FWAFX vs. MFWIX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class A (FWAFX) and MFS Global Total Return Fund Class I (MFWIX).
FWAFX is managed by Fidelity. It was launched on Feb 19, 2009. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
FWAFX vs. MFWIX - Performance Comparison
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FWAFX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWAFX Fidelity Advisor Worldwide Fund Class A | -6.91% | 15.83% | 27.27% | 24.62% | -25.96% | 18.13% | 30.57% | 28.58% | -4.80% | 29.15% |
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, FWAFX achieves a -6.91% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, FWAFX has outperformed MFWIX with an annualized return of 12.14%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
FWAFX
- 1D
- -1.26%
- 1M
- -10.40%
- YTD
- -6.91%
- 6M
- -5.51%
- 1Y
- 17.55%
- 3Y*
- 16.98%
- 5Y*
- 7.91%
- 10Y*
- 12.14%
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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FWAFX vs. MFWIX - Expense Ratio Comparison
FWAFX has a 1.29% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
FWAFX vs. MFWIX — Risk / Return Rank
FWAFX
MFWIX
FWAFX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class A (FWAFX) 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.
| FWAFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.29 | -0.44 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.77 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.59 | -0.34 |
Martin ratioReturn relative to average drawdown | 4.88 | 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
| FWAFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.29 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.52 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.65 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.71 | -0.02 |
Correlation
The correlation between FWAFX and MFWIX is 0.82, 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
FWAFX vs. MFWIX - Dividend Comparison
FWAFX's dividend yield for the trailing twelve months is around 12.43%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWAFX Fidelity Advisor Worldwide Fund Class A | 12.43% | 11.57% | 14.70% | 0.66% | 6.00% | 12.73% | 8.01% | 4.71% | 9.43% | 6.66% | 0.88% | 3.72% |
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
FWAFX vs. MFWIX - Drawdown Comparison
The maximum FWAFX drawdown since its inception was -33.90%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for FWAFX and MFWIX.
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Drawdown Indicators
| FWAFX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.90% | -33.01% | -0.89% |
Max Drawdown (1Y)Largest decline over 1 year | -11.77% | -6.85% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -33.90% | -20.22% | -13.68% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -23.36% | -10.54% |
Current DrawdownCurrent decline from peak | -11.77% | -6.50% | -5.27% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -3.83% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 1.74% | +1.27% |
Volatility
FWAFX vs. MFWIX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class A (FWAFX) has a higher volatility of 6.83% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that FWAFX'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
| FWAFX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 3.04% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 5.25% | +7.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.93% | 8.85% | +11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.66% | 9.09% | +9.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 9.60% | +9.02% |