PINZX vs. MINIX
Compare and contrast key facts about Principal Overseas Fund (PINZX) and MFS International Intrinsic Value Fund Class I (MINIX).
PINZX is managed by Principal. It was launched on Sep 29, 2008. MINIX is managed by MFS.
Performance
PINZX vs. MINIX - Performance Comparison
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PINZX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINZX Principal Overseas Fund | -3.07% | 40.18% | 13.98% | 22.59% | -4.87% | 11.15% | 4.09% | 20.84% | -17.91% | 25.59% |
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, PINZX achieves a -3.07% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, PINZX has outperformed MINIX with an annualized return of 10.70%, while MINIX has yielded a comparatively lower 9.57% annualized return.
PINZX
- 1D
- 0.09%
- 1M
- -12.96%
- YTD
- -3.07%
- 6M
- 3.68%
- 1Y
- 22.76%
- 3Y*
- 19.43%
- 5Y*
- 13.19%
- 10Y*
- 10.70%
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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PINZX vs. MINIX - Expense Ratio Comparison
PINZX has a 0.97% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
PINZX vs. MINIX — Risk / Return Rank
PINZX
MINIX
PINZX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Overseas Fund (PINZX) 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.
| PINZX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.12 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.52 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.33 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.77 | 5.28 | +0.49 |
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
| PINZX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.12 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.44 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.62 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.55 | -0.19 |
Correlation
The correlation between PINZX and MINIX is 0.87, 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
PINZX vs. MINIX - Dividend Comparison
PINZX's dividend yield for the trailing twelve months is around 10.02%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINZX Principal Overseas Fund | 10.02% | 9.71% | 29.12% | 6.31% | 8.23% | 7.70% | 1.85% | 3.08% | 10.03% | 3.15% | 2.04% | 4.01% |
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
PINZX vs. MINIX - Drawdown Comparison
The maximum PINZX drawdown since its inception was -44.27%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for PINZX and MINIX.
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Drawdown Indicators
| PINZX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.27% | -51.72% | +7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -12.42% | -1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -25.96% | -36.78% | +10.82% |
Max Drawdown (10Y)Largest decline over 10 years | -44.27% | -36.78% | -7.49% |
Current DrawdownCurrent decline from peak | -13.23% | -11.89% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -8.64% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 3.13% | +0.37% |
Volatility
PINZX vs. MINIX - Volatility Comparison
Principal Overseas Fund (PINZX) has a higher volatility of 7.35% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 5.98%. This indicates that PINZX's price experiences larger fluctuations and is considered to be riskier 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
| PINZX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 5.98% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.20% | 10.11% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.67% | 15.74% | +1.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 16.45% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 15.52% | +2.53% |