MWEBX vs. ARTKX
Compare and contrast key facts about MFS Global Equity Fund (MWEBX) and Artisan International Value Fund (ARTKX).
MWEBX is managed by MFS. It was launched on Dec 28, 1986. ARTKX is managed by Artisan Partners Funds. It was launched on Sep 23, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MWEBX or ARTKX.
Correlation
The correlation between MWEBX and ARTKX is 0.71, 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.
Performance
MWEBX vs. ARTKX - Performance Comparison
Key characteristics
MWEBX:
-0.30
ARTKX:
0.93
MWEBX:
-0.24
ARTKX:
1.34
MWEBX:
0.96
ARTKX:
1.18
MWEBX:
-0.15
ARTKX:
1.04
MWEBX:
-0.58
ARTKX:
3.07
MWEBX:
9.91%
ARTKX:
3.70%
MWEBX:
19.51%
ARTKX:
12.19%
MWEBX:
-51.36%
ARTKX:
-51.90%
MWEBX:
-31.22%
ARTKX:
-0.83%
Returns By Period
In the year-to-date period, MWEBX achieves a 2.52% return, which is significantly lower than ARTKX's 7.61% return. Over the past 10 years, MWEBX has underperformed ARTKX with an annualized return of 1.24%, while ARTKX has yielded a comparatively higher 7.80% annualized return.
MWEBX
2.52%
0.68%
-12.82%
-6.61%
1.13%
1.24%
ARTKX
7.61%
1.82%
4.32%
9.47%
16.72%
7.80%
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MWEBX vs. ARTKX - Expense Ratio Comparison
MWEBX has a 1.90% expense ratio, which is higher than ARTKX's 1.25% expense ratio.
Risk-Adjusted Performance
MWEBX vs. ARTKX — Risk-Adjusted Performance Rank
MWEBX
ARTKX
MWEBX vs. ARTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and Artisan International Value Fund (ARTKX). 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
MWEBX vs. ARTKX - Dividend Comparison
MWEBX's dividend yield for the trailing twelve months is around 13.90%, more than ARTKX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWEBX MFS Global Equity Fund | 13.90% | 14.25% | 8.83% | 9.68% | 5.33% | 2.09% | 1.46% | 5.42% | 2.19% | 0.85% | 1.25% | 1.12% |
ARTKX Artisan International Value Fund | 1.54% | 1.53% | 1.03% | 0.45% | 2.54% | 0.22% | 1.39% | 1.18% | 1.05% | 0.80% | 0.87% | 1.60% |
Drawdowns
MWEBX vs. ARTKX - Drawdown Comparison
The maximum MWEBX drawdown since its inception was -51.36%, roughly equal to the maximum ARTKX drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MWEBX and ARTKX. For additional features, visit the drawdowns tool.
Volatility
MWEBX vs. ARTKX - Volatility Comparison
MFS Global Equity Fund (MWEBX) has a higher volatility of 10.54% compared to Artisan International Value Fund (ARTKX) at 7.93%. This indicates that MWEBX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.