AALGX vs. MFWIX
Compare and contrast key facts about Thrivent Global Stock Fund (AALGX) and MFS Global Total Return Fund Class I (MFWIX).
AALGX is managed by Thrivent. It was launched on Jul 15, 1987. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
AALGX vs. MFWIX - Performance Comparison
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AALGX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | -4.42% | 20.49% | 27.79% | 21.71% | -19.38% | 20.37% | 14.46% | 22.71% | -8.75% | 10.85% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, AALGX achieves a -4.42% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, AALGX has outperformed MFWIX with an annualized return of 9.92%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
AALGX
- 1D
- -0.25%
- 1M
- -8.68%
- YTD
- -4.42%
- 6M
- -1.44%
- 1Y
- 16.30%
- 3Y*
- 18.87%
- 5Y*
- 10.54%
- 10Y*
- 9.92%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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AALGX vs. MFWIX - Expense Ratio Comparison
AALGX has a 0.97% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
AALGX vs. MFWIX — Risk / Return Rank
AALGX
MFWIX
AALGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Global Stock Fund (AALGX) and MFS Global Total Return Fund Class I (MFWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AALGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.29 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.77 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.59 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.87 | 6.26 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AALGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.29 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.52 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.65 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.71 | -0.28 |
Correlation
The correlation between AALGX and MFWIX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AALGX vs. MFWIX - Dividend Comparison
AALGX's dividend yield for the trailing twelve months is around 11.56%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALGX Thrivent Global Stock Fund | 11.56% | 11.05% | 23.12% | 5.51% | 3.21% | 14.40% | 3.01% | 12.68% | 9.82% | 1.00% | 1.15% | 0.00% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
AALGX vs. MFWIX - Drawdown Comparison
The maximum AALGX drawdown since its inception was -55.28%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for AALGX and MFWIX.
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Drawdown Indicators
| AALGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -33.01% | -22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -6.85% | -4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -20.22% | -14.43% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -23.36% | -11.96% |
Current DrawdownCurrent decline from peak | -9.10% | -6.50% | -2.60% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -3.83% | -6.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 1.74% | +0.74% |
Volatility
AALGX vs. MFWIX - Volatility Comparison
Thrivent Global Stock Fund (AALGX) has a higher volatility of 5.08% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that AALGX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AALGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 3.04% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 5.25% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 8.85% | +8.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.63% | 9.09% | +9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 9.60% | +8.69% |