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.
Performance
MINIX vs. RERGX - Performance Comparison
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MINIX vs. RERGX - 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, MINIX has outperformed RERGX with an annualized return of 9.57%, while RERGX has yielded a comparatively lower 7.68% 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%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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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.
Return for Risk
MINIX vs. RERGX — Risk / Return Rank
MINIX
RERGX
MINIX vs. RERGX - Risk-Adjusted Trends 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.
| MINIX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.10 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.52 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.27 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.28 | 4.87 | +0.40 |
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 | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.10 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.19 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.46 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.37 | +0.18 |
Correlation
The correlation between MINIX and RERGX is 0.89, 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. RERGX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, less than RERGX's 14.76% 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% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
MINIX vs. RERGX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, 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.
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Drawdown Indicators
| MINIX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -37.30% | -14.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.52% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -37.30% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -37.30% | +0.52% |
Current DrawdownCurrent decline from peak | -11.89% | -12.52% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -9.28% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.25% | -0.12% |
Volatility
MINIX vs. RERGX - Volatility Comparison
The current volatility for MFS International Intrinsic Value Fund Class I (MINIX) is 5.98%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. 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.
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Volatility by Period
| MINIX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 6.59% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 11.23% | -1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 16.21% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 16.43% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 16.78% | -1.26% |