MGINX vs. SUWIX
Compare and contrast key facts about DWS Global Macro Fund (MGINX) and DWS Core Equity Fund Class I (SUWIX).
MGINX is managed by DWS. It was launched on May 14, 1995. SUWIX is an actively managed fund by DWS. It was launched on May 31, 1929.
Performance
MGINX vs. SUWIX - Performance Comparison
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MGINX vs. SUWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGINX DWS Global Macro Fund | 0.35% | 14.73% | 3.56% | 9.15% | -6.87% | 6.36% | 2.26% | 12.61% | 0.33% | 13.65% |
SUWIX DWS Core Equity Fund Class I | -4.73% | 16.32% | 20.06% | 25.57% | -15.62% | 25.53% | 16.13% | 35.69% | -6.03% | 21.55% |
Returns By Period
In the year-to-date period, MGINX achieves a 0.35% return, which is significantly higher than SUWIX's -4.73% return. Over the past 10 years, MGINX has underperformed SUWIX with an annualized return of 5.90%, while SUWIX has yielded a comparatively higher 13.51% annualized return.
MGINX
- 1D
- 1.61%
- 1M
- -4.70%
- YTD
- 0.35%
- 6M
- 2.57%
- 1Y
- 11.90%
- 3Y*
- 7.37%
- 5Y*
- 4.26%
- 10Y*
- 5.90%
SUWIX
- 1D
- 2.87%
- 1M
- -5.04%
- YTD
- -4.73%
- 6M
- -2.63%
- 1Y
- 16.82%
- 3Y*
- 16.14%
- 5Y*
- 10.67%
- 10Y*
- 13.51%
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MGINX vs. SUWIX - Expense Ratio Comparison
MGINX has a 0.79% expense ratio, which is higher than SUWIX's 0.58% expense ratio.
Return for Risk
MGINX vs. SUWIX — Risk / Return Rank
MGINX
SUWIX
MGINX vs. SUWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Global Macro Fund (MGINX) and DWS Core Equity Fund Class I (SUWIX). 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.
| MGINX | SUWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.95 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.48 | +0.67 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.21 | +0.52 |
Martin ratioReturn relative to average drawdown | 7.72 | 5.52 | +2.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MGINX | SUWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.95 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.63 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.74 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.54 | -0.07 |
Correlation
The correlation between MGINX and SUWIX is 0.74, 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.
Dividends
MGINX vs. SUWIX - Dividend Comparison
MGINX's dividend yield for the trailing twelve months is around 2.25%, less than SUWIX's 11.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGINX DWS Global Macro Fund | 2.25% | 1.82% | 2.15% | 2.88% | 4.76% | 1.20% | 0.81% | 3.23% | 6.82% | 0.00% | 0.00% | 0.00% |
SUWIX DWS Core Equity Fund Class I | 11.12% | 10.46% | 9.08% | 5.10% | 9.25% | 14.07% | 6.70% | 8.89% | 14.12% | 6.16% | 6.95% | 8.77% |
Drawdowns
MGINX vs. SUWIX - Drawdown Comparison
The maximum MGINX drawdown since its inception was -63.39%, which is greater than SUWIX's maximum drawdown of -55.10%. Use the drawdown chart below to compare losses from any high point for MGINX and SUWIX.
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Drawdown Indicators
| MGINX | SUWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.39% | -55.10% | -8.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.01% | -12.77% | +5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -12.16% | -22.78% | +10.62% |
Max Drawdown (10Y)Largest decline over 10 years | -15.12% | -35.09% | +19.97% |
Current DrawdownCurrent decline from peak | -5.25% | -6.82% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -6.66% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.57% | 2.79% | -1.22% |
Volatility
MGINX vs. SUWIX - Volatility Comparison
The current volatility for DWS Global Macro Fund (MGINX) is 3.52%, while DWS Core Equity Fund Class I (SUWIX) has a volatility of 5.04%. This indicates that MGINX experiences smaller price fluctuations and is considered to be less risky than SUWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGINX | SUWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 5.04% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.88% | 9.48% | -3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 18.37% | -10.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.67% | 17.07% | -10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.50% | 18.37% | -10.87% |