FWIFX vs. MFWIX
Compare and contrast key facts about Fidelity Advisor Worldwide Fund Class I (FWIFX) and MFS Global Total Return Fund Class I (MFWIX).
FWIFX is managed by Fidelity. It was launched on Feb 19, 2009. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
FWIFX vs. MFWIX - Performance Comparison
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FWIFX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | -6.85% | 16.11% | 27.63% | 24.92% | -25.72% | 18.43% | 30.92% | 28.94% | -4.56% | 29.58% |
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, FWIFX achieves a -6.85% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, FWIFX has outperformed MFWIX with an annualized return of 12.45%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
FWIFX
- 1D
- -1.24%
- 1M
- -10.37%
- YTD
- -6.85%
- 6M
- -5.40%
- 1Y
- 17.86%
- 3Y*
- 17.28%
- 5Y*
- 8.20%
- 10Y*
- 12.45%
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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FWIFX vs. MFWIX - Expense Ratio Comparison
FWIFX has a 1.02% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
FWIFX vs. MFWIX — Risk / Return Rank
FWIFX
MFWIX
FWIFX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Worldwide Fund Class I (FWIFX) 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.
| FWIFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.29 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.77 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.59 | -0.31 |
Martin ratioReturn relative to average drawdown | 4.99 | 6.26 | -1.27 |
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
| FWIFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.29 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.65 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.71 | 0.00 |
Correlation
The correlation between FWIFX 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
FWIFX vs. MFWIX - Dividend Comparison
FWIFX's dividend yield for the trailing twelve months is around 12.49%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWIFX Fidelity Advisor Worldwide Fund Class I | 12.49% | 11.63% | 14.80% | 0.93% | 6.23% | 12.86% | 8.16% | 4.93% | 9.72% | 6.94% | 1.17% | 3.88% |
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
FWIFX vs. MFWIX - Drawdown Comparison
The maximum FWIFX drawdown since its inception was -33.71%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for FWIFX and MFWIX.
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Drawdown Indicators
| FWIFX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.71% | -33.01% | -0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.74% | -6.85% | -4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -33.71% | -20.22% | -13.49% |
Max Drawdown (10Y)Largest decline over 10 years | -33.71% | -23.36% | -10.35% |
Current DrawdownCurrent decline from peak | -11.74% | -6.50% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -3.83% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 1.74% | +1.26% |
Volatility
FWIFX vs. MFWIX - Volatility Comparison
Fidelity Advisor Worldwide Fund Class I (FWIFX) has a higher volatility of 6.89% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that FWIFX'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
| FWIFX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 3.04% | +3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 5.25% | +7.66% |
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 | 18.65% | 9.09% | +9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 9.60% | +9.02% |