MIDLX vs. TISVX
Compare and contrast key facts about MFS International New Discovery Fund Class R6 (MIDLX) and Transamerica International Small Cap Value (TISVX).
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. TISVX is managed by Transamerica. It was launched on Jan 3, 2013.
Performance
MIDLX vs. TISVX - Performance Comparison
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Returns By Period
In the year-to-date period, MIDLX achieves a -0.98% return, which is significantly lower than TISVX's 0.91% return. Over the past 10 years, MIDLX has underperformed TISVX with an annualized return of 6.39%, while TISVX has yielded a comparatively higher 8.59% annualized return.
MIDLX
- 1D
- -0.74%
- 1M
- -3.53%
- YTD
- -0.98%
- 6M
- -2.08%
- 1Y
- 18.15%
- 3Y*
- 8.43%
- 5Y*
- 2.73%
- 10Y*
- 6.39%
TISVX
- 1D
- -1.34%
- 1M
- -3.33%
- YTD
- 0.91%
- 6M
- 1.01%
- 1Y
- 32.53%
- 3Y*
- 13.84%
- 5Y*
- 6.95%
- 10Y*
- 8.59%
MIDLX vs. TISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | -0.98% | 17.03% | 3.33% | 13.21% | -18.52% | 5.17% | 10.15% | 24.97% | -10.29% | 30.65% |
TISVX Transamerica International Small Cap Value | 0.91% | 30.68% | 5.53% | 17.39% | -17.32% | 12.40% | 8.91% | 25.49% | -16.32% | 30.46% |
Correlation
The correlation between MIDLX and TISVX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
MIDLX vs. TISVX - Expense Ratio Comparison
MIDLX has a 0.91% expense ratio, which is lower than TISVX's 1.01% expense ratio.
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Return for Risk
MIDLX vs. TISVX — Risk / Return Rank
MIDLX
TISVX
MIDLX vs. TISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund Class R6 (MIDLX) and Transamerica International Small Cap Value (TISVX). 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 | TISVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.40 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.89 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 2.05 | -0.98 |
Martin ratioReturn relative to average drawdown | 3.91 | 6.87 | -2.96 |
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 | TISVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.40 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.42 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.51 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.44 | +0.12 |
Drawdowns
MIDLX vs. TISVX - Drawdown Comparison
The maximum MIDLX drawdown since its inception was -34.70%, smaller than the maximum TISVX drawdown of -38.08%. Use the drawdown chart below to compare losses from any high point for MIDLX and TISVX.
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Drawdown Indicators
| MIDLX | TISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.70% | -38.08% | +3.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.75% | -10.94% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.58% | -36.52% | +2.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.70% | -38.08% | +3.38% |
Current DrawdownCurrent decline from peak | -8.93% | -8.57% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -8.38% | +1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.27% | -0.06% |
Volatility
MIDLX vs. TISVX - Volatility Comparison
The current volatility for MFS International New Discovery Fund Class R6 (MIDLX) is 5.15%, while Transamerica International Small Cap Value (TISVX) has a volatility of 6.09%. This indicates that MIDLX experiences smaller price fluctuations and is considered to be less risky than TISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MIDLX | TISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 6.09% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 10.52% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.36% | 15.89% | -3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.10% | 16.70% | -3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.94% | 16.81% | -2.87% |
Dividends
MIDLX vs. TISVX - Dividend Comparison
MIDLX's dividend yield for the trailing twelve months is around 3.41%, less than TISVX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIDLX MFS International New Discovery Fund Class R6 | 3.41% | 3.37% | 10.08% | 4.21% | 5.85% | 5.19% | 4.03% | 4.36% | 6.82% | 1.63% | 1.09% | 1.25% |
TISVX Transamerica International Small Cap Value | 4.43% | 4.47% | 6.04% | 3.00% | 3.62% | 3.78% | 1.01% | 2.11% | 8.34% | 3.01% | 2.86% | 6.15% |