TEMGX vs. MFWIX
Compare and contrast key facts about Templeton Global Smaller Companies Fund (TEMGX) and MFS Global Total Return Fund Class I (MFWIX).
TEMGX is managed by Franklin Templeton. It was launched on May 31, 1981. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
TEMGX vs. MFWIX - Performance Comparison
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TEMGX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMGX Templeton Global Smaller Companies Fund | -5.26% | 5.43% | 3.42% | 16.62% | -24.00% | 15.06% | 13.23% | 24.50% | -18.10% | 24.94% |
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, TEMGX achieves a -5.26% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, TEMGX has underperformed MFWIX with an annualized return of 5.14%, while MFWIX has yielded a comparatively higher 6.19% annualized return.
TEMGX
- 1D
- -0.33%
- 1M
- -11.68%
- YTD
- -5.26%
- 6M
- -5.53%
- 1Y
- 6.67%
- 3Y*
- 3.91%
- 5Y*
- -0.90%
- 10Y*
- 5.14%
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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TEMGX vs. MFWIX - Expense Ratio Comparison
TEMGX has a 1.31% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
TEMGX vs. MFWIX — Risk / Return Rank
TEMGX
MFWIX
TEMGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Smaller Companies Fund (TEMGX) 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.
| TEMGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.29 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.77 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.59 | -1.26 |
Martin ratioReturn relative to average drawdown | 1.08 | 6.26 | -5.18 |
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
| TEMGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.29 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.52 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.65 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.71 | -0.27 |
Correlation
The correlation between TEMGX and MFWIX is 0.76, 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
TEMGX vs. MFWIX - Dividend Comparison
TEMGX's dividend yield for the trailing twelve months is around 4.95%, less than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMGX Templeton Global Smaller Companies Fund | 4.95% | 4.69% | 2.98% | 1.09% | 3.14% | 10.66% | 2.58% | 2.16% | 9.12% | 3.65% | 0.33% | 0.21% |
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
TEMGX vs. MFWIX - Drawdown Comparison
The maximum TEMGX drawdown since its inception was -68.70%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for TEMGX and MFWIX.
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Drawdown Indicators
| TEMGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.70% | -33.01% | -35.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -6.85% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -36.20% | -20.22% | -15.98% |
Max Drawdown (10Y)Largest decline over 10 years | -41.61% | -23.36% | -18.25% |
Current DrawdownCurrent decline from peak | -12.71% | -6.50% | -6.21% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -3.83% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 1.74% | +2.24% |
Volatility
TEMGX vs. MFWIX - Volatility Comparison
Templeton Global Smaller Companies Fund (TEMGX) has a higher volatility of 5.47% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that TEMGX'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
| TEMGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 3.04% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 5.25% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 8.85% | +8.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 9.09% | +8.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 9.60% | +7.63% |