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MFWTX vs. CAIBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MFWTX vs. CAIBX

Last updated May 12, 2025

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.

Correlation

The correlation between MFWTX and CAIBX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

MFWTX vs. CAIBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Global Total Return Fund (MFWTX) and American Funds Capital Income Builder Class A (CAIBX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MFWTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CAIBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

MFWTX
MFS Global Total Return Fund
CAIBX
American Funds Capital Income Builder Class A

Risk-Adjusted Performance

MFWTX vs. CAIBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MFWTX
The Risk-Adjusted Performance Rank of MFWTX is 2020
Overall Rank
The Sharpe Ratio Rank of MFWTX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of MFWTX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of MFWTX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of MFWTX is 2121
Calmar Ratio Rank
The Martin Ratio Rank of MFWTX is 2121
Martin Ratio Rank
CAIBX
The Risk-Adjusted Performance Rank of CAIBX is 8888
Overall Rank
The Sharpe Ratio Rank of CAIBX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of CAIBX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CAIBX is 8787
Omega Ratio Rank
The Calmar Ratio Rank of CAIBX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of CAIBX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 has not paid dividends to shareholders, while CAIBX's dividend yield for the trailing twelve months is around 3.20%.

TTM20242023202220212020201920182017201620152014
MFWTX
MFS Global Total Return Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CAIBX
American Funds Capital Income Builder Class A		3.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MFWTX vs. CAIBX - Drawdown Comparison

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Volatility

MFWTX vs. CAIBX - Volatility Comparison

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