BIBDX vs. MFWIX
Compare and contrast key facts about BlackRock Global Dividend Portfolio (BIBDX) and MFS Global Total Return Fund Class I (MFWIX).
BIBDX is managed by BlackRock. It was launched on Apr 6, 2008. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
BIBDX vs. MFWIX - Performance Comparison
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BIBDX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | -2.28% | 19.32% | 9.72% | 16.59% | -13.72% | 17.70% | 6.91% | 22.80% | -10.46% | 19.39% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 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, BIBDX achieves a -2.28% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, BIBDX has outperformed MFWIX with an annualized return of 8.17%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
BIBDX
- 1D
- 2.94%
- 1M
- -6.85%
- YTD
- -2.28%
- 6M
- -0.73%
- 1Y
- 15.24%
- 3Y*
- 11.77%
- 5Y*
- 7.49%
- 10Y*
- 8.17%
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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BIBDX vs. MFWIX - Expense Ratio Comparison
BIBDX has a 0.75% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
BIBDX vs. MFWIX — Risk / Return Rank
BIBDX
MFWIX
BIBDX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Dividend Portfolio (BIBDX) 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.
| BIBDX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.44 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.99 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.89 | -0.39 |
Martin ratioReturn relative to average drawdown | 6.06 | 7.31 | -1.25 |
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
| BIBDX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.44 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.66 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.71 | -0.24 |
Correlation
The correlation between BIBDX and MFWIX is 0.90, 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
BIBDX vs. MFWIX - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 20.61%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 20.61% | 20.14% | 8.09% | 2.00% | 6.51% | 18.01% | 5.94% | 7.97% | 7.05% | 6.47% | 2.47% | 4.34% |
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
BIBDX vs. MFWIX - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -41.81%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for BIBDX and MFWIX.
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Drawdown Indicators
| BIBDX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.81% | -33.01% | -8.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.80% | -6.85% | -3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -20.22% | -4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.15% | -23.36% | -9.79% |
Current DrawdownCurrent decline from peak | -7.75% | -5.18% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -3.83% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 1.77% | +0.91% |
Volatility
BIBDX vs. MFWIX - Volatility Comparison
BlackRock Global Dividend Portfolio (BIBDX) has a higher volatility of 6.23% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that BIBDX'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
| BIBDX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.23% | 3.44% | +2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 5.43% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 8.94% | +6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 9.11% | +5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 9.61% | +5.52% |