MFS Global Total Return Fund Class I (MFWIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MFWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MFWIX
MFWIX charges 0.84% annually. There are 78 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MFWIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MFWIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MFWIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | MFWIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MFWIX vs UCEQX |
Best Risk-Adjusted Alternatives to MFWIX
MFWIX has a PortfoliosLab risk / return rank of 73. There are 56 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | MFWIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | MFWIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | MFWIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | MFWIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | MFWIX vs EPSYX |
Top Performing MFWIX Alternatives (YTD)
MFWIX is at 7.93% YTD. There are 171 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | MFWIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | MFWIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | MFWIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | MFWIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | MFWIX vs PGVFX |
Lowest Volatility Alternatives to MFWIX
MFWIX has 7.46% 1-year volatility. There are 5 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | MFWIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | MFWIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | MFWIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | MFWIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | MFWIX vs SVTAX |
Lowest Drawdown Alternatives to MFWIX
MFWIX has a 1-year max drawdown of -6.73%. There are 12 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | MFWIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | MFWIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MFWIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MFWIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MFWIX vs SGMAX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 37 | 8.45% | — | Jan 1996 | MFWIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 75 | 11.15% | — | May 2006 | MFWIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 57 | 11.17% | — | Sep 2004 | MFWIX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 74 | 11.07% | — | Feb 1996 | MFWIX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -2.12% | — | Jan 1935 | MFWIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 6 | 1.45% | — | Jun 2012 | MFWIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 6 | 1.39% | — | Jul 1997 | MFWIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 44 | 8.16% | — | — | MFWIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 73 | 10.91% | — | Jan 1996 | MFWIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 33 | 7.99% | — | Jul 1924 | MFWIX vs MITTX |
Often Compared With MFWIX
Investors most often compare MFWIX with TEDIX, RPGEX, FGIAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MFWIX with Any Fund or Stock
Compare MFWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MFWIX with funds that move differently
MFS Global Total Return Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MFWIX.
Explore MFWIX Diversifiers