MVGIX vs. MINIX
Compare and contrast key facts about MFS Low Volatility Global Equity Fund (MVGIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MVGIX is managed by MFS. It was launched on Dec 4, 2013. MINIX is managed by MFS.
Performance
MVGIX vs. MINIX - Performance Comparison
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MVGIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MVGIX MFS Low Volatility Global Equity Fund | 0.12% | 16.30% | 12.64% | 13.71% | -8.21% | 16.84% | 5.47% | 20.59% | -2.40% | 18.49% |
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, MVGIX achieves a 0.12% return, which is significantly higher than MINIX's -0.23% return. Over the past 10 years, MVGIX has underperformed MINIX with an annualized return of 9.14%, while MINIX has yielded a comparatively higher 9.91% annualized return.
MVGIX
- 1D
- 1.58%
- 1M
- -6.33%
- YTD
- 0.12%
- 6M
- 1.84%
- 1Y
- 12.29%
- 3Y*
- 12.77%
- 5Y*
- 9.09%
- 10Y*
- 9.14%
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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MVGIX vs. MINIX - Expense Ratio Comparison
MVGIX has a 0.74% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MVGIX vs. MINIX — Risk / Return Rank
MVGIX
MINIX
MVGIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Low Volatility Global Equity Fund (MVGIX) 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.
| MVGIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.41 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.89 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.71 | -0.23 |
Martin ratioReturn relative to average drawdown | 6.28 | 6.74 | -0.47 |
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
| MVGIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.41 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.46 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.64 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.55 | +0.17 |
Correlation
The correlation between MVGIX and MINIX is 0.82, 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
MVGIX vs. MINIX - Dividend Comparison
MVGIX's dividend yield for the trailing twelve months is around 10.93%, more than MINIX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVGIX MFS Low Volatility Global Equity Fund | 10.93% | 10.94% | 7.84% | 1.88% | 3.98% | 9.43% | 1.55% | 2.79% | 4.98% | 1.95% | 1.60% | 1.94% |
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
MVGIX vs. MINIX - Drawdown Comparison
The maximum MVGIX drawdown since its inception was -30.19%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MVGIX and MINIX.
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Drawdown Indicators
| MVGIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.19% | -51.72% | +21.53% |
Max Drawdown (1Y)Largest decline over 1 year | -8.65% | -12.42% | +3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -36.78% | +18.77% |
Max Drawdown (10Y)Largest decline over 10 years | -30.19% | -36.78% | +6.59% |
Current DrawdownCurrent decline from peak | -6.99% | -9.13% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -2.89% | -8.64% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 3.15% | -1.11% |
Volatility
MVGIX vs. MINIX - Volatility Comparison
The current volatility for MFS Low Volatility Global Equity Fund (MVGIX) is 3.77%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 6.84%. This indicates that MVGIX 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
| MVGIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 6.84% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 10.57% | -4.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 16.01% | -5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 16.51% | -5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 15.55% | -3.16% |