MINIX vs. FIWCX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Fidelity SAI International Value Index Fund (FIWCX).
MINIX is managed by MFS. FIWCX is managed by Fidelity. It was launched on Dec 19, 2017.
Performance
MINIX vs. FIWCX - Performance Comparison
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MINIX vs. FIWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 0.51% |
FIWCX Fidelity SAI International Value Index Fund | 5.56% | 43.38% | 4.94% | 18.99% | -5.96% | 13.88% | -3.94% | 17.30% | -16.13% | 0.77% |
Returns By Period
In the year-to-date period, MINIX achieves a -0.23% return, which is significantly lower than FIWCX's 5.56% return.
MINIX
- 1D
- 3.14%
- 1M
- -7.31%
- YTD
- -0.23%
- 6M
- 3.41%
- 1Y
- 22.15%
- 3Y*
- 15.54%
- 5Y*
- 7.48%
- 10Y*
- 9.91%
FIWCX
- 1D
- 2.70%
- 1M
- -5.00%
- YTD
- 5.56%
- 6M
- 13.36%
- 1Y
- 35.11%
- 3Y*
- 20.49%
- 5Y*
- 12.78%
- 10Y*
- —
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MINIX vs. FIWCX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than FIWCX's 0.17% expense ratio.
Return for Risk
MINIX vs. FIWCX — Risk / Return Rank
MINIX
FIWCX
MINIX vs. FIWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Fidelity SAI International Value Index Fund (FIWCX). 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.
| MINIX | FIWCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 2.15 | -0.75 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.77 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.42 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.67 | -0.96 |
Martin ratioReturn relative to average drawdown | 6.74 | 10.70 | -3.95 |
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
| MINIX | FIWCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 2.15 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.80 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.45 | +0.10 |
Correlation
The correlation between MINIX and FIWCX is 0.81, 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
MINIX vs. FIWCX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 7.79%, more than FIWCX's 6.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 7.79% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
FIWCX Fidelity SAI International Value Index Fund | 6.61% | 6.97% | 4.26% | 5.88% | 4.66% | 8.74% | 1.58% | 3.40% | 2.18% | 0.07% | 0.00% | 0.00% |
Drawdowns
MINIX vs. FIWCX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than FIWCX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for MINIX and FIWCX.
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Drawdown Indicators
| MINIX | FIWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -42.73% | -8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.13% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -28.49% | -8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | — | — |
Current DrawdownCurrent decline from peak | -9.13% | -6.93% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -9.23% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.02% | +0.13% |
Volatility
MINIX vs. FIWCX - Volatility Comparison
The current volatility for MFS International Intrinsic Value Fund Class I (MINIX) is 6.84%, while Fidelity SAI International Value Index Fund (FIWCX) has a volatility of 7.35%. This indicates that MINIX experiences smaller price fluctuations and is considered to be less risky than FIWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | FIWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 7.35% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 10.72% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 16.63% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.03% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.55% | 18.25% | -2.70% |