MINIX vs. RERGX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
MINIX is managed by MFS. RERGX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINIX or RERGX.
Performance
MINIX vs. RERGX - Performance Comparison
Returns By Period
In the year-to-date period, MINIX achieves a 8.94% return, which is significantly higher than RERGX's 4.79% return. Over the past 10 years, MINIX has outperformed RERGX with an annualized return of 7.94%, while RERGX has yielded a comparatively lower 3.04% annualized return.
MINIX
8.94%
-3.28%
-0.81%
14.34%
6.46%
7.94%
RERGX
4.79%
-3.48%
-3.75%
8.18%
2.40%
3.04%
Key characteristics
| MINIX | RERGX | |
|---|---|---|
| Sharpe Ratio | 1.14 | 0.65 |
| Sortino Ratio | 1.60 | 0.98 |
| Omega Ratio | 1.20 | 1.12 |
| Calmar Ratio | 1.05 | 0.32 |
| Martin Ratio | 5.41 | 2.76 |
| Ulcer Index | 2.69% | 2.96% |
| Daily Std Dev | 12.83% | 12.64% |
| Max Drawdown | -48.89% | -40.72% |
| Current Drawdown | -7.35% | -19.31% |
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MINIX vs. RERGX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Correlation
The correlation between MINIX and RERGX is 0.88, 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.
Risk-Adjusted Performance
MINIX vs. RERGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
Dividends
MINIX vs. RERGX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 1.79%, less than RERGX's 2.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 1.79% | 1.95% | 1.06% | 0.80% | 0.62% | 1.02% | 1.59% | 1.60% | 1.72% | 1.49% | 5.59% | 3.90% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 2.02% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.74% | 1.25% |
Drawdowns
MINIX vs. RERGX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -48.89%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for MINIX and RERGX. For additional features, visit the drawdowns tool.
Volatility
MINIX vs. RERGX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 3.95% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.17%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.