MINJX vs. MINIX
MINJX (MFS International Intrinsic Value Fund Class R6) and MINIX (MFS International Intrinsic Value Fund Class I) are both mutual funds - MINJX is a Foreign Large Cap Equities fund tracking the MSCI EAFE Index, while MINIX is a Large Cap Growth Equities fund managed by MFS. Over the past 10 years, MINJX returned 10.44%/yr vs 10.33%/yr for MINIX. With a 1.00 correlation, they move nearly in lockstep. MINJX charges 0.66%/yr vs 0.72%/yr for MINIX.
Performance
MINJX vs. MINIX - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with MINJX having a 7.29% return and MINIX slightly lower at 7.26%. Both investments have delivered pretty close results over the past 10 years, with MINJX having a 10.44% annualized return and MINIX not far behind at 10.33%.
MINJX
- 1D
- 0.62%
- 1M
- 3.72%
- YTD
- 7.29%
- 6M
- 9.32%
- 1Y
- 21.23%
- 3Y*
- 17.76%
- 5Y*
- 8.28%
- 10Y*
- 10.44%
MINIX
- 1D
- 0.63%
- 1M
- 3.72%
- YTD
- 7.26%
- 6M
- 9.26%
- 1Y
- 21.11%
- 3Y*
- 17.64%
- 5Y*
- 8.16%
- 10Y*
- 10.33%
MINJX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINJX MFS International Intrinsic Value Fund Class R6 | 7.29% | 33.23% | 7.45% | 18.18% | -22.97% | 10.67% | 20.57% | 26.01% | -8.90% | 27.25% |
MINIX MFS International Intrinsic Value Fund Class I | 7.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Correlation
The correlation between MINJX and MINIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since May 1, 2006 | 1.00 |
The correlation between MINJX and MINIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MINJX vs. MINIX — Risk / Return Rank
MINJX
MINIX
MINJX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class R6 (MINJX) and MFS International Intrinsic Value Fund Class I (MINIX). 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 | MINIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.65 | +0.01 |
| Martin ratioReturn relative to average drawdown | 5.99 | 5.95 | +0.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MINJX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.48 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.49 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.66 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.57 | -0.19 |
Drawdowns
MINJX vs. MINIX - Drawdown Comparison
The maximum MINJX drawdown since its inception was -60.23%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MINJX and MINIX.
Loading charts...
Drawdown Indicators
| MINJX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.23% | -51.72% | -8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -12.42% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -13.58% | -13.59% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -37.01% | -36.78% | -0.23% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -36.78% | -0.23% |
Current DrawdownCurrent decline from peak | -2.28% | -2.31% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -12.52% | -8.61% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 3.43% | 0.00% |
Volatility
MINJX vs. MINIX - Volatility Comparison
MFS International Intrinsic Value Fund Class R6 (MINJX) and MFS International Intrinsic Value Fund Class I (MINIX) have volatilities of 4.07% and 4.06%, 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.
Loading charts...
Volatility by Period
| MINJX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.06% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 10.98% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 13.87% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.72% | 16.62% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 15.62% | +0.04% |
MINJX vs. MINIX - Expense Ratio Comparison
MINJX has a 0.66% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Dividends
MINJX vs. MINIX - Dividend Comparison
MINJX's dividend yield for the trailing twelve months is around 7.99%, more than MINIX's 7.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINIX MFS International Intrinsic Value Fund Class I | 7.24% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
MINJX MFS International Intrinsic Value Fund Class R6 | 7.99% | 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 1.00, MINJX and MINIX 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.
MINJX has higher volatility (4.07%) compared to MINIX (4.06%). In terms of maximum drawdown, MINJX dropped -60.23% vs MINIX's -51.72%.
MINJX currently has the higher Sharpe Ratio (1.49 vs 1.48), 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.
Find the right allocation for MINJX and MINIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer