TBGVX vs. MIEIX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and MFS International Equity Fund Class R6 (MIEIX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBGVX or MIEIX.
Correlation
The correlation between TBGVX and MIEIX is 0.59, 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.
Performance
TBGVX vs. MIEIX - Performance Comparison
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Key characteristics
TBGVX:
-0.17
MIEIX:
0.72
TBGVX:
-0.09
MIEIX:
1.07
TBGVX:
0.98
MIEIX:
1.15
TBGVX:
-0.13
MIEIX:
0.82
TBGVX:
-0.32
MIEIX:
2.50
TBGVX:
6.74%
MIEIX:
4.43%
TBGVX:
14.86%
MIEIX:
14.99%
TBGVX:
-60.59%
MIEIX:
-50.56%
TBGVX:
-4.95%
MIEIX:
0.00%
Returns By Period
In the year-to-date period, TBGVX achieves a 11.62% return, which is significantly lower than MIEIX's 12.45% return. Over the past 10 years, TBGVX has underperformed MIEIX with an annualized return of 1.72%, while MIEIX has yielded a comparatively higher 6.56% annualized return.
TBGVX
11.62%
9.27%
2.03%
-2.57%
6.39%
1.72%
MIEIX
12.45%
9.31%
10.27%
10.68%
12.48%
6.56%
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TBGVX vs. MIEIX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
TBGVX vs. MIEIX — Risk-Adjusted Performance Rank
TBGVX
MIEIX
TBGVX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) and MFS International Equity Fund Class R6 (MIEIX). 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.
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Dividends
TBGVX vs. MIEIX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 1.72%, more than MIEIX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 1.72% | 1.92% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
MIEIX MFS International Equity Fund Class R6 | 1.30% | 1.47% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% |
Drawdowns
TBGVX vs. MIEIX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -60.59%, which is greater than MIEIX's maximum drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for TBGVX and MIEIX. For additional features, visit the drawdowns tool.
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Volatility
TBGVX vs. MIEIX - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 2.31%, while MFS International Equity Fund Class R6 (MIEIX) has a volatility of 3.01%. This indicates that TBGVX experiences smaller price fluctuations and is considered to be less risky than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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