MWNIX vs. FTISX
Compare and contrast key facts about MFS International New Discovery Fund (MWNIX) and Fidelity Advisor International Small Cap Fund Class M (FTISX).
MWNIX is managed by MFS. It was launched on Oct 8, 1997. FTISX is managed by Fidelity. It was launched on May 27, 2003.
Performance
MWNIX vs. FTISX - Performance Comparison
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MWNIX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWNIX MFS International New Discovery Fund | -4.10% | 16.88% | 0.90% | 13.03% | -18.63% | 5.06% | 9.98% | 22.85% | -10.41% | 30.67% |
FTISX Fidelity Advisor International Small Cap Fund Class M | -2.63% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Returns By Period
In the year-to-date period, MWNIX achieves a -4.10% return, which is significantly lower than FTISX's -2.63% return. Over the past 10 years, MWNIX has underperformed FTISX with an annualized return of 5.54%, while FTISX has yielded a comparatively higher 7.47% annualized return.
MWNIX
- 1D
- -0.25%
- 1M
- -11.78%
- YTD
- -4.10%
- 6M
- -4.89%
- 1Y
- 9.37%
- 3Y*
- 6.45%
- 5Y*
- 1.70%
- 10Y*
- 5.54%
FTISX
- 1D
- -0.31%
- 1M
- -10.44%
- YTD
- -2.63%
- 6M
- -1.07%
- 1Y
- 15.28%
- 3Y*
- 9.69%
- 5Y*
- 4.52%
- 10Y*
- 7.47%
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MWNIX vs. FTISX - Expense Ratio Comparison
MWNIX has a 1.03% expense ratio, which is lower than FTISX's 1.57% expense ratio.
Return for Risk
MWNIX vs. FTISX — Risk / Return Rank
MWNIX
FTISX
MWNIX vs. FTISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund (MWNIX) and Fidelity Advisor International Small Cap Fund Class M (FTISX). 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.
| MWNIX | FTISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.05 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.41 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.21 | -0.58 |
Martin ratioReturn relative to average drawdown | 2.39 | 4.40 | -2.01 |
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
| MWNIX | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.05 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.34 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.54 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.11 |
Correlation
The correlation between MWNIX and FTISX is 0.89, 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
MWNIX vs. FTISX - Dividend Comparison
MWNIX's dividend yield for the trailing twelve months is around 3.38%, which matches FTISX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWNIX MFS International New Discovery Fund | 3.38% | 3.24% | 7.61% | 4.05% | 5.68% | 5.06% | 3.90% | 2.67% | 6.68% | 1.63% | 1.09% | 1.12% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.35% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Drawdowns
MWNIX vs. FTISX - Drawdown Comparison
The maximum MWNIX drawdown since its inception was -58.38%, roughly equal to the maximum FTISX drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for MWNIX and FTISX.
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Drawdown Indicators
| MWNIX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.38% | -61.12% | +2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -10.75% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -33.67% | -31.45% | -2.22% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -39.55% | +4.83% |
Current DrawdownCurrent decline from peak | -11.78% | -10.44% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -11.05% | +1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.95% | +0.14% |
Volatility
MWNIX vs. FTISX - Volatility Comparison
The current volatility for MFS International New Discovery Fund (MWNIX) is 5.09%, while Fidelity Advisor International Small Cap Fund Class M (FTISX) has a volatility of 5.70%. This indicates that MWNIX experiences smaller price fluctuations and is considered to be less risky than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWNIX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 5.70% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 8.67% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 13.29% | -1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.02% | 13.36% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.90% | 13.92% | -0.02% |