OGIIX vs. MFWIX
Compare and contrast key facts about Invesco Global Opportunities Fund Class R6 (OGIIX) and MFS Global Total Return Fund Class I (MFWIX).
OGIIX is managed by Invesco. It was launched on Jan 27, 2012. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
OGIIX vs. MFWIX - Performance Comparison
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OGIIX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGIIX Invesco Global Opportunities Fund Class R6 | -2.68% | 7.52% | -7.11% | 17.76% | -41.39% | 0.37% | 40.35% | 28.27% | -17.93% | 53.25% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, OGIIX achieves a -2.68% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, OGIIX has underperformed MFWIX with an annualized return of 5.79%, while MFWIX has yielded a comparatively higher 6.19% annualized return.
OGIIX
- 1D
- -1.31%
- 1M
- -10.05%
- YTD
- -2.68%
- 6M
- -3.66%
- 1Y
- 12.40%
- 3Y*
- 0.87%
- 5Y*
- -7.77%
- 10Y*
- 5.79%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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OGIIX vs. MFWIX - Expense Ratio Comparison
OGIIX has a 0.73% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
OGIIX vs. MFWIX — Risk / Return Rank
OGIIX
MFWIX
OGIIX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Opportunities Fund Class R6 (OGIIX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| OGIIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.29 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.77 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.59 | -1.40 |
Martin ratioReturn relative to average drawdown | 0.76 | 6.26 | -5.49 |
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
| OGIIX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.29 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.35 | 0.52 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.65 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.71 | -0.36 |
Correlation
The correlation between OGIIX and MFWIX is 0.72, 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
OGIIX vs. MFWIX - Dividend Comparison
OGIIX's dividend yield for the trailing twelve months is around 0.50%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIIX Invesco Global Opportunities Fund Class R6 | 0.50% | 0.49% | 0.44% | 0.00% | 0.00% | 5.09% | 8.65% | 5.99% | 10.64% | 2.28% | 8.22% | 1.07% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
OGIIX vs. MFWIX - Drawdown Comparison
The maximum OGIIX drawdown since its inception was -54.36%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for OGIIX and MFWIX.
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Drawdown Indicators
| OGIIX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.36% | -33.01% | -21.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -6.85% | -4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -52.29% | -20.22% | -32.07% |
Max Drawdown (10Y)Largest decline over 10 years | -54.36% | -23.36% | -31.00% |
Current DrawdownCurrent decline from peak | -41.31% | -6.50% | -34.81% |
Average DrawdownAverage peak-to-trough decline | -17.50% | -3.83% | -13.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 1.74% | +2.58% |
Volatility
OGIIX vs. MFWIX - Volatility Comparison
Invesco Global Opportunities Fund Class R6 (OGIIX) has a higher volatility of 6.41% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that OGIIX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGIIX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 3.04% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 5.25% | +7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 8.85% | +10.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 9.09% | +13.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 9.60% | +12.87% |