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.
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.
Performance
MINIX vs. RERGX - Performance Comparison
Key characteristics
MINIX:
-0.17
RERGX:
-0.77
MINIX:
-0.11
RERGX:
-0.92
MINIX:
0.98
RERGX:
0.88
MINIX:
-0.09
RERGX:
-0.45
MINIX:
-0.40
RERGX:
-2.37
MINIX:
7.22%
RERGX:
5.16%
MINIX:
16.81%
RERGX:
15.97%
MINIX:
-48.89%
RERGX:
-40.72%
MINIX:
-27.95%
RERGX:
-27.39%
Returns By Period
In the year-to-date period, MINIX achieves a 6.58% return, which is significantly higher than RERGX's -5.42% return. Over the past 10 years, MINIX has outperformed RERGX with an annualized return of 2.25%, while RERGX has yielded a comparatively lower 1.40% annualized return.
MINIX
6.58%
-4.20%
-8.59%
-2.57%
0.94%
2.25%
RERGX
-5.42%
-11.90%
-14.00%
-11.99%
4.54%
1.40%
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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.
Risk-Adjusted Performance
MINIX vs. RERGX — Risk-Adjusted Performance Rank
MINIX
RERGX
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 1.91%, more than RERGX's 1.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 1.91% | 2.03% | 1.95% | 1.06% | 0.80% | 0.62% | 1.02% | 1.59% | 1.60% | 1.72% | 1.49% | 5.59% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 1.70% | 1.61% | 2.01% | 1.47% | 1.83% | 0.41% | 1.39% | 1.78% | 1.19% | 1.64% | 2.13% | 1.75% |
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
The current volatility for MFS International Intrinsic Value Fund Class I (MINIX) is 4.55%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 8.35%. This indicates that MINIX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.