MIDLX vs. GISOX
Compare and contrast key facts about MFS International New Discovery Fund Class R6 (MIDLX) and Grandeur Peak International Stalwarts Fund (GISOX).
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. GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015.
Performance
MIDLX vs. GISOX - Performance Comparison
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MIDLX vs. GISOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | -1.87% | 17.03% | 3.33% | 13.21% | -18.52% | 5.17% | 10.15% | 24.97% | -10.29% | 30.65% |
GISOX Grandeur Peak International Stalwarts Fund | -1.31% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
Returns By Period
In the year-to-date period, MIDLX achieves a -1.87% return, which is significantly lower than GISOX's -1.31% return. Both investments have delivered pretty close results over the past 10 years, with MIDLX having a 6.30% annualized return and GISOX not far behind at 6.25%.
MIDLX
- 1D
- 2.26%
- 1M
- -8.27%
- YTD
- -1.87%
- 6M
- -2.69%
- 1Y
- 11.54%
- 3Y*
- 8.22%
- 5Y*
- 2.54%
- 10Y*
- 6.30%
GISOX
- 1D
- 2.84%
- 1M
- -5.34%
- YTD
- -1.31%
- 6M
- -0.97%
- 1Y
- 12.29%
- 3Y*
- 2.43%
- 5Y*
- -3.34%
- 10Y*
- 6.25%
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MIDLX vs. GISOX - Expense Ratio Comparison
MIDLX has a 0.91% expense ratio, which is lower than GISOX's 1.15% expense ratio.
Return for Risk
MIDLX vs. GISOX — Risk / Return Rank
MIDLX
GISOX
MIDLX vs. GISOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund Class R6 (MIDLX) and Grandeur Peak International Stalwarts Fund (GISOX). 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 | GISOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.75 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.19 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.10 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.46 | 2.75 | +0.71 |
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 | GISOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.75 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | -0.17 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.34 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.35 | +0.20 |
Correlation
The correlation between MIDLX and GISOX is 0.85, 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. GISOX - Dividend Comparison
MIDLX's dividend yield for the trailing twelve months is around 3.44%, more than GISOX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | 3.44% | 3.37% | 10.08% | 4.21% | 5.85% | 5.19% | 4.03% | 4.36% | 6.82% | 1.63% | 1.09% | 1.25% |
GISOX Grandeur Peak International Stalwarts Fund | 0.51% | 0.50% | 0.45% | 0.54% | 0.10% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% | 0.00% |
Drawdowns
MIDLX vs. GISOX - Drawdown Comparison
The maximum MIDLX drawdown since its inception was -34.70%, smaller than the maximum GISOX drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for MIDLX and GISOX.
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Drawdown Indicators
| MIDLX | GISOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -47.98% | +13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -10.42% | -1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -33.58% | -47.98% | +14.40% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -47.98% | +13.28% |
Current DrawdownCurrent decline from peak | -9.75% | -33.01% | +23.26% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -17.40% | +10.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 4.19% | -1.07% |
Volatility
MIDLX vs. GISOX - Volatility Comparison
The current volatility for MFS International New Discovery Fund Class R6 (MIDLX) is 5.67%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 8.16%. This indicates that MIDLX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDLX | GISOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 8.16% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.48% | 12.04% | -3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 18.40% | -6.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.09% | 19.81% | -6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 18.61% | -4.68% |