ARTJX
Compare and contrast key facts about MFS International New Discovery Fund Class R6 (MIDLX) and Artisan International Small-Mid Fund (ARTJX).
MIDLX is a passively managed fund by MFS that tracks the performance of the MSCI All Country World ex-US Small Mid Cap Index. It was launched on Jun 1, 2012. ARTJX is managed by Artisan. It was launched on Dec 20, 2001.
Performance
MIDLX vs. ARTJX - Performance Comparison
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MIDLX vs. ARTJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | -4.04% | 17.03% | 3.33% | 13.21% | -18.52% | 5.17% | 10.15% | 24.97% | -10.29% | 30.65% |
ARTJX Artisan International Small-Mid Fund | -5.96% | 18.29% | -0.80% | 11.03% | -23.77% | 3.63% | 33.00% | 36.25% | -17.94% | 33.50% |
Returns By Period
In the year-to-date period, MIDLX achieves a -4.04% return, which is significantly higher than ARTJX's -5.96% return. Both investments have delivered pretty close results over the past 10 years, with MIDLX having a 6.07% annualized return and ARTJX not far behind at 5.97%.
MIDLX
- 1D
- -0.25%
- 1M
- -11.75%
- YTD
- -4.04%
- 6M
- -4.78%
- 1Y
- 9.51%
- 3Y*
- 7.41%
- 5Y*
- 2.30%
- 10Y*
- 6.07%
ARTJX
- 1D
- -0.44%
- 1M
- -8.91%
- YTD
- -5.96%
- 6M
- -3.74%
- 1Y
- 12.89%
- 3Y*
- 4.41%
- 5Y*
- -0.37%
- 10Y*
- 5.97%
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MIDLX vs. ARTJX - Expense Ratio Comparison
MIDLX has a 0.91% expense ratio, which is lower than ARTJX's 1.28% expense ratio.
Return for Risk
MIDLX vs. ARTJX — Risk / Return Rank
MIDLX
ARTJX
MIDLX vs. ARTJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund Class R6 (MIDLX) and Artisan International Small-Mid Fund (ARTJX). 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.
| MIDLX | ARTJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.75 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.12 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 0.89 | -0.24 |
Martin ratioReturn relative to average drawdown | 2.45 | 3.41 | -0.96 |
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
| MIDLX | ARTJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.75 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.02 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.35 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.54 | 0.00 |
Correlation
The correlation between MIDLX and ARTJX is 0.84, 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
MIDLX vs. ARTJX - Dividend Comparison
MIDLX's dividend yield for the trailing twelve months is around 3.51%, less than ARTJX's 5.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | 3.51% | 3.37% | 10.08% | 4.21% | 5.85% | 5.19% | 4.03% | 4.36% | 6.82% | 1.63% | 1.09% | 1.25% |
ARTJX Artisan International Small-Mid Fund | 5.95% | 5.59% | 0.57% | 0.00% | 0.03% | 2.86% | 0.54% | 0.14% | 73.24% | 13.74% | 6.05% | 3.36% |
Drawdowns
MIDLX vs. ARTJX - Drawdown Comparison
The maximum MIDLX drawdown since its inception was -34.70%, smaller than the maximum ARTJX drawdown of -64.43%. Use the drawdown chart below to compare losses from any high point for MIDLX and ARTJX.
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Drawdown Indicators
| MIDLX | ARTJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -64.43% | +29.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -10.10% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -33.58% | -37.04% | +3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -37.04% | +2.34% |
Current DrawdownCurrent decline from peak | -11.75% | -12.71% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -13.31% | +6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 2.92% | +0.16% |
Volatility
MIDLX vs. ARTJX - Volatility Comparison
The current volatility for MFS International New Discovery Fund Class R6 (MIDLX) is 5.06%, while Artisan International Small-Mid Fund (ARTJX) has a volatility of 5.95%. This indicates that MIDLX experiences smaller price fluctuations and is considered to be less risky than ARTJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDLX | ARTJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 5.95% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 10.10% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.10% | 15.44% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.05% | 17.76% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.92% | 17.35% | -3.43% |