Correlation
The correlation between MFWTX and CAIBX is 0.72, 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.
MFWTX vs. CAIBX
Compare and contrast key facts about MFS Global Total Return Fund (MFWTX) and American Funds Capital Income Builder Class A (CAIBX).
MFWTX is managed by MFS. It was launched on Sep 3, 1990. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFWTX or CAIBX.
Performance
MFWTX vs. CAIBX - Performance Comparison
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Key characteristics
MFWTX:
0.90
CAIBX:
1.55
MFWTX:
1.51
CAIBX:
2.24
MFWTX:
1.21
CAIBX:
1.35
MFWTX:
1.13
CAIBX:
1.98
MFWTX:
3.71
CAIBX:
9.79
MFWTX:
2.55%
CAIBX:
1.80%
MFWTX:
8.88%
CAIBX:
10.56%
MFWTX:
-33.14%
CAIBX:
-41.42%
MFWTX:
0.00%
CAIBX:
0.00%
Returns By Period
In the year-to-date period, MFWTX achieves a 7.05% return, which is significantly lower than CAIBX's 9.38% return. Over the past 10 years, MFWTX has underperformed CAIBX with an annualized return of 5.40%, while CAIBX has yielded a comparatively higher 6.35% annualized return.
MFWTX
7.05%
2.35%
2.96%
7.94%
6.23%
6.15%
5.40%
CAIBX
9.38%
2.81%
6.97%
16.18%
8.40%
9.13%
6.35%
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MFWTX vs. CAIBX - Expense Ratio Comparison
MFWTX has a 1.09% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
MFWTX vs. CAIBX — Risk-Adjusted Performance Rank
MFWTX
CAIBX
MFWTX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Total Return Fund (MFWTX) and American Funds Capital Income Builder Class A (CAIBX). 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.
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Dividends
MFWTX vs. CAIBX - Dividend Comparison
MFWTX's dividend yield for the trailing twelve months is around 8.23%, more than CAIBX's 5.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFWTX MFS Global Total Return Fund | 8.23% | 8.94% | 3.68% | 2.64% | 10.30% | 7.19% | 4.40% | 3.33% | 2.49% | 1.13% | 4.29% | 3.17% |
CAIBX American Funds Capital Income Builder Class A | 5.32% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.24% | 3.80% | 4.68% | 3.52% | 3.62% | 4.67% |
Drawdowns
MFWTX vs. CAIBX - Drawdown Comparison
The maximum MFWTX drawdown since its inception was -33.14%, smaller than the maximum CAIBX drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for MFWTX and CAIBX.
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Volatility
MFWTX vs. CAIBX - Volatility Comparison
The current volatility for MFS Global Total Return Fund (MFWTX) is 1.98%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 2.33%. This indicates that MFWTX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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