MINIX vs. MHOIX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and MFS Global High Yield Fund (MHOIX).
MINIX is managed by MFS. MHOIX is managed by MFS. It was launched on Jul 1, 1998.
Performance
MINIX vs. MHOIX - Performance Comparison
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MINIX vs. MHOIX - 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% | 27.14% |
MHOIX MFS Global High Yield Fund | -1.05% | 8.54% | 7.55% | 11.97% | -10.72% | 2.97% | 4.28% | 14.28% | -2.83% | 7.36% |
Returns By Period
In the year-to-date period, MINIX achieves a -0.23% return, which is significantly higher than MHOIX's -1.05% return. Over the past 10 years, MINIX has outperformed MHOIX with an annualized return of 9.91%, while MHOIX has yielded a comparatively lower 4.99% annualized 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%
MHOIX
- 1D
- 0.36%
- 1M
- -1.92%
- YTD
- -1.05%
- 6M
- 0.19%
- 1Y
- 6.12%
- 3Y*
- 7.78%
- 5Y*
- 3.42%
- 10Y*
- 4.99%
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MINIX vs. MHOIX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is lower than MHOIX's 0.81% expense ratio.
Return for Risk
MINIX vs. MHOIX — Risk / Return Rank
MINIX
MHOIX
MINIX vs. MHOIX - 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 Global High Yield Fund (MHOIX). 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 | MHOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.84 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.55 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.44 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.17 | -0.46 |
Martin ratioReturn relative to average drawdown | 6.74 | 9.39 | -2.64 |
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 | MHOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.84 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.71 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.99 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.03 | -0.47 |
Correlation
The correlation between MINIX and MHOIX is 0.38, 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
MINIX vs. MHOIX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 7.79%, more than MHOIX's 4.91% 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% |
MHOIX MFS Global High Yield Fund | 4.91% | 5.27% | 4.68% | 4.03% | 7.71% | 5.57% | 4.45% | 4.79% | 4.96% | 4.99% | 5.84% | 7.64% |
Drawdowns
MINIX vs. MHOIX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than MHOIX's maximum drawdown of -40.07%. Use the drawdown chart below to compare losses from any high point for MINIX and MHOIX.
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Drawdown Indicators
| MINIX | MHOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -40.07% | -11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -3.05% | -9.37% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -16.50% | -20.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -19.76% | -17.02% |
Current DrawdownCurrent decline from peak | -9.13% | -1.92% | -7.21% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -3.41% | -5.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 0.71% | +2.44% |
Volatility
MINIX vs. MHOIX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 6.84% compared to MFS Global High Yield Fund (MHOIX) at 1.19%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than MHOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | MHOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 1.19% | +5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.57% | 2.12% | +8.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 3.45% | +12.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 4.88% | +11.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.55% | 5.06% | +10.49% |