MTCIX vs. MGIAX
Compare and contrast key facts about MFS Technology Fund (MTCIX) and MFS International Intrinsic Value Fund (MGIAX).
MTCIX is managed by MFS. It was launched on Jan 1, 1997. MGIAX is managed by MFS. It was launched on Oct 23, 1995.
Performance
MTCIX vs. MGIAX - Performance Comparison
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MTCIX vs. MGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | -10.39% | 16.39% | 56.76% | 54.42% | -36.18% | 14.11% | 46.45% | 38.84% | 1.85% | 38.78% |
MGIAX MFS International Intrinsic Value Fund | -0.30% | 32.75% | 7.07% | 17.76% | -23.24% | 10.25% | 20.16% | 25.57% | -9.22% | 26.82% |
Returns By Period
In the year-to-date period, MTCIX achieves a -10.39% return, which is significantly lower than MGIAX's -0.30% return. Over the past 10 years, MTCIX has outperformed MGIAX with an annualized return of 19.07%, while MGIAX has yielded a comparatively lower 9.64% annualized return.
MTCIX
- 1D
- 4.39%
- 1M
- -5.33%
- YTD
- -10.39%
- 6M
- -8.30%
- 1Y
- 17.08%
- 3Y*
- 29.44%
- 5Y*
- 12.38%
- 10Y*
- 19.07%
MGIAX
- 1D
- 3.13%
- 1M
- -7.33%
- YTD
- -0.30%
- 6M
- 3.29%
- 1Y
- 21.84%
- 3Y*
- 15.25%
- 5Y*
- 7.21%
- 10Y*
- 9.64%
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MTCIX vs. MGIAX - Expense Ratio Comparison
MTCIX has a 0.88% expense ratio, which is lower than MGIAX's 0.96% expense ratio.
Return for Risk
MTCIX vs. MGIAX — Risk / Return Rank
MTCIX
MGIAX
MTCIX vs. MGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and MFS International Intrinsic Value Fund (MGIAX). 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.
| MTCIX | MGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.39 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.86 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.69 | -0.71 |
Martin ratioReturn relative to average drawdown | 3.24 | 6.63 | -3.39 |
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
| MTCIX | MGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.39 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.62 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.54 | -0.19 |
Correlation
The correlation between MTCIX and MGIAX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MTCIX vs. MGIAX - Dividend Comparison
MTCIX's dividend yield for the trailing twelve months is around 15.30%, more than MGIAX's 8.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | 15.30% | 13.71% | 26.78% | 9.66% | 10.35% | 11.58% | 4.97% | 3.87% | 4.97% | 3.51% | 1.84% | 3.62% |
MGIAX MFS International Intrinsic Value Fund | 8.31% | 8.28% | 12.79% | 11.81% | 14.57% | 7.59% | 5.30% | 3.89% | 4.41% | 2.48% | 1.62% | 3.10% |
Drawdowns
MTCIX vs. MGIAX - Drawdown Comparison
The maximum MTCIX drawdown since its inception was -82.78%, which is greater than MGIAX's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for MTCIX and MGIAX.
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Drawdown Indicators
| MTCIX | MGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.78% | -51.94% | -30.84% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -12.43% | -6.16% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -37.13% | -5.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -37.13% | -5.61% |
Current DrawdownCurrent decline from peak | -15.02% | -9.15% | -5.87% |
Average DrawdownAverage peak-to-trough decline | -30.02% | -8.66% | -21.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 3.16% | +2.44% |
Volatility
MTCIX vs. MGIAX - Volatility Comparison
MFS Technology Fund (MTCIX) has a higher volatility of 8.41% compared to MFS International Intrinsic Value Fund (MGIAX) at 6.84%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than MGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MTCIX | MGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.41% | 6.84% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 16.58% | 10.56% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.03% | 16.01% | +10.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.35% | 16.58% | +8.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 15.58% | +8.37% |