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:
-0.15
RERGX:
0.42
MINIX:
-0.07
RERGX:
0.66
MINIX:
0.99
RERGX:
1.08
MINIX:
-0.13
RERGX:
0.21
MINIX:
-0.60
RERGX:
1.61
MINIX:
4.13%
RERGX:
3.32%
MINIX:
17.01%
RERGX:
12.75%
MINIX:
-48.89%
RERGX:
-40.72%
MINIX:
-17.58%
RERGX:
-19.80%
Returns By Period
In the year-to-date period, MINIX achieves a -3.10% return, which is significantly lower than RERGX's 4.15% return. Over the past 10 years, MINIX has outperformed RERGX with an annualized return of 6.49%, while RERGX has yielded a comparatively lower 3.41% annualized return.
MINIX
-3.10%
-11.15%
-10.09%
-2.47%
3.22%
6.49%
RERGX
4.15%
-0.97%
-1.50%
5.36%
1.66%
3.41%
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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 has not paid dividends to shareholders, while RERGX's dividend yield for the trailing twelve months is around 4.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 0.00% | 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 | 4.91% | 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 12.21% compared to American Funds EuroPacific Growth Fund Class R-6 (RERGX) at 3.40%. 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.