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Compare · MCR vs MIN

MCR vs MIN

Side-by-side comparison of MFS Charter Income Trust (MCR) and MFS Intermediate Income Trust (MIN): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both MCR and MIN operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • MIN is the larger of the two at $1.59B, about 6.1x MCR ($261.4M).
  • Over the past year, MCR is down 5.9% and MIN is down 11.8% - MCR leads by 5.9 points.
  • MIN has hit the wire 17 times in the past 4 weeks while MCR has been quiet.
PerformanceMCR-5.91%MIN-10.15%
2025-10-14+0.00%2026-06-18
MetricMCRMIN
Company
MFS Charter Income Trust
MFS Intermediate Income Trust
Price
$5.97-0.33%
$14.07+1.66%
Market cap
$261.4M
$1.59B
1M return
+1.79%
+0.43%
1Y return
-5.91%
-11.84%
Sector
Finance
Finance
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
1989
1988
News (4w)
0
17
Recent ratings
0
0
MCR

MFS Charter Income Trust

MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.

MIN

MFS Intermediate Income Trust

MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Government/Credit and MFS Intermediate Income Trust Blended Index. MFS Intermediate Income Trust was formed on March 17, 1988 and is domiciled in the United States.

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