MUSEX vs. MINIX
Compare and contrast key facts about MFS Blended Research Core Equity Fund (MUSEX) and MFS International Intrinsic Value Fund Class I (MINIX).
MUSEX is managed by MFS. It was launched on Jan 14, 1994. MINIX is managed by MFS.
Performance
MUSEX vs. MINIX - Performance Comparison
Loading graphics...
MUSEX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | -6.06% | 16.10% | 25.17% | 28.30% | -16.02% | 29.24% | 15.47% | 28.80% | -7.82% | 18.95% |
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 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, MUSEX achieves a -6.06% return, which is significantly lower than MINIX's -0.23% return. Over the past 10 years, MUSEX has outperformed MINIX with an annualized return of 12.76%, while MINIX has yielded a comparatively lower 9.91% annualized return.
MUSEX
- 1D
- -0.24%
- 1M
- -7.50%
- YTD
- -6.06%
- 6M
- -4.63%
- 1Y
- 14.03%
- 3Y*
- 18.00%
- 5Y*
- 11.85%
- 10Y*
- 12.76%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUSEX vs. MINIX - Expense Ratio Comparison
MUSEX has a 0.49% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MUSEX vs. MINIX — Risk / Return Rank
MUSEX
MINIX
MUSEX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity Fund (MUSEX) 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.
| MUSEX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.41 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.89 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.71 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.64 | 6.74 | -2.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MUSEX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.41 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.46 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.64 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Correlation
The correlation between MUSEX and MINIX is 0.64, 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
MUSEX vs. MINIX - Dividend Comparison
MUSEX's dividend yield for the trailing twelve months is around 7.62%, less than MINIX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUSEX MFS Blended Research Core Equity Fund | 7.62% | 7.15% | 10.44% | 3.91% | 9.26% | 16.18% | 7.12% | 5.19% | 11.98% | 2.04% | 1.20% | 3.32% |
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
MUSEX vs. MINIX - Drawdown Comparison
The maximum MUSEX drawdown since its inception was -54.78%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MUSEX and MINIX.
Loading graphics...
Drawdown Indicators
| MUSEX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.78% | -51.72% | -3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -12.42% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -21.87% | -36.78% | +14.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.60% | -36.78% | +2.18% |
Current DrawdownCurrent decline from peak | -8.60% | -9.13% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -8.64% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 3.15% | -0.51% |
Volatility
MUSEX vs. MINIX - Volatility Comparison
The current volatility for MFS Blended Research Core Equity Fund (MUSEX) is 4.51%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 6.84%. This indicates that MUSEX 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.
Loading graphics...
Volatility by Period
| MUSEX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 6.84% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 10.57% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 16.01% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 16.51% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 15.55% | +2.74% |