MIEIX vs. HLMIX
Compare and contrast key facts about MFS International Equity Fund Class R6 (MIEIX) and Harding Loevner International Equity Portfolio (HLMIX).
MIEIX is managed by MFS. It was launched on Jan 31, 1996. HLMIX is managed by Harding Loevner. It was launched on May 10, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIEIX or HLMIX.
Correlation
The correlation between MIEIX and HLMIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MIEIX vs. HLMIX - Performance Comparison
Key characteristics
MIEIX:
0.78
HLMIX:
0.76
MIEIX:
1.13
HLMIX:
1.16
MIEIX:
1.15
HLMIX:
1.15
MIEIX:
0.88
HLMIX:
0.85
MIEIX:
2.66
HLMIX:
2.45
MIEIX:
4.43%
HLMIX:
4.85%
MIEIX:
15.01%
HLMIX:
15.58%
MIEIX:
-50.56%
HLMIX:
-57.73%
MIEIX:
-2.13%
HLMIX:
-1.89%
Returns By Period
The year-to-date returns for both stocks are quite close, with MIEIX having a 8.57% return and HLMIX slightly lower at 8.28%. Over the past 10 years, MIEIX has outperformed HLMIX with an annualized return of 6.24%, while HLMIX has yielded a comparatively lower 5.53% annualized return.
MIEIX
8.57%
-0.81%
3.08%
10.91%
11.60%
6.24%
HLMIX
8.28%
-0.04%
2.75%
10.71%
9.69%
5.53%
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MIEIX vs. HLMIX - Expense Ratio Comparison
MIEIX has a 0.68% expense ratio, which is lower than HLMIX's 0.79% expense ratio.
Risk-Adjusted Performance
MIEIX vs. HLMIX — Risk-Adjusted Performance Rank
MIEIX
HLMIX
MIEIX vs. HLMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Equity Fund Class R6 (MIEIX) and Harding Loevner International Equity Portfolio (HLMIX). 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. HLMIX - Dividend Comparison
MIEIX's dividend yield for the trailing twelve months is around 1.35%, less than HLMIX's 6.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEIX MFS International Equity Fund Class R6 | 1.35% | 1.47% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% |
HLMIX Harding Loevner International Equity Portfolio | 6.59% | 7.14% | 3.79% | 2.51% | 2.48% | 0.75% | 1.59% | 1.50% | 1.64% | 0.98% | 1.02% | 1.03% |
Drawdowns
MIEIX vs. HLMIX - Drawdown Comparison
The maximum MIEIX drawdown since its inception was -50.56%, smaller than the maximum HLMIX drawdown of -57.73%. Use the drawdown chart below to compare losses from any high point for MIEIX and HLMIX. For additional features, visit the drawdowns tool.
Volatility
MIEIX vs. HLMIX - Volatility Comparison
MFS International Equity Fund Class R6 (MIEIX) and Harding Loevner International Equity Portfolio (HLMIX) have volatilities of 9.29% and 9.44%, 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.