MINIX vs. VIIIX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
MINIX is managed by MFS. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
MINIX vs. VIIIX - Performance Comparison
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MINIX vs. VIIIX - 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -7.06% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly higher than VIIIX's -7.06% return. Over the past 10 years, MINIX has underperformed VIIIX with an annualized return of 9.57%, while VIIIX has yielded a comparatively higher 13.82% 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%
VIIIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.57%
- 5Y*
- 11.54%
- 10Y*
- 13.82%
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MINIX vs. VIIIX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
MINIX vs. VIIIX — Risk / Return Rank
MINIX
VIIIX
MINIX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.84 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.30 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.06 | +0.27 |
Martin ratioReturn relative to average drawdown | 5.28 | 5.14 | +0.14 |
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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.84 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.69 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.09 |
Correlation
The correlation between MINIX and VIIIX is 0.66, 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.
Dividends
MINIX vs. VIIIX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, more than VIIIX's 2.90% 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.90% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
MINIX vs. VIIIX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for MINIX and VIIIX.
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Drawdown Indicators
| MINIX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -55.18% | +3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -12.12% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -24.50% | -12.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -33.79% | -2.99% |
Current DrawdownCurrent decline from peak | -11.89% | -8.90% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -10.07% | +1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.49% | +0.64% |
Volatility
MINIX vs. VIIIX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 5.98% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.24%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.24% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 9.08% | +1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 18.13% | -2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 16.85% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 18.02% | -2.50% |