MINJX vs. GSIMX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class R6 (MINJX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX).
MINJX is a passively managed fund by MFS that tracks the performance of the MSCI EAFE Index. It was launched on Oct 24, 1995. GSIMX is managed by Goldman Sachs. It was launched on Dec 15, 2016.
Performance
MINJX vs. GSIMX - Performance Comparison
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MINJX vs. GSIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINJX MFS International Intrinsic Value Fund Class R6 | -3.26% | 33.23% | 7.45% | 18.18% | -22.97% | 10.67% | 20.57% | 26.01% | -8.90% | 27.43% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 3.78% | 20.85% | 9.66% | 22.10% | -11.06% | 12.50% | 15.77% | 27.64% | -6.04% | 29.92% |
Returns By Period
In the year-to-date period, MINJX achieves a -3.26% return, which is significantly lower than GSIMX's 3.78% return.
MINJX
- 1D
- 0.31%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.77%
- 1Y
- 18.77%
- 3Y*
- 14.48%
- 5Y*
- 7.26%
- 10Y*
- 9.69%
GSIMX
- 1D
- 0.60%
- 1M
- -6.12%
- YTD
- 3.78%
- 6M
- 7.89%
- 1Y
- 15.89%
- 3Y*
- 17.37%
- 5Y*
- 10.41%
- 10Y*
- —
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MINJX vs. GSIMX - Expense Ratio Comparison
MINJX has a 0.66% expense ratio, which is lower than GSIMX's 0.76% expense ratio.
Return for Risk
MINJX vs. GSIMX — Risk / Return Rank
MINJX
GSIMX
MINJX vs. GSIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class R6 (MINJX) and Goldman Sachs GQG Partners International Opportunities Fund (GSIMX). 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.
| MINJX | GSIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.28 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.69 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.27 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.81 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.31 | 7.41 | -2.10 |
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
| MINJX | GSIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.28 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.73 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.81 | -0.46 |
Correlation
The correlation between MINJX and GSIMX is 0.80, 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.
Dividends
MINJX vs. GSIMX - Dividend Comparison
MINJX's dividend yield for the trailing twelve months is around 8.87%, more than GSIMX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINJX MFS International Intrinsic Value Fund Class R6 | 8.87% | 8.58% | 13.14% | 12.16% | 14.96% | 7.71% | 5.62% | 4.23% | 4.84% | 2.85% | 2.02% | 3.43% |
GSIMX Goldman Sachs GQG Partners International Opportunities Fund | 4.93% | 5.12% | 11.18% | 2.36% | 4.89% | 2.23% | 0.18% | 0.65% | 0.53% | 0.16% | 0.00% | 0.00% |
Drawdowns
MINJX vs. GSIMX - Drawdown Comparison
The maximum MINJX drawdown since its inception was -60.23%, which is greater than GSIMX's maximum drawdown of -28.84%. Use the drawdown chart below to compare losses from any high point for MINJX and GSIMX.
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Drawdown Indicators
| MINJX | GSIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.23% | -28.84% | -31.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -8.75% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -37.01% | -25.37% | -11.64% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | — | — |
Current DrawdownCurrent decline from peak | -11.89% | -6.12% | -5.77% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -4.85% | -7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.15% | +0.98% |
Volatility
MINJX vs. GSIMX - Volatility Comparison
MFS International Intrinsic Value Fund Class R6 (MINJX) has a higher volatility of 5.97% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSIMX) at 4.78%. This indicates that MINJX's price experiences larger fluctuations and is considered to be riskier than GSIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINJX | GSIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 4.78% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 7.35% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 12.47% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 14.42% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 15.77% | -0.21% |