MFWTX vs. SGENX

In the year-to-date period, MFWTX achieves a 4.52% return, which is significantly lower than SGENX's 8.46% return. Over the past 10 years, MFWTX has underperformed SGENX with an annualized return of 1.86%, while SGENX has yielded a comparatively higher 3.87% annualized return.

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MFWTX has a 1.09% expense ratio, which is lower than SGENX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Total Return Fund (MFWTX) and First Eagle Global Fund Class A (SGENX). 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 -0.07, which is lower than the SGENX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of MFWTX and SGENX, 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 8.43%, more than SGENX's 2.20% yield.

The maximum MFWTX drawdown since its inception was -31.49%, smaller than the maximum SGENX drawdown of -45.72%. Use the drawdown chart below to compare losses from any high point for MFWTX and SGENX. For additional features, visit the drawdowns tool.