FGILX vs. MFWIX
Compare and contrast key facts about Fidelity Global Equity Income Fund (FGILX) and MFS Global Total Return Fund Class I (MFWIX).
FGILX is managed by Fidelity. It was launched on May 2, 2012. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
FGILX vs. MFWIX - Performance Comparison
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FGILX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | -3.26% | 25.99% | 13.80% | 15.33% | -11.93% | 19.05% | 14.49% | 30.20% | -10.93% | 21.68% |
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, FGILX achieves a -3.26% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, FGILX has outperformed MFWIX with an annualized return of 10.82%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
FGILX
- 1D
- 0.04%
- 1M
- -8.66%
- YTD
- -3.26%
- 6M
- -0.04%
- 1Y
- 16.18%
- 3Y*
- 14.69%
- 5Y*
- 9.93%
- 10Y*
- 10.82%
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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FGILX vs. MFWIX - Expense Ratio Comparison
FGILX has a 1.02% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
FGILX vs. MFWIX — Risk / Return Rank
FGILX
MFWIX
FGILX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Equity Income Fund (FGILX) 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.
| FGILX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.29 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.77 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.59 | -0.20 |
Martin ratioReturn relative to average drawdown | 6.71 | 6.26 | +0.45 |
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
| FGILX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.29 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.52 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.65 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.71 | +0.06 |
Correlation
The correlation between FGILX 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
FGILX vs. MFWIX - Dividend Comparison
FGILX's dividend yield for the trailing twelve months is around 2.13%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGILX Fidelity Global Equity Income Fund | 2.13% | 2.06% | 2.38% | 1.25% | 1.21% | 11.94% | 3.17% | 1.51% | 6.23% | 2.10% | 1.27% | 2.75% |
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
FGILX vs. MFWIX - Drawdown Comparison
The maximum FGILX drawdown since its inception was -30.59%, smaller than the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for FGILX and MFWIX.
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Drawdown Indicators
| FGILX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -33.01% | +2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -6.85% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | -20.22% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -23.36% | -7.23% |
Current DrawdownCurrent decline from peak | -8.66% | -6.50% | -2.16% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -3.83% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 1.74% | +0.50% |
Volatility
FGILX vs. MFWIX - Volatility Comparison
Fidelity Global Equity Income Fund (FGILX) has a higher volatility of 4.92% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that FGILX'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
| FGILX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 3.04% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 5.25% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.90% | 8.85% | +6.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.44% | 9.09% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 9.60% | +4.91% |