MINIX vs. PINZX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Principal Overseas Fund (PINZX).
MINIX is managed by MFS. PINZX is managed by Principal. It was launched on Sep 29, 2008.
Performance
MINIX vs. PINZX - Performance Comparison
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MINIX vs. PINZX - 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% |
PINZX Principal Overseas Fund | -3.07% | 40.18% | 13.98% | 22.59% | -4.87% | 11.15% | 4.09% | 20.84% | -17.91% | 25.59% |
Returns By Period
In the year-to-date period, MINIX achieves a -0.23% return, which is significantly higher than PINZX's -3.07% return. Over the past 10 years, MINIX has underperformed PINZX with an annualized return of 9.91%, while PINZX has yielded a comparatively higher 10.70% 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%
PINZX
- 1D
- 0.09%
- 1M
- -12.96%
- YTD
- -3.07%
- 6M
- 3.68%
- 1Y
- 22.76%
- 3Y*
- 19.43%
- 5Y*
- 13.19%
- 10Y*
- 10.70%
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MINIX vs. PINZX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is lower than PINZX's 0.97% expense ratio.
Return for Risk
MINIX vs. PINZX — Risk / Return Rank
MINIX
PINZX
MINIX vs. PINZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Principal Overseas Fund (PINZX). 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 | PINZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.22 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.64 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.49 | +0.22 |
Martin ratioReturn relative to average drawdown | 6.74 | 5.77 | +0.98 |
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 | PINZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.22 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.78 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.59 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.36 | +0.20 |
Correlation
The correlation between MINIX and PINZX is 0.87, 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. PINZX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 7.79%, less than PINZX's 10.02% 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% |
PINZX Principal Overseas Fund | 10.02% | 9.71% | 29.12% | 6.31% | 8.23% | 7.70% | 1.85% | 3.08% | 10.03% | 3.15% | 2.04% | 4.01% |
Drawdowns
MINIX vs. PINZX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than PINZX's maximum drawdown of -44.27%. Use the drawdown chart below to compare losses from any high point for MINIX and PINZX.
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Drawdown Indicators
| MINIX | PINZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -44.27% | -7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -13.53% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -25.96% | -10.82% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -44.27% | +7.49% |
Current DrawdownCurrent decline from peak | -9.13% | -13.23% | +4.10% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -9.31% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.50% | -0.35% |
Volatility
MINIX vs. PINZX - Volatility Comparison
The current volatility for MFS International Intrinsic Value Fund Class I (MINIX) is 6.84%, while Principal Overseas Fund (PINZX) has a volatility of 7.35%. This indicates that MINIX experiences smaller price fluctuations and is considered to be less risky than PINZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | PINZX | 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% | 11.20% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.01% | 17.67% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 16.95% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.55% | 18.05% | -2.50% |