MINIX vs. VGTSX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Total International Stock Index Fund Investor Shares (VGTSX).
MINIX is managed by MFS. VGTSX is managed by Vanguard. It was launched on Apr 29, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINIX or VGTSX.
Correlation
The correlation between MINIX and VGTSX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MINIX vs. VGTSX - Performance Comparison
Key characteristics
MINIX:
0.15
VGTSX:
0.69
MINIX:
0.31
VGTSX:
1.04
MINIX:
1.05
VGTSX:
1.14
MINIX:
0.09
VGTSX:
0.81
MINIX:
0.37
VGTSX:
2.53
MINIX:
7.82%
VGTSX:
4.23%
MINIX:
19.18%
VGTSX:
15.59%
MINIX:
-48.89%
VGTSX:
-61.48%
MINIX:
-25.31%
VGTSX:
-1.42%
Returns By Period
In the year-to-date period, MINIX achieves a 10.48% return, which is significantly higher than VGTSX's 7.58% return. Over the past 10 years, MINIX has underperformed VGTSX with an annualized return of 2.63%, while VGTSX has yielded a comparatively higher 4.83% annualized return.
MINIX
10.48%
0.92%
-3.22%
2.37%
0.55%
2.63%
VGTSX
7.58%
1.25%
3.49%
10.21%
10.35%
4.83%
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MINIX vs. VGTSX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than VGTSX's 0.17% expense ratio.
Risk-Adjusted Performance
MINIX vs. VGTSX — Risk-Adjusted Performance Rank
MINIX
VGTSX
MINIX vs. VGTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Total International Stock Index Fund Investor Shares (VGTSX). 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. VGTSX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 1.84%, less than VGTSX's 2.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 1.84% | 2.03% | 1.95% | 1.06% | 0.80% | 0.62% | 1.02% | 1.59% | 1.60% | 1.72% | 1.49% | 5.59% |
VGTSX Vanguard Total International Stock Index Fund Investor Shares | 2.99% | 3.26% | 3.15% | 2.98% | 2.99% | 2.06% | 2.98% | 3.09% | 2.69% | 2.86% | 2.77% | 3.32% |
Drawdowns
MINIX vs. VGTSX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -48.89%, smaller than the maximum VGTSX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for MINIX and VGTSX. For additional features, visit the drawdowns tool.
Volatility
MINIX vs. VGTSX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Total International Stock Index Fund Investor Shares (VGTSX) have volatilities of 10.25% and 9.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.