NDVIX vs. SMCWX

In the year-to-date period, NDVIX achieves a -5.88% return, which is significantly lower than SMCWX's 1.48% return. Over the past 10 years, NDVIX has outperformed SMCWX with an annualized return of 8.82%, while SMCWX has yielded a comparatively lower 6.63% annualized return.

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NDVIX has a 0.93% expense ratio, which is lower than SMCWX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS New Discovery Value Fund (NDVIX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 NDVIX Sharpe Ratio is 0.16, which is comparable to the SMCWX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of NDVIX and SMCWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NDVIX's dividend yield for the trailing twelve months is around 6.98%, more than SMCWX's 0.59% yield.

The maximum NDVIX drawdown since its inception was -44.03%, smaller than the maximum SMCWX drawdown of -61.91%. Use the drawdown chart below to compare losses from any high point for NDVIX and SMCWX.

MFS New Discovery Value Fund (NDVIX) has a higher volatility of 6.01% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 4.31%. This indicates that NDVIX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.