Mfs International Competition

Mutual Funds . USA . 
Fund . Mfs International New
MIDAX Fund  USD 31.95  0.25  0.79%   
Mfs International New competes with Mfs Prudent, Mfs Prudent, Mfs Prudent, Mfs Prudent, and Mfs Prudent; as well as few others. The fund is listed under Foreign Small/Mid Growth category and is part of MFS family. Analyzing Mfs International competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mfs International to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs International Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mfs International competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
31.3331.9532.57
Details
Intrinsic
Valuation
LowRealHigh
31.5332.1532.77
Details
Naive
Forecast
LowNextHigh
31.3131.9232.54
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.1431.5832.02
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mfs International. Your research has to be compared to or analyzed against Mfs International's peers to derive any actionable benefits. When done correctly, Mfs International's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Mfs International New.

Mfs International Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs International and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mfs and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mfs International New does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs International Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mfs International's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
FPPJX  0.28 (0.02)(0.28) 0.02  0.35 
(0.30)
 0.51 
(0.67)
 1.82 
FPPQX  0.29 (0.02)(0.29) 0.01  0.36 
(0.31)
 0.58 
(0.67)
 1.74 
FPPRX  0.28 (0.03)(0.30) 0.00  0.36 
(0.30)
 0.52 
(0.76)
 1.85 
FPPSX  0.29  0.00 (0.32)(2.84) 0.37 
(0.30)
 0.58 
(0.67)
 1.83 
FPPUX  0.29 (0.02)(0.30) 0.02  0.35 
(0.32)
 0.58 
(0.75)
 1.82 
FPPVX  0.27 (0.02)(0.30) 0.02  0.34 
(0.29)
 0.50 
(0.66)
 1.82 
LFTFX  0.45 (0.02)(0.10) 0.09  0.52 
(0.52)
 0.87 
(0.86)
 2.82 
LFTJX  0.45 (0.03)(0.10) 0.09  0.53 
(0.52)
 0.87 
(0.87)
 2.93 
LFTGX  0.45 (0.03)(0.10) 0.09  0.52 
(0.51)
 0.87 
(0.87)
 2.84 
LFTHX  0.46 (0.02)(0.10) 0.09  0.53 
(0.53)
 0.86 
(0.95)
 2.80 
All Fundamental Data

Mfs International Competitive Analysis

The better you understand Mfs International competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs International's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mfs International's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MIDAX FPPJX FPPQX FPPRX FPPSX FPPUX FPPVX LFTFX LFTJX LFTGX
 0.79 
 31.95 
Mfs
 0.25 
 12.05 
Mfs
 0.17 
 12.02 
Mfs
 0.17 
 11.86 
Mfs
 0.17 
 11.97 
Mfs
 0.17 
 12.05 
Mfs
 0.17 
 12.06 
Mfs
 0.38 
 10.64 
Mfs
 0.47 
 10.59 
Mfs
 0.48 
 10.56 
Mfs
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Insignificant
Insignificant
Insignificant
Insignificant
Insignificant
Insignificant
Good
Good
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Cautious Hold
Cautious Hold
Cautious Hold
Sell
Hold
Cautious Hold
Strong Hold
Strong Hold
Strong Hold
Net Asset
6.35 B
36.83 M
22.84 M
22.84 M
22.84 M
22.84 M
22.84 M
13.65 M
13.65 M
13.65 M
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1 K
Price To Book
2.5
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
2.41
3.75
3.49
2.71
3.22
3.74
3.81
N/A
N/A
N/A
One Year Return
10.11
8.56
8.31
7.48
8.07
8.55
8.71
N/A
N/A
N/A
Last Dividend Paid
0.03
0.08
0.05
N/A
0.02
0.08
0.08
N/A
N/A
N/A
Price To Earning
18.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.43
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
3.52
16.44
25.14
25.14
25.14
25.14
25.14
-2.96
-2.96
7.9
Equity Positions Weight
96.47
50.2
36.77
36.77
36.77
36.77
36.77
89.0
89.0
83.34
Three Year Return
-1.44
1.52
1.27
0.49
1.02
1.52
1.59
N/A
N/A
N/A
Annual Yield
0.0153
0.0181
0.0159
0.0095
0.0136
0.0181
0.0187
0.0125
0.0057
0.0076
Year To Date Return
3.67
4.45
4.28
3.51
4.01
4.54
4.62
N/A
N/A
N/A
Bond Positions Weight
N/A
33.27
2.11
2.11
2.11
2.11
2.11
1.12
1.12
7.69
Ten Year Return
8.1
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
31.95
12.05
12.02
11.86
11.97
12.05
12.06
10.64
10.59
10.56
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.25
0.03
0.02
0.02
0.02
0.02
0.02
0.04
0.05
0.05
Rate Of Daily Change
1.01
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
31.95
12.05
12.02
11.86
11.97
12.05
12.06
10.64
10.59
10.56
Price Action Indicator
0.13
0.015
0.01
0.01
0.01
0.01
0.01
0.02
0.025
0.025
Relative Strength Index
40.53
41.37
39.96
39.6
41.19
39.85
39.51
69.98
67.81
69.37
Coefficient Of Variation
(1,335)
2496.43
3050.2
3812.47
6402.83
2752.2
2689.0
866.26
915.27
898.75
Mean Deviation
0.495
0.281
0.2865
0.2824
0.2857
0.2851
0.2718
0.4513
0.4533
0.4459
Jensen Alpha
(0.09)
(0.02)
(0.02)
(0.03)
(0)
(0.02)
(0.02)
(0.02)
(0.03)
(0.03)
Total Risk Alpha
(0.16)
(0.06)
(0.06)
(0.06)
(0.07)
(0.06)
(0.06)
(0.04)
(0.04)
(0.04)
Sortino Ratio
N/A
(0.28)
(0.29)
(0.30)
(0.32)
(0.30)
(0.30)
(0.10)
(0.1)
(0.10)
Downside Variance
N/A
0.1985
0.1857
0.1816
0.1738
0.1682
0.1721
0.4738
0.5394
0.4991
Standard Deviation
0.6282
0.3631
0.3677
0.3673
0.3673
0.3657
0.3561
0.5954
0.6052
0.5955
Kurtosis
0.6727
0.3446
0.1931
0.4639
0.2681
0.2269
0.5092
0.9153
1.02
1.08
Potential Upside
0.7886
0.5072
0.5833
0.515
0.5848
0.5819
0.5029
0.8671
0.8704
0.8729
Treynor Ratio
(0.19)
0.0243
0.0108
(0)
(2.84)
0.0166
0.0175
0.0909
0.0858
0.0874
Maximum Drawdown
3.13
1.82
1.74
1.85
1.83
1.82
1.82
2.82
2.93
2.84
Variance
0.3946
0.1319
0.1352
0.1349
0.1349
0.1337
0.1268
0.3545
0.3663
0.3546
Market Risk Adjusted Performance
(0.18)
0.0343
0.0208
0.0081
(2.83)
0.0266
0.0275
0.1009
0.0958
0.0974
Risk Adjusted Performance
(0.06)
0.0196
0.0143
0.0092
0.0011
0.0169
0.017
0.0854
0.0809
0.0822
Skewness
0.2662
(0.42)
(0.37)
(0.41)
(0.33)
(0.35)
(0.33)
(0.44)
(0.41)
(0.46)
Semi Deviation
N/A
0.3513
0.3582
0.3649
0.3692
0.3462
0.3416
0.5193
0.5346
0.5242
Information Ratio
(0.29)
(0.34)
(0.34)
(0.35)
(0.36)
(0.34)
(0.35)
(0.12)
(0.12)
(0.12)
Value At Risk
(1.19)
(0.67)
(0.67)
(0.76)
(0.67)
(0.75)
(0.66)
(0.86)
(0.87)
(0.87)
Expected Short fall
N/A
(0.30)
(0.31)
(0.30)
(0.30)
(0.32)
(0.29)
(0.52)
(0.52)
(0.51)
Downside Deviation
N/A
0.4456
0.431
0.4261
0.4169
0.4101
0.4148
0.6883
0.7344
0.7065
Semi Variance
N/A
0.1234
0.1283
0.1331
0.1363
0.1199
0.1167
0.2697
0.2858
0.2748

Mfs International Competition Performance Charts

Five steps to successful analysis of Mfs International Competition

Mfs International's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mfs International New in relation to its competition. Mfs International's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mfs International in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mfs International's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs International New, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mfs International position

In addition to having Mfs International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Diversified Assets Theme
Pablicly traded close-end funds and other entities backed by different types of diversified investments. The Diversified Assets theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Diversified Assets Theme or any other thematic opportunities.
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Other Information on Investing in Mfs Mutual Fund

Mfs International financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs International security.
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