MIEIX vs. WCMIX

In the year-to-date period, MIEIX achieves a 12.06% return, which is significantly lower than WCMIX's 14.34% return. Over the past 10 years, MIEIX has underperformed WCMIX with an annualized return of 6.52%, while WCMIX has yielded a comparatively higher 7.00% annualized return.

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MIEIX has a 0.68% expense ratio, which is lower than WCMIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS International Equity Fund Class R6 (MIEIX) and WCM Focused International Growth Fund (WCMIX). 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 MIEIX Sharpe Ratio is 0.69, which is higher than the WCMIX Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of MIEIX and WCMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MIEIX's dividend yield for the trailing twelve months is around 1.31%, more than WCMIX's 0.24% yield.

The maximum MIEIX drawdown since its inception was -50.56%, which is greater than WCMIX's maximum drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for MIEIX and WCMIX. For additional features, visit the drawdowns tool.

The current volatility for MFS International Equity Fund Class R6 (MIEIX) is 3.59%, while WCM Focused International Growth Fund (WCMIX) has a volatility of 4.74%. This indicates that MIEIX experiences smaller price fluctuations and is considered to be less risky than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.