MMIBX vs. MINIX
Compare and contrast key facts about MFS Municipal Income Fund (MMIBX) and MFS International Intrinsic Value Fund Class I (MINIX).
MMIBX is managed by MFS. It was launched on Dec 28, 1986. MINIX is managed by MFS.
Performance
MMIBX vs. MINIX - Performance Comparison
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MMIBX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMIBX MFS Municipal Income Fund | -0.87% | 3.56% | 2.42% | 5.45% | -12.27% | 2.35% | 3.28% | 7.40% | 0.38% | 5.00% |
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, MMIBX achieves a -0.87% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, MMIBX has underperformed MINIX with an annualized return of 1.39%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MMIBX
- 1D
- 0.25%
- 1M
- -2.77%
- YTD
- -0.87%
- 6M
- 0.36%
- 1Y
- 2.63%
- 3Y*
- 2.62%
- 5Y*
- -0.10%
- 10Y*
- 1.39%
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
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MMIBX vs. MINIX - Expense Ratio Comparison
MMIBX has a 1.45% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MMIBX vs. MINIX — Risk / Return Rank
MMIBX
MINIX
MMIBX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Municipal Income Fund (MMIBX) 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.
| MMIBX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.12 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.52 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.33 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.95 | 5.28 | -3.33 |
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
| MMIBX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.12 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.44 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.62 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.55 | +0.26 |
Correlation
The correlation between MMIBX and MINIX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MMIBX vs. MINIX - Dividend Comparison
MMIBX's dividend yield for the trailing twelve months is around 2.96%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMIBX MFS Municipal Income Fund | 2.96% | 3.81% | 2.51% | 2.05% | 1.42% | 1.45% | 1.86% | 2.45% | 2.68% | 2.67% | 2.87% | 2.98% |
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
MMIBX vs. MINIX - Drawdown Comparison
The maximum MMIBX drawdown since its inception was -17.40%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MMIBX and MINIX.
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Drawdown Indicators
| MMIBX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.40% | -51.72% | +34.32% |
Max Drawdown (1Y)Largest decline over 1 year | -5.47% | -12.42% | +6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.19% | -36.78% | +19.59% |
Max Drawdown (10Y)Largest decline over 10 years | -17.19% | -36.78% | +19.59% |
Current DrawdownCurrent decline from peak | -3.43% | -11.89% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -8.64% | +5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 3.13% | -1.27% |
Volatility
MMIBX vs. MINIX - Volatility Comparison
The current volatility for MFS Municipal Income Fund (MMIBX) is 1.24%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MMIBX 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
| MMIBX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 5.98% | -4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 10.11% | -8.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 15.74% | -10.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.36% | 16.45% | -12.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.32% | 15.52% | -11.20% |