MGLBX vs. MACSX

In the year-to-date period, MGLBX achieves a 10.83% return, which is significantly higher than MACSX's 1.80% return. Over the past 10 years, MGLBX has outperformed MACSX with an annualized return of 7.69%, while MACSX has yielded a comparatively lower -0.74% annualized return.

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MGLBX has a 1.45% expense ratio, which is higher than MACSX's 1.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Global Fund (MGLBX) and Matthews Asian Growth and Income Fund (MACSX). 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 MGLBX Sharpe Ratio is 1.81, which is higher than the MACSX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of MGLBX and MACSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MGLBX has not paid dividends to shareholders, while MACSX's dividend yield for the trailing twelve months is around 3.45%.

The maximum MGLBX drawdown since its inception was -59.43%, which is greater than MACSX's maximum drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for MGLBX and MACSX. For additional features, visit the drawdowns tool.

Marsico Global Fund (MGLBX) has a higher volatility of 5.98% compared to Matthews Asian Growth and Income Fund (MACSX) at 3.02%. This indicates that MGLBX's price experiences larger fluctuations and is considered to be riskier than MACSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.