MINJX vs. FHLFX
MINJX (MFS International Intrinsic Value Fund Class R6) and FHLFX (Fidelity Series International Index Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, MINJX returned 7.63%/yr vs 9.33%/yr for FHLFX. Their correlation of 0.91 means they have usually moved in the same direction. MINJX charges 0.66%/yr vs 0.01%/yr for FHLFX.
Performance
MINJX vs. FHLFX - Performance Comparison
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Returns By Period
In the year-to-date period, MINJX achieves a 9.02% return, which is significantly lower than FHLFX's 12.44% return.
MINJX
- 1D
- 0.74%
- 1M
- 2.92%
- 6M
- 3.77%
- YTD
- 9.02%
- 1Y
- 21.29%
- 3Y*
- 17.96%
- 5Y*
- 7.63%
- 10Y*
- 10.32%
- ALL TIME*
- 6.63%
FHLFX
- 1D
- 0.59%
- 1M
- 1.86%
- 6M
- 6.39%
- YTD
- 12.44%
- 1Y
- 24.44%
- 3Y*
- 17.58%
- 5Y*
- 9.33%
- 10Y*
- —
- ALL TIME*
- 9.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MINJX vs. FHLFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MINJX MFS International Intrinsic Value Fund Class R6 | 9.02% | 33.23% | 7.45% | 18.18% | -22.97% | 10.67% | 20.57% | 26.01% | -11.18% |
FHLFX Fidelity Series International Index Fund | 12.44% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
Correlation
The correlation between MINJX and FHLFX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2018 | 0.91 |
The correlation between MINJX and FHLFX has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
MINJX vs. FHLFX — Risk / Return Rank
MINJX
FHLFX
MINJX vs. FHLFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class R6 (MINJX) and Fidelity Series International Index Fund (FHLFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MINJX | FHLFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 2.30 | -0.44 |
| Martin ratioReturn relative to average drawdown | 6.13 | 8.71 | -2.58 |
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Drawdowns
MINJX vs. FHLFX - Drawdown Comparison
The maximum MINJX drawdown since its inception was -60.23%, which is greater than FHLFX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for MINJX and FHLFX.
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Drawdown Indicators
| MINJX | FHLFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.23% | -33.58% | -26.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -11.37% | -1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -13.58% | -13.62% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.01% | -29.36% | -7.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | — | — |
Current DrawdownCurrent decline from peak | -0.71% | -0.12% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -12.44% | -6.00% | -6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.00% | +0.75% |
Volatility
MINJX vs. FHLFX - Volatility Comparison
The current volatility for MFS International Intrinsic Value Fund Class R6 (MINJX) is 3.76%, while Fidelity Series International Index Fund (FHLFX) has a volatility of 4.28%. This indicates that MINJX experiences smaller price fluctuations and is considered to be less risky than FHLFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINJX | FHLFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 4.28% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.16% | 13.22% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.65% | 15.51% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 16.11% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 17.62% | -2.05% |
MINJX vs. FHLFX - Expense Ratio Comparison
MINJX has a 0.66% expense ratio, which is higher than FHLFX's 0.01% expense ratio.
Dividends
MINJX vs. FHLFX - Dividend Comparison
MINJX's dividend yield for the trailing twelve months is around 7.87%, more than FHLFX's 3.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.08% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 0.00% | 0.00% | 0.00% |
MINJX MFS International Intrinsic Value Fund Class R6 | 7.87% | 8.58% | 13.14% | 12.16% | 14.96% | 7.71% | 5.62% | 4.23% | 4.84% | 2.85% | 2.02% | 3.43% |
Frequently Asked Questions
With a correlation of 0.91, MINJX and FHLFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FHLFX has higher volatility (4.28%) compared to MINJX (3.76%). In terms of maximum drawdown, MINJX dropped -60.23% vs FHLFX's -33.58%.
FHLFX currently has the higher Sharpe Ratio (1.69 vs 1.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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