MWNIX vs. MINIX
Compare and contrast key facts about MFS International New Discovery Fund (MWNIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MWNIX is managed by MFS. It was launched on Oct 8, 1997. MINIX is managed by MFS.
Performance
MWNIX vs. MINIX - Performance Comparison
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MWNIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWNIX MFS International New Discovery Fund | -4.10% | 16.88% | 0.90% | 13.03% | -18.63% | 5.06% | 9.98% | 22.85% | -10.41% | 30.67% |
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, MWNIX achieves a -4.10% return, which is significantly lower than MINIX's -3.26% return. Over the past 10 years, MWNIX has underperformed MINIX with an annualized return of 5.54%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MWNIX
- 1D
- -0.25%
- 1M
- -11.78%
- YTD
- -4.10%
- 6M
- -4.89%
- 1Y
- 9.37%
- 3Y*
- 6.45%
- 5Y*
- 1.70%
- 10Y*
- 5.54%
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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MWNIX vs. MINIX - Expense Ratio Comparison
MWNIX has a 1.03% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
MWNIX vs. MINIX — Risk / Return Rank
MWNIX
MINIX
MWNIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund (MWNIX) 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.
| MWNIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.12 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.52 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.33 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.39 | 5.28 | -2.88 |
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
| MWNIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.12 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.44 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.62 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.55 | +0.02 |
Correlation
The correlation between MWNIX and MINIX is 0.90, 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
MWNIX vs. MINIX - Dividend Comparison
MWNIX's dividend yield for the trailing twelve months is around 3.38%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWNIX MFS International New Discovery Fund | 3.38% | 3.24% | 7.61% | 4.05% | 5.68% | 5.06% | 3.90% | 2.67% | 6.68% | 1.63% | 1.09% | 1.12% |
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
MWNIX vs. MINIX - Drawdown Comparison
The maximum MWNIX drawdown since its inception was -58.38%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MWNIX and MINIX.
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Drawdown Indicators
| MWNIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.38% | -51.72% | -6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -12.42% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -33.67% | -36.78% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -36.78% | +2.06% |
Current DrawdownCurrent decline from peak | -11.78% | -11.89% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -8.64% | -0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 3.13% | -0.04% |
Volatility
MWNIX vs. MINIX - Volatility Comparison
The current volatility for MFS International New Discovery Fund (MWNIX) is 5.09%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MWNIX 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
| MWNIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.98% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 10.11% | -1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 15.74% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.02% | 16.45% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.90% | 15.52% | -1.62% |