MFWTX vs. AMECX

In the year-to-date period, MFWTX achieves a 7.05% return, which is significantly lower than AMECX's 7.96% return. Over the past 10 years, MFWTX has underperformed AMECX with an annualized return of 5.40%, while AMECX has yielded a comparatively higher 7.43% annualized return.

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MFWTX has a 1.09% expense ratio, which is higher than AMECX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Total Return Fund (MFWTX) and American Funds The Income Fund of America Class A (AMECX). 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.

The current MFWTX Sharpe Ratio is 0.90, which is lower than the AMECX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of MFWTX and AMECX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFWTX's dividend yield for the trailing twelve months is around 8.23%, more than AMECX's 5.95% yield.

The maximum MFWTX drawdown since its inception was -33.14%, smaller than the maximum AMECX drawdown of -41.93%. Use the drawdown chart below to compare losses from any high point for MFWTX and AMECX.

The current volatility for MFS Global Total Return Fund (MFWTX) is 1.98%, while American Funds The Income Fund of America Class A (AMECX) has a volatility of 2.17%. This indicates that MFWTX experiences smaller price fluctuations and is considered to be less risky than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.