FWCFX vs. MFWIX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class C (FWCFX) and MFS Global Total Return Fund Class I (MFWIX).
FWCFX is managed by Fidelity. It was launched on Feb 19, 2009. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
FWCFX vs. MFWIX - Performance Comparison
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FWCFX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | -7.06% | 14.91% | 47.60% | 23.61% | -26.54% | 17.21% | 29.53% | 27.53% | -5.55% | 28.20% |
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, FWCFX achieves a -7.06% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, FWCFX has outperformed MFWIX with an annualized return of 13.01%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
FWCFX
- 1D
- -1.23%
- 1M
- -10.46%
- YTD
- -7.06%
- 6M
- -5.88%
- 1Y
- 16.65%
- 3Y*
- 22.27%
- 5Y*
- 10.46%
- 10Y*
- 13.01%
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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FWCFX vs. MFWIX - Expense Ratio Comparison
FWCFX has a 2.08% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
FWCFX vs. MFWIX — Risk / Return Rank
FWCFX
MFWIX
FWCFX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class C (FWCFX) 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.
| FWCFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.29 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.77 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.59 | -0.42 |
Martin ratioReturn relative to average drawdown | 4.55 | 6.26 | -1.71 |
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
| FWCFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.29 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.52 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.65 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.71 | -0.02 |
Correlation
The correlation between FWCFX 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
FWCFX vs. MFWIX - Dividend Comparison
FWCFX's dividend yield for the trailing twelve months is around 13.04%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWCFX Fidelity Advisor Worldwide Fund Class C | 13.04% | 12.12% | 29.90% | 0.00% | 5.87% | 12.44% | 7.99% | 4.46% | 9.67% | 6.44% | 0.05% | 3.47% |
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
FWCFX vs. MFWIX - Drawdown Comparison
The maximum FWCFX drawdown since its inception was -34.39%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for FWCFX and MFWIX.
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Drawdown Indicators
| FWCFX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.39% | -33.01% | -1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -6.85% | -4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -20.22% | -14.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -23.36% | -11.03% |
Current DrawdownCurrent decline from peak | -11.83% | -6.50% | -5.33% |
Average DrawdownAverage peak-to-trough decline | -6.50% | -3.83% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.74% | +1.29% |
Volatility
FWCFX vs. MFWIX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class C (FWCFX) has a higher volatility of 6.87% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that FWCFX'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
| FWCFX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 3.04% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.92% | 5.25% | +7.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 8.85% | +11.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.17% | 9.09% | +11.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.39% | 9.60% | +9.79% |