MWEBX vs. FGIAX
Compare and contrast key facts about MFS Global Equity Fund (MWEBX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
MWEBX is managed by MFS. It was launched on Dec 28, 1986. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
MWEBX vs. FGIAX - Performance Comparison
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MWEBX vs. FGIAX - 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, MWEBX achieves a -10.65% return, which is significantly lower than FGIAX's 9.53% return. Over the past 10 years, MWEBX has underperformed FGIAX with an annualized return of 8.27%, while FGIAX has yielded a comparatively higher 8.70% 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%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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MWEBX vs. FGIAX - Expense Ratio Comparison
MWEBX has a 1.90% expense ratio, which is higher than FGIAX's 1.21% expense ratio.
Return for Risk
MWEBX vs. FGIAX — Risk / Return Rank
MWEBX
FGIAX
MWEBX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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 | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.75 | -1.80 |
Sortino ratioReturn per unit of downside risk | 0.04 | 2.26 | -2.22 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.35 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.61 | -2.76 |
Martin ratioReturn relative to average drawdown | -0.59 | 12.12 | -12.71 |
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
| MWEBX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.75 | -1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.80 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.58 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.42 | +0.09 |
Correlation
The correlation between MWEBX and FGIAX is 0.80, 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. FGIAX - Dividend Comparison
MWEBX's dividend yield for the trailing twelve months is around 27.01%, more than FGIAX's 9.12% 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% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
MWEBX vs. FGIAX - Drawdown Comparison
The maximum MWEBX drawdown since its inception was -52.31%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for MWEBX and FGIAX.
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Drawdown Indicators
| MWEBX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.31% | -49.35% | -2.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -8.29% | -5.14% |
Max Drawdown (5Y)Largest decline over 5 years | -28.70% | -21.08% | -7.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -38.02% | +4.11% |
Current DrawdownCurrent decline from peak | -13.06% | -3.78% | -9.28% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -7.22% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 1.78% | +1.68% |
Volatility
MWEBX vs. FGIAX - Volatility Comparison
MFS Global Equity Fund (MWEBX) has a higher volatility of 4.54% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that MWEBX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWEBX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.05% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.69% | 7.09% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 12.28% | +2.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.90% | 13.08% | +3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 15.17% | +1.93% |