CFIPX vs. MFWIX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and MFS Global Total Return Fund Class I (MFWIX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
CFIPX vs. MFWIX - Performance Comparison
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CFIPX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | -5.00% | 23.21% | 24.28% | 23.03% | -16.36% | 24.76% | 13.34% | 30.63% | -12.16% | 23.69% |
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, CFIPX achieves a -5.00% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, CFIPX has outperformed MFWIX with an annualized return of 12.61%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
CFIPX
- 1D
- -0.33%
- 1M
- -7.68%
- YTD
- -5.00%
- 6M
- -1.63%
- 1Y
- 19.21%
- 3Y*
- 18.74%
- 5Y*
- 11.49%
- 10Y*
- 12.61%
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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CFIPX vs. MFWIX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
CFIPX vs. MFWIX — Risk / Return Rank
CFIPX
MFWIX
CFIPX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) 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.
| CFIPX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.29 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.77 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.59 | -0.11 |
Martin ratioReturn relative to average drawdown | 7.64 | 6.26 | +1.38 |
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
| CFIPX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.29 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.52 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.65 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.71 | -0.36 |
Correlation
The correlation between CFIPX and MFWIX is 0.84, 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
CFIPX vs. MFWIX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 6.75%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 6.75% | 6.41% | 3.49% | 0.99% | 4.99% | 8.99% | 0.73% | 13.31% | 7.86% | 0.77% | 1.52% | 1.01% |
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
CFIPX vs. MFWIX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -62.70%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for CFIPX and MFWIX.
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Drawdown Indicators
| CFIPX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.70% | -33.01% | -29.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -6.85% | -4.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -20.22% | -4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.98% | -23.36% | -10.62% |
Current DrawdownCurrent decline from peak | -8.28% | -6.50% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -16.50% | -3.83% | -12.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.74% | +0.55% |
Volatility
CFIPX vs. MFWIX - Volatility Comparison
Franklin Global Equity Fund (CFIPX) has a higher volatility of 4.40% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that CFIPX'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
| CFIPX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.04% | +1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 5.25% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 8.85% | +8.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 9.09% | +6.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 9.60% | +7.63% |