ANEFX vs. MFWIX
Compare and contrast key facts about American Funds The New Economy Fund (ANEFX) and MFS Global Total Return Fund Class I (MFWIX).
ANEFX is managed by American Funds. It was launched on Nov 30, 1983. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
ANEFX vs. MFWIX - Performance Comparison
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ANEFX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANEFX American Funds The New Economy Fund | -8.49% | 31.01% | 23.58% | 29.14% | -29.67% | 12.85% | 33.47% | 26.46% | -4.36% | 34.37% |
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, ANEFX achieves a -8.49% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, ANEFX has outperformed MFWIX with an annualized return of 13.50%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
ANEFX
- 1D
- -1.45%
- 1M
- -11.34%
- YTD
- -8.49%
- 6M
- -0.97%
- 1Y
- 27.41%
- 3Y*
- 20.27%
- 5Y*
- 8.57%
- 10Y*
- 13.50%
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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ANEFX vs. MFWIX - Expense Ratio Comparison
ANEFX has a 0.75% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
ANEFX vs. MFWIX — Risk / Return Rank
ANEFX
MFWIX
ANEFX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund (ANEFX) 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.
| ANEFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.29 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.77 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.59 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.69 | 6.26 | +1.43 |
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
| ANEFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.29 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.52 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.65 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.71 | -0.01 |
Correlation
The correlation between ANEFX and MFWIX is 0.74, 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
ANEFX vs. MFWIX - Dividend Comparison
ANEFX's dividend yield for the trailing twelve months is around 10.85%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANEFX American Funds The New Economy Fund | 10.85% | 9.93% | 9.59% | 3.96% | 0.00% | 8.24% | 2.47% | 7.34% | 10.00% | 8.28% | 4.61% | 6.16% |
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
ANEFX vs. MFWIX - Drawdown Comparison
The maximum ANEFX drawdown since its inception was -61.28%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for ANEFX and MFWIX.
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Drawdown Indicators
| ANEFX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.28% | -33.01% | -28.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -6.85% | -6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -36.63% | -20.22% | -16.41% |
Max Drawdown (10Y)Largest decline over 10 years | -36.63% | -23.36% | -13.27% |
Current DrawdownCurrent decline from peak | -13.35% | -6.50% | -6.85% |
Average DrawdownAverage peak-to-trough decline | -11.48% | -3.83% | -7.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 1.74% | +1.35% |
Volatility
ANEFX vs. MFWIX - Volatility Comparison
American Funds The New Economy Fund (ANEFX) has a higher volatility of 6.51% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that ANEFX'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
| ANEFX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 3.04% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 5.25% | +7.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.67% | 8.85% | +11.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 9.09% | +10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 9.60% | +9.39% |