MWNIX vs. OPGIX
Compare and contrast key facts about MFS International New Discovery Fund (MWNIX) and Invesco Global Opportunities Fund Class A (OPGIX).
MWNIX is managed by MFS. It was launched on Oct 8, 1997. OPGIX is managed by Invesco. It was launched on Oct 22, 1990.
Performance
MWNIX vs. OPGIX - Performance Comparison
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MWNIX vs. OPGIX - 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% |
OPGIX Invesco Global Opportunities Fund Class A | -2.76% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Returns By Period
In the year-to-date period, MWNIX achieves a -4.10% return, which is significantly lower than OPGIX's -2.76% return. Both investments have delivered pretty close results over the past 10 years, with MWNIX having a 5.54% annualized return and OPGIX not far behind at 5.38%.
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%
OPGIX
- 1D
- -1.29%
- 1M
- -10.08%
- YTD
- -2.76%
- 6M
- -3.84%
- 1Y
- 11.97%
- 3Y*
- 0.49%
- 5Y*
- -8.12%
- 10Y*
- 5.38%
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MWNIX vs. OPGIX - Expense Ratio Comparison
MWNIX has a 1.03% expense ratio, which is lower than OPGIX's 1.04% expense ratio.
Return for Risk
MWNIX vs. OPGIX — Risk / Return Rank
MWNIX
OPGIX
MWNIX vs. OPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International New Discovery Fund (MWNIX) and Invesco Global Opportunities Fund Class A (OPGIX). 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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.66 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.08 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 0.17 | +0.46 |
Martin ratioReturn relative to average drawdown | 2.39 | 0.66 | +1.73 |
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 | OPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.66 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.37 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.24 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.47 | +0.10 |
Correlation
The correlation between MWNIX and OPGIX is 0.74, 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. OPGIX - Dividend Comparison
MWNIX's dividend yield for the trailing twelve months is around 3.38%, more than OPGIX's 0.11% 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% |
OPGIX Invesco Global Opportunities Fund Class A | 0.11% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
Drawdowns
MWNIX vs. OPGIX - Drawdown Comparison
The maximum MWNIX drawdown since its inception was -58.38%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for MWNIX and OPGIX.
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Drawdown Indicators
| MWNIX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.38% | -62.57% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -10.97% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.67% | -52.49% | +18.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -54.65% | +19.93% |
Current DrawdownCurrent decline from peak | -11.78% | -42.42% | +30.64% |
Average DrawdownAverage peak-to-trough decline | -9.61% | -15.63% | +6.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 4.32% | -1.23% |
Volatility
MWNIX vs. OPGIX - Volatility Comparison
The current volatility for MFS International New Discovery Fund (MWNIX) is 5.09%, while Invesco Global Opportunities Fund Class A (OPGIX) has a volatility of 6.40%. This indicates that MWNIX experiences smaller price fluctuations and is considered to be less risky than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWNIX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 6.40% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 12.53% | -4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 19.32% | -7.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.02% | 22.56% | -9.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.90% | 22.50% | -8.60% |