OPPAX vs. MFWIX
Compare and contrast key facts about Invesco Global Fund (OPPAX) and MFS Global Total Return Fund Class I (MFWIX).
OPPAX is managed by Invesco. It was launched on Dec 21, 1969. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
OPPAX vs. MFWIX - Performance Comparison
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OPPAX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | -9.72% | 15.20% | 16.16% | 34.18% | -32.18% | 15.23% | 27.64% | 31.58% | -13.65% | 36.25% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 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, OPPAX achieves a -9.72% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, OPPAX has outperformed MFWIX with an annualized return of 10.39%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
OPPAX
- 1D
- 4.19%
- 1M
- -5.95%
- YTD
- -9.72%
- 6M
- -6.68%
- 1Y
- 9.88%
- 3Y*
- 12.51%
- 5Y*
- 4.20%
- 10Y*
- 10.39%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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OPPAX vs. MFWIX - Expense Ratio Comparison
OPPAX has a 1.04% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
OPPAX vs. MFWIX — Risk / Return Rank
OPPAX
MFWIX
OPPAX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Fund (OPPAX) 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.
| OPPAX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 1.44 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.99 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.28 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.05 | 1.89 | -1.83 |
Martin ratioReturn relative to average drawdown | 0.18 | 7.31 | -7.12 |
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
| OPPAX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 1.44 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.54 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.66 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.71 | -0.23 |
Correlation
The correlation between OPPAX and MFWIX is 0.81, 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
OPPAX vs. MFWIX - Dividend Comparison
OPPAX's dividend yield for the trailing twelve months is around 27.46%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPPAX Invesco Global Fund | 27.46% | 24.79% | 11.93% | 10.72% | 14.18% | 7.18% | 5.72% | 1.35% | 12.92% | 5.92% | 0.69% | 5.17% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
OPPAX vs. MFWIX - Drawdown Comparison
The maximum OPPAX drawdown since its inception was -60.39%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for OPPAX and MFWIX.
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Drawdown Indicators
| OPPAX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.39% | -33.01% | -27.38% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.85% | -9.41% |
Max Drawdown (5Y)Largest decline over 5 years | -41.90% | -20.22% | -21.68% |
Max Drawdown (10Y)Largest decline over 10 years | -41.90% | -23.36% | -18.54% |
Current DrawdownCurrent decline from peak | -12.75% | -5.18% | -7.57% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -3.83% | -11.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 1.77% | +3.77% |
Volatility
OPPAX vs. MFWIX - Volatility Comparison
Invesco Global Fund (OPPAX) has a higher volatility of 7.56% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that OPPAX'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
| OPPAX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 3.44% | +4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 5.43% | +7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 8.94% | +12.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.19% | 9.11% | +12.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.63% | 9.61% | +11.02% |