MWNIX vs. GISOX
Compare and contrast key facts about MFS International New Discovery Fund (MWNIX) and Grandeur Peak International Stalwarts Fund (GISOX).
MWNIX is managed by MFS. It was launched on Oct 8, 1997. GISOX is managed by Grandeur Peak Funds. It was launched on Aug 31, 2015.
Performance
MWNIX vs. GISOX - Performance Comparison
Loading graphics...
MWNIX vs. GISOX - 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% |
GISOX Grandeur Peak International Stalwarts Fund | -4.04% | 9.82% | -10.00% | 14.58% | -37.61% | 24.41% | 38.16% | 31.57% | -17.66% | 36.78% |
Returns By Period
The year-to-date returns for both investments are quite close, with MWNIX having a -4.10% return and GISOX slightly higher at -4.04%. Over the past 10 years, MWNIX has underperformed GISOX with an annualized return of 5.54%, while GISOX has yielded a comparatively higher 5.95% 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%
GISOX
- 1D
- -0.35%
- 1M
- -9.25%
- YTD
- -4.04%
- 6M
- -3.60%
- 1Y
- 10.46%
- 3Y*
- 1.48%
- 5Y*
- -3.52%
- 10Y*
- 5.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MWNIX vs. GISOX - Expense Ratio Comparison
MWNIX has a 1.03% expense ratio, which is lower than GISOX's 1.15% expense ratio.
Return for Risk
MWNIX vs. GISOX — Risk / Return Rank
MWNIX
GISOX
MWNIX vs. GISOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund (MWNIX) and Grandeur Peak International Stalwarts Fund (GISOX). 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 | GISOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.46 | +0.22 |
Sortino ratioReturn per unit of downside risk | 0.93 | 0.79 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 0.60 | +0.03 |
Martin ratioReturn relative to average drawdown | 2.39 | 1.50 | +0.90 |
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
| MWNIX | GISOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.46 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.18 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.32 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.33 | +0.23 |
Correlation
The correlation between MWNIX and GISOX is 0.85, 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. GISOX - Dividend Comparison
MWNIX's dividend yield for the trailing twelve months is around 3.38%, more than GISOX's 0.53% 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% |
GISOX Grandeur Peak International Stalwarts Fund | 0.53% | 0.50% | 0.45% | 0.54% | 0.10% | 8.61% | 0.21% | 0.14% | 2.76% | 1.38% | 0.29% | 0.00% |
Drawdowns
MWNIX vs. GISOX - Drawdown Comparison
The maximum MWNIX drawdown since its inception was -58.38%, which is greater than GISOX's maximum drawdown of -47.98%. Use the drawdown chart below to compare losses from any high point for MWNIX and GISOX.
Loading graphics...
Drawdown Indicators
| MWNIX | GISOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.38% | -47.98% | -10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -10.42% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -33.67% | -47.98% | +14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -47.98% | +13.26% |
Current DrawdownCurrent decline from peak | -11.78% | -34.86% | +23.08% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -17.40% | +7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 4.17% | -1.08% |
Volatility
MWNIX vs. GISOX - Volatility Comparison
The current volatility for MFS International New Discovery Fund (MWNIX) is 5.09%, while Grandeur Peak International Stalwarts Fund (GISOX) has a volatility of 7.57%. This indicates that MWNIX experiences smaller price fluctuations and is considered to be less risky than GISOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MWNIX | GISOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 7.57% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 11.70% | -3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 18.22% | -6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.02% | 19.77% | -6.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.90% | 18.59% | -4.69% |