MIEIX vs. DODFX
Compare and contrast key facts about MFS International Equity Fund Class R6 (MIEIX) and Dodge & Cox International Stock Fund (DODFX).
MIEIX is managed by MFS. It was launched on Jan 31, 1996. DODFX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIEIX or DODFX.
Key characteristics
| MIEIX | DODFX | |
|---|---|---|
| YTD Return | 10.17% | 8.42% |
| 1Y Return | 18.34% | 12.25% |
| 3Y Return (Ann) | 4.48% | 5.84% |
| 5Y Return (Ann) | 9.10% | 8.29% |
| 10Y Return (Ann) | 7.46% | 4.31% |
| Sharpe Ratio | 1.65 | 1.03 |
| Daily Std Dev | 11.53% | 12.81% |
| Max Drawdown | -50.56% | -63.23% |
| Current Drawdown | -1.41% | -1.04% |
Correlation
The correlation between MIEIX and DODFX is 0.89, 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.
Performance
MIEIX vs. DODFX - Performance Comparison
In the year-to-date period, MIEIX achieves a 10.17% return, which is significantly higher than DODFX's 8.42% return. Over the past 10 years, MIEIX has outperformed DODFX with an annualized return of 7.46%, while DODFX has yielded a comparatively lower 4.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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MIEIX vs. DODFX - Expense Ratio Comparison
MIEIX has a 0.68% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Risk-Adjusted Performance
MIEIX vs. DODFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Equity Fund Class R6 (MIEIX) and Dodge & Cox International Stock Fund (DODFX). 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.
Dividends
MIEIX vs. DODFX - Dividend Comparison
MIEIX's dividend yield for the trailing twelve months is around 1.52%, less than DODFX's 2.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEIX MFS International Equity Fund Class R6 | 1.52% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% | 4.89% | 3.04% |
DODFX Dodge & Cox International Stock Fund | 2.11% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% | 1.61% |
Drawdowns
MIEIX vs. DODFX - Drawdown Comparison
The maximum MIEIX drawdown since its inception was -50.56%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for MIEIX and DODFX. For additional features, visit the drawdowns tool.
Volatility
MIEIX vs. DODFX - Volatility Comparison
MFS International Equity Fund Class R6 (MIEIX) and Dodge & Cox International Stock Fund (DODFX) have volatilities of 3.58% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.