MINIX vs. VTMNX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Developed Markets Index Fund Institutional Shares (VTMNX).
MINIX is managed by MFS. VTMNX is managed by Vanguard. It was launched on Jan 4, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINIX or VTMNX.
Correlation
The correlation between MINIX and VTMNX 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. VTMNX - Performance Comparison
Key characteristics
MINIX:
0.15
VTMNX:
0.65
MINIX:
0.31
VTMNX:
1.00
MINIX:
1.05
VTMNX:
1.14
MINIX:
0.09
VTMNX:
0.81
MINIX:
0.37
VTMNX:
2.38
MINIX:
7.82%
VTMNX:
4.50%
MINIX:
19.18%
VTMNX:
16.43%
MINIX:
-48.89%
VTMNX:
-60.58%
MINIX:
-25.31%
VTMNX:
-0.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with MINIX having a 10.48% return and VTMNX slightly lower at 10.13%. Over the past 10 years, MINIX has underperformed VTMNX with an annualized return of 2.47%, while VTMNX has yielded a comparatively higher 5.33% annualized return.
MINIX
10.48%
0.16%
-3.22%
3.22%
0.77%
2.47%
VTMNX
10.13%
1.26%
5.86%
11.39%
11.92%
5.33%
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MINIX vs. VTMNX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than VTMNX's 0.05% expense ratio.
Risk-Adjusted Performance
MINIX vs. VTMNX — Risk-Adjusted Performance Rank
MINIX
VTMNX
MINIX vs. VTMNX - 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 Developed Markets Index Fund Institutional Shares (VTMNX). 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. VTMNX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 1.84%, less than VTMNX's 2.98% 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% |
VTMNX Vanguard Developed Markets Index Fund Institutional Shares | 2.98% | 3.36% | 3.15% | 2.91% | 3.16% | 2.04% | 3.05% | 3.35% | 2.77% | 3.06% | 2.92% | 3.71% |
Drawdowns
MINIX vs. VTMNX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -48.89%, smaller than the maximum VTMNX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for MINIX and VTMNX. For additional features, visit the drawdowns tool.
Volatility
MINIX vs. VTMNX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Developed Markets Index Fund Institutional Shares (VTMNX) have volatilities of 10.25% and 10.36%, 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.