MFWTX vs. MIGFX
Compare and contrast key facts about MFS Global Total Return Fund (MFWTX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX).
MFWTX is managed by MFS. It was launched on Sep 3, 1990. MIGFX is managed by MFS. It was launched on Jan 1, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFWTX or MIGFX.
Correlation
The correlation between MFWTX and MIGFX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFWTX vs. MIGFX - Performance Comparison
Key characteristics
MFWTX:
-0.28
MIGFX:
0.24
MFWTX:
-0.26
MIGFX:
0.39
MFWTX:
0.95
MIGFX:
1.06
MFWTX:
-0.17
MIGFX:
0.23
MFWTX:
-1.25
MIGFX:
1.66
MFWTX:
2.32%
MIGFX:
2.15%
MFWTX:
10.36%
MIGFX:
14.82%
MFWTX:
-31.49%
MIGFX:
-61.53%
MFWTX:
-17.40%
MIGFX:
-11.02%
Returns By Period
In the year-to-date period, MFWTX achieves a -3.99% return, which is significantly lower than MIGFX's 7.34% return. Over the past 10 years, MFWTX has underperformed MIGFX with an annualized return of 1.39%, while MIGFX has yielded a comparatively higher 5.99% annualized return.
MFWTX
-3.99%
-9.81%
-6.41%
-2.32%
-1.36%
1.39%
MIGFX
7.34%
-7.93%
-4.39%
5.03%
5.39%
5.99%
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MFWTX vs. MIGFX - Expense Ratio Comparison
MFWTX has a 1.09% expense ratio, which is higher than MIGFX's 0.70% expense ratio.
Risk-Adjusted Performance
MFWTX vs. MIGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Total Return Fund (MFWTX) and MFS Massachusetts Investors Growth Stock Fund (MIGFX). 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.
Dividends
MFWTX vs. MIGFX - Dividend Comparison
MFWTX's dividend yield for the trailing twelve months is around 1.15%, more than MIGFX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFWTX MFS Global Total Return Fund | 1.15% | 1.78% | 0.00% | 1.49% | 1.73% | 1.65% | 1.64% | 1.18% | 1.13% | 4.58% | 4.09% | 2.64% |
MIGFX MFS Massachusetts Investors Growth Stock Fund | 0.39% | 0.41% | 0.44% | 0.18% | 0.15% | 0.27% | 1.08% | 0.89% | 0.80% | 0.92% | 4.42% | 2.00% |
Drawdowns
MFWTX vs. MIGFX - Drawdown Comparison
The maximum MFWTX drawdown since its inception was -31.49%, smaller than the maximum MIGFX drawdown of -61.53%. Use the drawdown chart below to compare losses from any high point for MFWTX and MIGFX. For additional features, visit the drawdowns tool.
Volatility
MFWTX vs. MIGFX - Volatility Comparison
The current volatility for MFS Global Total Return Fund (MFWTX) is 7.97%, while MFS Massachusetts Investors Growth Stock Fund (MIGFX) has a volatility of 8.62%. This indicates that MFWTX experiences smaller price fluctuations and is considered to be less risky than MIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.