AGVHX vs. MFWIX
Compare and contrast key facts about American Funds Global Insight Fund (AGVHX) and MFS Global Total Return Fund Class I (MFWIX).
AGVHX is managed by American Funds. It was launched on Mar 31, 2011. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
AGVHX vs. MFWIX - Performance Comparison
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AGVHX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | -3.56% | 22.87% | 10.44% | 18.56% | -15.20% | 13.88% | 16.00% | 4.16% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 2.96% |
Returns By Period
In the year-to-date period, AGVHX achieves a -3.56% return, which is significantly lower than MFWIX's 0.94% return.
AGVHX
- 1D
- 2.97%
- 1M
- -6.65%
- YTD
- -3.56%
- 6M
- -1.26%
- 1Y
- 16.95%
- 3Y*
- 13.03%
- 5Y*
- 7.43%
- 10Y*
- —
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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AGVHX vs. MFWIX - Expense Ratio Comparison
AGVHX has a 0.47% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
AGVHX vs. MFWIX — Risk / Return Rank
AGVHX
MFWIX
AGVHX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Global Insight Fund (AGVHX) 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.
| AGVHX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.44 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.99 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.89 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.91 | 7.31 | -0.40 |
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
| AGVHX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.44 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.54 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.71 | -0.14 |
Correlation
The correlation between AGVHX and MFWIX is 0.88, 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
AGVHX vs. MFWIX - Dividend Comparison
AGVHX's dividend yield for the trailing twelve months is around 1.22%, less than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGVHX American Funds Global Insight Fund | 1.22% | 1.18% | 1.27% | 1.53% | 1.48% | 0.86% | 0.79% | 2.88% | 0.00% | 0.00% | 0.00% | 0.00% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
AGVHX vs. MFWIX - Drawdown Comparison
The maximum AGVHX drawdown since its inception was -29.73%, smaller than the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for AGVHX and MFWIX.
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Drawdown Indicators
| AGVHX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.73% | -33.01% | +3.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -6.85% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.52% | -20.22% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -7.90% | -5.18% | -2.72% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -3.83% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.77% | +0.74% |
Volatility
AGVHX vs. MFWIX - Volatility Comparison
American Funds Global Insight Fund (AGVHX) has a higher volatility of 6.20% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that AGVHX'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
| AGVHX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.20% | 3.44% | +2.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 5.43% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 8.94% | +6.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 9.11% | +5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 9.61% | +7.56% |