MFS Global Growth Fund (MWOFX) 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 MWOFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MWOFX
MWOFX charges 1.22% annually. There are 197 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MWOFX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MWOFX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MWOFX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MWOFX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MWOFX vs UCEQX |
Best Risk-Adjusted Alternatives to MWOFX
MWOFX has a PortfoliosLab risk / return rank of 3. There are 228 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 | MWOFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | MWOFX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | MWOFX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | MWOFX vs JGYIX | |
| Vanguard Global Capital Cycles Fund | 92 | 3.90B | May 1984 | MWOFX vs VGPMX |
Top Performing MWOFX Alternatives (YTD)
MWOFX is at -2.61% YTD. There are 237 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 | MWOFX vs PGTIX | |
| Oberweis Global Opportunities Fund | 24.97% | — | Jan 1987 | MWOFX vs OBEGX | |
| LSV Global Value Fund | 23.33% | — | Jun 2014 | MWOFX vs LVAGX | |
| Ariel Global Fund | 22.42% | — | Dec 2011 | MWOFX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.75% | — | — | MWOFX vs YFSNX |
Lowest Volatility Alternatives to MWOFX
MWOFX has 12.47% 1-year volatility. There are 57 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 | MWOFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | MWOFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | MWOFX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | MWOFX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | MWOFX vs SGMAX |
Lowest Drawdown Alternatives to MWOFX
MWOFX has a 1-year max drawdown of -13.82%. There are 208 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 | MWOFX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MWOFX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MWOFX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MWOFX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MWOFX 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 | MWOFX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 45 | 9.28% | — | May 2006 | MWOFX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 44 | 9.22% | — | Feb 1996 | MWOFX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 9.04% | — | Sep 2004 | MWOFX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -1.78% | — | Jan 1935 | MWOFX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.43% | — | Jun 2012 | MWOFX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.37% | — | Jul 1997 | MWOFX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 30 | 5.50% | — | — | MWOFX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.07% | — | Jan 1996 | MWOFX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 8.78% | — | Jul 1924 | MWOFX vs MITTX |
Often Compared With MWOFX
Investors most often compare MWOFX with JPRE, FSELX, LVHI. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare MWOFX with Any Fund or Stock
Compare MWOFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MWOFX with funds that move differently
MFS Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MWOFX.
Explore MWOFX Diversifiers