MIN vs. RNWGX
Compare and contrast key facts about MFS Intermediate Income Trust (MIN) and American Funds New World Fund® Class R-6 (RNWGX).
RNWGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
MIN vs. RNWGX - Performance Comparison
Loading graphics...
MIN vs. RNWGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | -1.66% | 6.92% | 8.59% | 6.33% | -15.68% | 2.79% | 9.71% | 13.42% | -2.99% | 2.36% |
RNWGX American Funds New World Fund® Class R-6 | -3.98% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
Returns By Period
In the year-to-date period, MIN achieves a -1.66% return, which is significantly higher than RNWGX's -3.98% return. Over the past 10 years, MIN has underperformed RNWGX with an annualized return of 2.92%, while RNWGX has yielded a comparatively higher 9.47% annualized return.
MIN
- 1D
- 2.03%
- 1M
- -2.73%
- YTD
- -1.66%
- 6M
- -2.08%
- 1Y
- 1.71%
- 3Y*
- 5.75%
- 5Y*
- 1.11%
- 10Y*
- 2.92%
RNWGX
- 1D
- -0.63%
- 1M
- -11.95%
- YTD
- -3.98%
- 6M
- 0.15%
- 1Y
- 21.48%
- 3Y*
- 12.90%
- 5Y*
- 4.60%
- 10Y*
- 9.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MIN vs. RNWGX — Risk / Return Rank
MIN
RNWGX
MIN vs. RNWGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) and American Funds New World Fund® Class R-6 (RNWGX). 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.
| MIN | RNWGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 1.35 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.33 | 1.88 | -1.55 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.27 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.44 | -1.23 |
Martin ratioReturn relative to average drawdown | 0.74 | 6.14 | -5.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MIN | RNWGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 1.35 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.31 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.60 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.45 | -0.27 |
Correlation
The correlation between MIN and RNWGX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MIN vs. RNWGX - Dividend Comparison
MIN's dividend yield for the trailing twelve months is around 9.08%, more than RNWGX's 6.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | 9.08% | 8.78% | 9.11% | 9.36% | 10.04% | 8.97% | 8.90% | 9.04% | 9.70% | 9.37% | 9.39% | 9.71% |
RNWGX American Funds New World Fund® Class R-6 | 6.34% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
Drawdowns
MIN vs. RNWGX - Drawdown Comparison
The maximum MIN drawdown since its inception was -31.15%, smaller than the maximum RNWGX drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for MIN and RNWGX.
Loading graphics...
Drawdown Indicators
| MIN | RNWGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -33.40% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -13.00% | +6.80% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -33.40% | +14.09% |
Max Drawdown (10Y)Largest decline over 10 years | -19.31% | -33.40% | +14.09% |
Current DrawdownCurrent decline from peak | -3.51% | -13.00% | +9.49% |
Average DrawdownAverage peak-to-trough decline | -8.87% | -8.12% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 3.05% | -1.24% |
Volatility
MIN vs. RNWGX - Volatility Comparison
The current volatility for MFS Intermediate Income Trust (MIN) is 3.93%, while American Funds New World Fund® Class R-6 (RNWGX) has a volatility of 6.38%. This indicates that MIN experiences smaller price fluctuations and is considered to be less risky than RNWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MIN | RNWGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 6.38% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 6.94% | 10.73% | -3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.05% | 15.46% | -5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.85% | 15.13% | -4.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.29% | 15.96% | -5.67% |