MINIX vs. MDIJX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and MFS International Diversification Fund (MDIJX).
MINIX is managed by MFS. MDIJX is managed by MFS. It was launched on Sep 30, 2004.
Performance
MINIX vs. MDIJX - Performance Comparison
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MINIX vs. MDIJX - 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% |
MDIJX MFS International Diversification Fund | -2.70% | 27.84% | 6.41% | 14.37% | -17.12% | 7.69% | 15.26% | 26.00% | -11.05% | 30.29% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly lower than MDIJX's -2.70% return. Over the past 10 years, MINIX has outperformed MDIJX with an annualized return of 9.57%, while MDIJX has yielded a comparatively lower 8.91% 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%
MDIJX
- 1D
- 0.11%
- 1M
- -11.30%
- YTD
- -2.70%
- 6M
- 0.89%
- 1Y
- 17.54%
- 3Y*
- 12.07%
- 5Y*
- 5.82%
- 10Y*
- 8.91%
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MINIX vs. MDIJX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is lower than MDIJX's 0.82% expense ratio.
Return for Risk
MINIX vs. MDIJX — Risk / Return Rank
MINIX
MDIJX
MINIX vs. MDIJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and MFS International Diversification Fund (MDIJX). 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 | MDIJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.20 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.60 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.34 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.28 | 5.33 | -0.05 |
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 | MDIJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.20 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.42 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.61 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.44 | +0.11 |
Correlation
The correlation between MINIX and MDIJX is 0.96, 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. MDIJX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, more than MDIJX's 5.31% 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% |
MDIJX MFS International Diversification Fund | 5.31% | 5.17% | 3.50% | 4.14% | 2.64% | 2.70% | 1.64% | 2.50% | 3.14% | 1.63% | 2.18% | 1.69% |
Drawdowns
MINIX vs. MDIJX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, smaller than the maximum MDIJX drawdown of -56.60%. Use the drawdown chart below to compare losses from any high point for MINIX and MDIJX.
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Drawdown Indicators
| MINIX | MDIJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -56.60% | +4.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.40% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -30.19% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -30.19% | -6.59% |
Current DrawdownCurrent decline from peak | -11.89% | -11.30% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -9.14% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.87% | +0.26% |
Volatility
MINIX vs. MDIJX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 5.98% compared to MFS International Diversification Fund (MDIJX) at 5.67%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than MDIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | MDIJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.67% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 9.05% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 13.79% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 14.04% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 14.62% | +0.90% |