MINIX vs. MIEIX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and MFS International Equity Fund Class R6 (MIEIX).
MINIX is managed by MFS. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Performance
MINIX vs. MIEIX - Performance Comparison
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MINIX vs. MIEIX - 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% |
MIEIX MFS International Equity Fund Class R6 | -6.55% | 23.22% | 4.13% | 19.06% | -14.82% | 15.13% | 11.11% | 28.42% | -10.66% | 28.01% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly higher than MIEIX's -6.55% return. Over the past 10 years, MINIX has outperformed MIEIX with an annualized return of 9.57%, while MIEIX has yielded a comparatively lower 9.04% 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%
MIEIX
- 1D
- 0.48%
- 1M
- -10.84%
- YTD
- -6.55%
- 6M
- -3.47%
- 1Y
- 8.02%
- 3Y*
- 9.09%
- 5Y*
- 6.72%
- 10Y*
- 9.04%
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MINIX vs. MIEIX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Return for Risk
MINIX vs. MIEIX — Risk / Return Rank
MINIX
MIEIX
MINIX vs. MIEIX - 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 Equity Fund Class R6 (MIEIX). 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 | MIEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.45 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.68 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.10 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.52 | +0.81 |
Martin ratioReturn relative to average drawdown | 5.28 | 1.93 | +3.35 |
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 | MIEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.45 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.57 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.45 | +0.10 |
Correlation
The correlation between MINIX and MIEIX is 0.94, 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. MIEIX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, more than MIEIX's 2.87% 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% |
MIEIX MFS International Equity Fund Class R6 | 2.87% | 2.68% | 1.47% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% |
Drawdowns
MINIX vs. MIEIX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, roughly equal to the maximum MIEIX drawdown of -53.13%. Use the drawdown chart below to compare losses from any high point for MINIX and MIEIX.
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Drawdown Indicators
| MINIX | MIEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -53.13% | +1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -11.26% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -28.07% | -8.71% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -31.35% | -5.43% |
Current DrawdownCurrent decline from peak | -11.89% | -10.84% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -9.01% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.04% | +0.09% |
Volatility
MINIX vs. MIEIX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) and MFS International Equity Fund Class R6 (MIEIX) have volatilities of 5.98% and 6.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | MIEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.03% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 9.42% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 14.88% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 15.24% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 15.90% | -0.38% |