MINIX vs. FSKAX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Fidelity Total Market Index Fund (FSKAX).
MINIX is managed by MFS. FSKAX is managed by Fidelity.
Performance
MINIX vs. FSKAX - Performance Comparison
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MINIX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, MINIX has underperformed FSKAX with an annualized return of 9.57%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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MINIX vs. FSKAX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
MINIX vs. FSKAX — Risk / Return Rank
MINIX
FSKAX
MINIX vs. FSKAX - 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 Total Market Index Fund (FSKAX). 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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.83 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.29 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.04 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.28 | 5.05 | +0.23 |
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 | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.83 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.59 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.72 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.78 | -0.23 |
Correlation
The correlation between MINIX and FSKAX is 0.74, 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. FSKAX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
MINIX vs. FSKAX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for MINIX and FSKAX.
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Drawdown Indicators
| MINIX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -35.01% | -16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.42% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -25.39% | -11.39% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -35.01% | -1.77% |
Current DrawdownCurrent decline from peak | -11.89% | -8.92% | -2.97% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -4.05% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.57% | +0.56% |
Volatility
MINIX vs. FSKAX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 5.98% compared to Fidelity Total Market Index Fund (FSKAX) at 4.42%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.42% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 9.40% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 18.50% | -2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 17.38% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 18.42% | -2.90% |