MFS Low Volatility Global Equity Fund (MVGIX) 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 MVGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MVGIX
MVGIX charges 0.74% annually. There are 52 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 | MVGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MVGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MVGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MVGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MVGIX vs UCEQX |
Best Risk-Adjusted Alternatives to MVGIX
MVGIX has a PortfoliosLab risk / return rank of 34. There are 133 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | MVGIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | MVGIX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | MVGIX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | MVGIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | MVGIX vs FMIEX |
Top Performing MVGIX Alternatives (YTD)
MVGIX is at 4.70% YTD. There are 210 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | MVGIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | MVGIX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | MVGIX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | MVGIX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | MVGIX vs PGVFX |
Lowest Volatility Alternatives to MVGIX
MVGIX has 8.29% 1-year volatility. There are 5 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | MVGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | MVGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | MVGIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | MVGIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | MVGIX vs SGMAX |
Lowest Drawdown Alternatives to MVGIX
MVGIX has a 1-year max drawdown of -8.65%. There are 34 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MVGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MVGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MVGIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MVGIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MVGIX vs SVTAX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 20 | 5.62% | — | Jan 1996 | MVGIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 53 | 9.45% | — | May 2006 | MVGIX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 52 | 9.38% | — | Feb 1996 | MVGIX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 42 | 9.80% | — | Sep 2004 | MVGIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -0.94% | — | Jan 1935 | MVGIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.85% | — | Jun 2012 | MVGIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.80% | — | Jul 1997 | MVGIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 33 | 6.03% | — | — | MVGIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 50 | 9.23% | — | Jan 1996 | MVGIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 40 | 9.45% | — | Jul 1924 | MVGIX vs MITTX |
Often Compared With MVGIX
Investors most often compare MVGIX with GAOAX, CWGIX, RPGEX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MVGIX with Any Fund or Stock
Compare MVGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MVGIX with funds that move differently
MFS Low Volatility Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVGIX.
Explore MVGIX Diversifiers