MINJX vs. PISIX

Last updated Aug 4, 2026

MINJX (MFS International Intrinsic Value Fund Class R6) and PISIX (PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)) are both Foreign Large Cap Equities funds. Over the past 10 years, MINJX returned 10.26%/yr vs 12.32%/yr for PISIX. Their 0.69 correlation means they have sometimes moved together and sometimes differently. MINJX charges 0.66%/yr vs 0.76%/yr for PISIX.

Performance

MINJX vs. PISIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS International Intrinsic Value Fund Class R6 (MINJX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MINJX achieves a 8.22% return, which is significantly lower than PISIX's 13.06% return. Over the past 10 years, MINJX has underperformed PISIX with an annualized return of 10.26%, while PISIX has yielded a comparatively higher 12.32% annualized return.

MINJX

• 1D: -0.86%
• 1M: 2.17%
• 6M: 3.17%
• YTD: 8.22%
• 1Y: 22.03%
• 3Y*: 16.97%
• 5Y*: 7.76%
• 10Y*: 10.26%
• ALL TIME*: 6.60%

PISIX

• 1D: 0.19%
• 1M: -0.39%
• 6M: 8.99%
• YTD: 13.06%
• 1Y: 21.22%
• 3Y*: 16.78%
• 5Y*: 12.07%
• 10Y*: 12.32%
• ALL TIME*: 10.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MINJX MFS International Intrinsic Value Fund Class R6	$0.00	$0.00	$0.00
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	$0.00	$0.00	$0.00

MINJX vs. PISIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MINJX MFS International Intrinsic Value Fund Class R6	8.22%	33.23%	7.45%	18.18%	-22.97%	10.67%	20.57%	26.01%	-8.90%	27.25%
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	13.06%	17.68%	14.87%	21.70%	-8.86%	18.37%	4.29%	26.40%	-10.00%	18.81%

Correlation

The correlation between MINJX and PISIX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.59
Correlation (3Y) Balances recent behavior with more history.	0.55
Correlation (5Y) Shows whether the relationship held over a longer period.	0.55
Correlation (10Y) Provides a long-term view across more market conditions.	0.54
Correlation (All Time) Calculated using the full available price history since Apr 28, 2006	0.69

The correlation between MINJX and PISIX shifts across timeframes, from 0.54 (10 years) to 0.69 (all time), reflecting how their relationship changes across market environments.

Return for Risk

MINJX vs. PISIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MINJX

MINJX Risk / Return Rank: 44
MINJX Sharpe Ratio Rank: 51
MINJX Sortino Ratio Rank: 48
MINJX Omega Ratio Rank: 46
MINJX Calmar Ratio Rank: 39
MINJX Martin Ratio Rank: 36

PISIX

PISIX Risk / Return Rank: 44
PISIX Sharpe Ratio Rank: 43
PISIX Sortino Ratio Rank: 38
PISIX Omega Ratio Rank: 55
PISIX Calmar Ratio Rank: 43
PISIX Martin Ratio Rank: 43

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MINJX vs. PISIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class R6 (MINJX) and PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX). 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	PISIX	Difference
Sharpe ratio: Return per unit of total volatility	1.47	1.35	+0.12
Sortino ratio: Return per unit of downside risk	2.06	1.84	+0.23
Omega ratio: Gain probability vs. loss probability	1.26	1.28	-0.02
Calmar ratio: Return relative to maximum drawdown	1.73	1.86	-0.13
Martin ratio: Return relative to average drawdown	5.72	6.59	-0.87

MINJX vs. PISIX - Sharpe Ratio Comparison

The current MINJX Sharpe Ratio is 1.47, which is comparable to the PISIX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of MINJX and PISIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MINJX vs. PISIX - Drawdown Comparison

The maximum MINJX drawdown since its inception was -60.23%, roughly equal to the maximum PISIX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for MINJX and PISIX.

Drawdown Indicators

	MINJX	PISIX	Difference
Max Drawdown Largest peak-to-trough decline	-60.23%	-57.47%	-2.76%
Max Drawdown (1Y) Largest decline over 1 year	-12.40%	-10.71%	-1.69%
Max Drawdown (3Y) Largest decline over 3 years	-13.58%	-15.21%	+1.63%
Max Drawdown (5Y) Largest decline over 5 years	-37.01%	-18.93%	-18.08%
Max Drawdown (10Y) Largest decline over 10 years	-37.01%	-35.44%	-1.57%
Current Drawdown Current decline from peak	-1.43%	-0.96%	-0.47%
Average Drawdown Average peak-to-trough decline	-12.45%	-7.15%	-5.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.75%	3.02%	+0.73%

Volatility

MINJX vs. PISIX - Volatility Comparison

MFS International Intrinsic Value Fund Class R6 (MINJX) has a higher volatility of 3.98% compared to PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) (PISIX) at 3.44%. This indicates that MINJX's price experiences larger fluctuations and is considered to be riskier than PISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MINJX	PISIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	3.44%	+0.54%
Volatility (6M) Calculated over the trailing 6-month period	12.23%	11.67%	+0.56%
Volatility (1Y) Calculated over the trailing 1-year period	14.66%	14.78%	-0.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.88%	14.25%	+2.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.57%	14.38%	+1.19%

MINJX vs. PISIX - Expense Ratio Comparison

MINJX has a 0.66% expense ratio, which is lower than PISIX's 0.76% expense ratio.

Dividends

MINJX vs. PISIX - Dividend Comparison

MINJX's dividend yield for the trailing twelve months is around 7.93%, more than PISIX's 4.90% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MINJX MFS International Intrinsic Value Fund Class R6	7.93%	8.58%	13.14%	12.16%	14.96%	7.71%	5.62%	4.23%	4.84%	2.85%	2.02%	3.43%
PISIX PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	4.90%	5.14%	11.81%	10.04%	10.11%	7.31%	1.42%	11.47%	7.99%	7.36%	1.02%	8.16%

Frequently Asked Questions

Can I hold both MINJX and PISIX in my portfolio?

MINJX and PISIX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MINJX or PISIX?

MINJX has higher volatility (3.98%) compared to PISIX (3.44%). In terms of maximum drawdown, MINJX dropped -60.23% vs PISIX's -57.47%.

Which has better risk-adjusted returns?

MINJX currently has the higher Sharpe Ratio (1.47 vs 1.35), 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.