MWEBX vs. CSUAX
Compare and contrast key facts about MFS Global Equity Fund (MWEBX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
MWEBX is managed by MFS. It was launched on Dec 28, 1986. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
MWEBX vs. CSUAX - Performance Comparison
Loading graphics...
MWEBX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWEBX MFS Global Equity Fund | -10.65% | 12.70% | 22.16% | 13.48% | -18.53% | 16.15% | 13.03% | 29.23% | -10.51% | 22.63% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, MWEBX achieves a -10.65% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, MWEBX has outperformed CSUAX with an annualized return of 8.27%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
MWEBX
- 1D
- 0.43%
- 1M
- -10.96%
- YTD
- -10.65%
- 6M
- -7.84%
- 1Y
- -0.43%
- 3Y*
- 9.28%
- 5Y*
- 4.99%
- 10Y*
- 8.27%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MWEBX vs. CSUAX - Expense Ratio Comparison
MWEBX has a 1.90% expense ratio, which is higher than CSUAX's 1.22% expense ratio.
Return for Risk
MWEBX vs. CSUAX — Risk / Return Rank
MWEBX
CSUAX
MWEBX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| MWEBX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.63 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.04 | 2.17 | -2.13 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.32 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.36 | -2.51 |
Martin ratioReturn relative to average drawdown | -0.59 | 10.32 | -10.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MWEBX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.63 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.61 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.50 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.55 | -0.04 |
Correlation
The correlation between MWEBX and CSUAX is 0.73, 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
MWEBX vs. CSUAX - Dividend Comparison
MWEBX's dividend yield for the trailing twelve months is around 27.01%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWEBX MFS Global Equity Fund | 27.01% | 24.13% | 28.50% | 8.83% | 9.68% | 5.33% | 2.09% | 1.46% | 5.42% | 2.16% | 0.85% | 1.19% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
MWEBX vs. CSUAX - Drawdown Comparison
The maximum MWEBX drawdown since its inception was -52.31%, roughly equal to the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for MWEBX and CSUAX.
Loading graphics...
Drawdown Indicators
| MWEBX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.31% | -52.20% | -0.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -7.98% | -5.45% |
Max Drawdown (5Y)Largest decline over 5 years | -28.70% | -20.45% | -8.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -35.05% | +1.14% |
Current DrawdownCurrent decline from peak | -13.06% | -4.38% | -8.68% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -8.49% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 1.83% | +1.63% |
Volatility
MWEBX vs. CSUAX - Volatility Comparison
MFS Global Equity Fund (MWEBX) has a higher volatility of 4.54% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that MWEBX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MWEBX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 3.26% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 6.89% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 11.48% | +3.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 12.89% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 14.89% | +2.21% |