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.
Key characteristics
| MINIX | RERGX | |
|---|---|---|
| YTD Return | 13.18% | 9.25% |
| 1Y Return | 21.46% | 17.44% |
| 3Y Return (Ann) | 1.36% | -2.39% |
| 5Y Return (Ann) | 8.08% | 6.63% |
| 10Y Return (Ann) | 8.44% | 5.61% |
| Sharpe Ratio | 1.66 | 1.30 |
| Daily Std Dev | 12.85% | 12.88% |
| Max Drawdown | -48.89% | -37.30% |
| Current Drawdown | -1.21% | -9.25% |
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
In the year-to-date period, MINIX achieves a 13.18% return, which is significantly higher than RERGX's 9.25% return. Over the past 10 years, MINIX has outperformed RERGX with an annualized return of 8.44%, while RERGX has yielded a comparatively lower 5.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 9.90%, more than RERGX's 5.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 9.90% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% | 5.59% | 3.90% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 5.73% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 6.77% | 4.98% | 1.63% | 3.42% | 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 -37.30%. 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 3.68%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 4.03%. 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.