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 a closer substitute for your current allocation.
Cheapest Alternatives to MWEBX
MWEBX charges 1.90% annually. There are 238 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 | MWEBX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MWEBX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MWEBX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MWEBX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MWEBX vs VTWAX |
Best Risk-Adjusted Alternatives to MWEBX
MWEBX has a PortfoliosLab risk / return rank of 7. There are 221 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | MWEBX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | MWEBX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | MWEBX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MWEBX vs JGYIX | |
| Vanguard Global Capital Cycles Fund | 92 | 3.90B | May 1984 | MWEBX vs VGPMX |
Top Performing MWEBX Alternatives (YTD)
MWEBX is at 0.88% YTD. There are 230 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.84% | — | Nov 2016 | MWEBX vs PGTIX | |
| Oberweis Global Opportunities Fund | 24.97% | — | Jan 1987 | MWEBX vs OBEGX | |
| LSV Global Value Fund | 23.33% | — | Jun 2014 | MWEBX vs LVAGX | |
| Ariel Global Fund | 22.42% | — | Dec 2011 | MWEBX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.75% | — | — | MWEBX vs YFSNX |
Lowest Volatility Alternatives to MWEBX
MWEBX has 12.92% 1-year volatility. There are 73 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 | MWEBX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | MWEBX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | MWEBX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | MWEBX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | MWEBX vs SGMAX |
Lowest Drawdown Alternatives to MWEBX
MWEBX has a 1-year max drawdown of -13.43%. There are 206 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 | MWEBX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MWEBX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MWEBX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MWEBX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MWEBX vs CSUAX |
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 | 17 | 4.88% | — | Jan 1996 | MWEBX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.28% | — | May 2006 | MWEBX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 44 | 9.22% | — | Feb 1996 | MWEBX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 9.04% | — | Sep 2004 | MWEBX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | MWEBX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.43% | — | Jun 2012 | MWEBX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.37% | — | Jul 1997 | MWEBX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 30 | 5.50% | — | — | MWEBX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.07% | — | Jan 1996 | MWEBX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 8.78% | — | Jul 1924 | MWEBX vs MITTX |
Often Compared With MWEBX
Investors most often compare MWEBX with ARTKX, VTSNX, ACWV. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MWEBX with Any Fund or Stock
Compare MWEBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MWEBX with funds that move differently
MFS Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MWEBX.
Explore MWEBX Diversifiers