MRSIX vs. VXUS
Compare and contrast key facts about MFS Research International Fund (MRSIX) and Vanguard Total International Stock ETF (VXUS).
MRSIX is managed by MFS. It was launched on Jan 2, 1997. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRSIX or VXUS.
Correlation
The correlation between MRSIX and VXUS is 0.93, 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.
Performance
MRSIX vs. VXUS - Performance Comparison
Key characteristics
MRSIX:
0.73
VXUS:
0.99
MRSIX:
1.08
VXUS:
1.43
MRSIX:
1.13
VXUS:
1.18
MRSIX:
0.80
VXUS:
1.29
MRSIX:
1.97
VXUS:
3.22
MRSIX:
4.41%
VXUS:
3.90%
MRSIX:
11.94%
VXUS:
12.69%
MRSIX:
-57.98%
VXUS:
-35.97%
MRSIX:
-4.08%
VXUS:
-1.61%
Returns By Period
In the year-to-date period, MRSIX achieves a 6.02% return, which is significantly lower than VXUS's 7.31% return. Both investments have delivered pretty close results over the past 10 years, with MRSIX having a 5.23% annualized return and VXUS not far ahead at 5.29%.
MRSIX
6.02%
2.79%
-0.82%
8.46%
5.46%
5.23%
VXUS
7.31%
4.49%
3.62%
12.07%
6.21%
5.29%
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MRSIX vs. VXUS - Expense Ratio Comparison
MRSIX has a 0.76% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
MRSIX vs. VXUS — Risk-Adjusted Performance Rank
MRSIX
VXUS
MRSIX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Research International Fund (MRSIX) and Vanguard Total International Stock ETF (VXUS). 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.
Dividends
MRSIX vs. VXUS - Dividend Comparison
MRSIX's dividend yield for the trailing twelve months is around 1.88%, less than VXUS's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRSIX MFS Research International Fund | 1.88% | 2.00% | 1.67% | 1.57% | 1.29% | 0.92% | 1.79% | 4.69% | 1.21% | 1.97% | 1.89% | 2.51% |
VXUS Vanguard Total International Stock ETF | 3.14% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
MRSIX vs. VXUS - Drawdown Comparison
The maximum MRSIX drawdown since its inception was -57.98%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for MRSIX and VXUS. For additional features, visit the drawdowns tool.
Volatility
MRSIX vs. VXUS - Volatility Comparison
MFS Research International Fund (MRSIX) and Vanguard Total International Stock ETF (VXUS) have volatilities of 3.23% and 3.13%, 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.