MECVX vs. MFWIX
Compare and contrast key facts about MainStay Epoch Capital Growth Fund (MECVX) and MFS Global Total Return Fund Class I (MFWIX).
MECVX is managed by MainStay. It was launched on Jun 29, 2016. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
MECVX vs. MFWIX - Performance Comparison
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MECVX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MECVX MainStay Epoch Capital Growth Fund | -5.60% | 13.10% | 10.52% | 29.35% | -19.63% | 25.00% | 29.21% | 34.56% | -8.92% | 26.65% |
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, MECVX achieves a -5.60% return, which is significantly lower than MFWIX's -0.47% return.
MECVX
- 1D
- -0.41%
- 1M
- -8.93%
- YTD
- -5.60%
- 6M
- -3.91%
- 1Y
- 9.91%
- 3Y*
- 11.51%
- 5Y*
- 8.03%
- 10Y*
- —
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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MECVX vs. MFWIX - Expense Ratio Comparison
MECVX has a 1.39% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
MECVX vs. MFWIX — Risk / Return Rank
MECVX
MFWIX
MECVX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Epoch Capital Growth Fund (MECVX) 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.
| MECVX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.29 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.77 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.59 | -0.89 |
Martin ratioReturn relative to average drawdown | 2.89 | 6.26 | -3.37 |
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
| MECVX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.29 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.52 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.71 | +0.05 |
Correlation
The correlation between MECVX and MFWIX is 0.83, 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
MECVX vs. MFWIX - Dividend Comparison
MECVX's dividend yield for the trailing twelve months is around 8.60%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MECVX MainStay Epoch Capital Growth Fund | 8.60% | 8.12% | 4.30% | 0.32% | 1.01% | 28.36% | 19.49% | 9.87% | 7.96% | 3.31% | 0.22% | 0.00% |
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
MECVX vs. MFWIX - Drawdown Comparison
The maximum MECVX drawdown since its inception was -30.36%, smaller than the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for MECVX and MFWIX.
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Drawdown Indicators
| MECVX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.36% | -33.01% | +2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.77% | -6.85% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -20.22% | -9.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -10.06% | -6.50% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.83% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 1.74% | +0.98% |
Volatility
MECVX vs. MFWIX - Volatility Comparison
MainStay Epoch Capital Growth Fund (MECVX) has a higher volatility of 4.71% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that MECVX'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
| MECVX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 3.04% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.41% | 5.25% | +4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 8.85% | +7.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.40% | 9.09% | +7.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.88% | 9.60% | +7.28% |