MWEBX vs. VTSNX

In the year-to-date period, MWEBX achieves a 6.23% return, which is significantly lower than VTSNX's 13.63% return. Over the past 10 years, MWEBX has underperformed VTSNX with an annualized return of 1.42%, while VTSNX has yielded a comparatively higher 5.36% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MWEBX has a 1.90% expense ratio, which is higher than VTSNX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and Vanguard Total International Stock Index Fund Institutional Shares (VTSNX). 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 MWEBX Sharpe Ratio is -0.42, which is lower than the VTSNX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MWEBX and VTSNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MWEBX has not paid dividends to shareholders, while VTSNX's dividend yield for the trailing twelve months is around 2.91%.

The maximum MWEBX drawdown since its inception was -51.36%, which is greater than VTSNX's maximum drawdown of -35.78%. Use the drawdown chart below to compare losses from any high point for MWEBX and VTSNX. For additional features, visit the drawdowns tool.

MFS Global Equity Fund (MWEBX) has a higher volatility of 3.33% compared to Vanguard Total International Stock Index Fund Institutional Shares (VTSNX) at 2.68%. This indicates that MWEBX's price experiences larger fluctuations and is considered to be riskier than VTSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.