MFS Global Equity Fund (MWEBX) Alternatives
MFS Global Equity Fund (MWEBX) 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 MWEBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to MWEBX
MWEBX charges 1.90% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among MWEBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | MWEBX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | MWEBX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | MWEBX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | MWEBX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | MWEBX vs VMNVX |
Best Risk-Adjusted Alternatives to MWEBX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | MWEBX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | MWEBX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | MWEBX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | MWEBX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | MWEBX vs GLIFX |
Top Performing MWEBX Alternatives (YTD)
MWEBX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | MWEBX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | MWEBX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | MWEBX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | MWEBX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | MWEBX vs GQRIX |
Lowest Volatility Alternatives to MWEBX
MWEBX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | MWEBX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | MWEBX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | MWEBX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | MWEBX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | MWEBX vs GLIFX |
Lowest Drawdown Alternatives to MWEBX
MWEBX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | MWEBX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | MWEBX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | MWEBX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | MWEBX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | MWEBX vs FGIAX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 17 | -6.55% | Jan 31, 1996 | MWEBX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MWEBX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MWEBX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MWEBX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MWEBX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MWEBX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MWEBX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MWEBX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MWEBX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MWEBX vs MEIAX |
Often Compared With MWEBX
What investors most often compare with MWEBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | MWEBX vs ARTKX | |
| Vanguard Total International Stock Index Fund Inst... | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -1.02% | Nov 29, 2010 | MWEBX vs VTSNX | |
| iShares MSCI Global Min Vol Factor ETF | Large Cap Blend Equities | 30 | 0.64% | Oct 18, 2011 | MWEBX vs ACWV | |
| Cambria Global Value ETF | Foreign Large Cap Equities | 94 | 5.70% | Mar 11, 2014 | MWEBX vs GVAL | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | MWEBX vs FMIEX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 93 | 5.88% | Dec 31, 2009 | MWEBX vs GLFOX |
Compare MWEBX with Any Fund or Stock
Compare MWEBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.