MKVIX vs. MINIX
Compare and contrast key facts about MFS International Large Cap Value Fund (MKVIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MKVIX is managed by MFS. It was launched on Jun 29, 2020. MINIX is managed by MFS.
Performance
MKVIX vs. MINIX - Performance Comparison
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MKVIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
MKVIX MFS International Large Cap Value Fund | -1.07% | 40.03% | 6.63% | 16.13% | -8.82% | 14.82% | 20.04% |
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 19.32% |
Returns By Period
In the year-to-date period, MKVIX achieves a -1.07% return, which is significantly lower than MINIX's -0.23% return.
MKVIX
- 1D
- 0.42%
- 1M
- -9.53%
- YTD
- -1.07%
- 6M
- 5.53%
- 1Y
- 26.10%
- 3Y*
- 16.84%
- 5Y*
- 11.16%
- 10Y*
- —
MINIX
- 1D
- 3.14%
- 1M
- -7.31%
- YTD
- -0.23%
- 6M
- 3.41%
- 1Y
- 22.15%
- 3Y*
- 15.54%
- 5Y*
- 7.48%
- 10Y*
- 9.91%
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MKVIX vs. MINIX - Expense Ratio Comparison
MKVIX has a 0.71% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MKVIX vs. MINIX — Risk / Return Rank
MKVIX
MINIX
MKVIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Large Cap Value Fund (MKVIX) 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.
| MKVIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.68 | 1.41 | +0.27 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.89 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.71 | +0.37 |
Martin ratioReturn relative to average drawdown | 8.62 | 6.74 | +1.88 |
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
| MKVIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.68 | 1.41 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.46 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.55 | +0.38 |
Correlation
The correlation between MKVIX and MINIX is 0.89, 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
MKVIX vs. MINIX - Dividend Comparison
MKVIX's dividend yield for the trailing twelve months is around 8.51%, more than MINIX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKVIX MFS International Large Cap Value Fund | 8.51% | 8.42% | 7.25% | 4.19% | 2.72% | 3.90% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MINIX MFS International Intrinsic Value Fund Class I | 7.79% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
MKVIX vs. MINIX - Drawdown Comparison
The maximum MKVIX drawdown since its inception was -26.63%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MKVIX and MINIX.
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Drawdown Indicators
| MKVIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.63% | -51.72% | +25.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.42% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -36.78% | +10.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.78% | — |
Current DrawdownCurrent decline from peak | -9.53% | -9.13% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -8.64% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 3.15% | -0.39% |
Volatility
MKVIX vs. MINIX - Volatility Comparison
The current volatility for MFS International Large Cap Value Fund (MKVIX) is 5.61%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 6.84%. This indicates that MKVIX experiences smaller price fluctuations and is considered to be less risky than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MKVIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 6.84% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 10.57% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.87% | 16.01% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 16.51% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 15.55% | -0.14% |