WCMIX vs. MIEIX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and MFS International Equity Fund Class R6 (MIEIX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. MIEIX is managed by MFS. It was launched on Jan 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCMIX or MIEIX.
Correlation
The correlation between WCMIX and MIEIX is 0.87, 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.
Performance
WCMIX vs. MIEIX - Performance Comparison
Key characteristics
WCMIX:
-0.17
MIEIX:
0.36
WCMIX:
-0.10
MIEIX:
0.57
WCMIX:
0.99
MIEIX:
1.07
WCMIX:
-0.12
MIEIX:
0.42
WCMIX:
-0.70
MIEIX:
1.24
WCMIX:
4.35%
MIEIX:
3.46%
WCMIX:
18.03%
MIEIX:
11.88%
WCMIX:
-42.39%
MIEIX:
-50.56%
WCMIX:
-25.97%
MIEIX:
-9.74%
Returns By Period
In the year-to-date period, WCMIX achieves a -3.16% return, which is significantly lower than MIEIX's 3.25% return. Both investments have delivered pretty close results over the past 10 years, with WCMIX having a 6.65% annualized return and MIEIX not far ahead at 6.91%.
WCMIX
-3.16%
-14.17%
-12.40%
-2.78%
3.12%
6.65%
MIEIX
3.25%
-1.82%
-2.49%
4.29%
6.04%
6.91%
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WCMIX vs. MIEIX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is higher than MIEIX's 0.68% expense ratio.
Risk-Adjusted Performance
WCMIX vs. MIEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and MFS International Equity Fund Class R6 (MIEIX). 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.
Dividends
WCMIX vs. MIEIX - Dividend Comparison
Neither WCMIX nor MIEIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.22% | 0.38% | 0.45% | 0.51% | 0.32% | 0.23% | 0.27% |
MIEIX MFS International Equity Fund Class R6 | 0.00% | 1.67% | 0.86% | 2.06% | 0.79% | 2.26% | 1.48% | 1.85% | 1.78% | 1.65% | 4.89% | 3.04% |
Drawdowns
WCMIX vs. MIEIX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -42.39%, smaller than the maximum MIEIX drawdown of -50.56%. Use the drawdown chart below to compare losses from any high point for WCMIX and MIEIX. For additional features, visit the drawdowns tool.
Volatility
WCMIX vs. MIEIX - Volatility Comparison
WCM Focused International Growth Fund (WCMIX) has a higher volatility of 11.63% compared to MFS International Equity Fund Class R6 (MIEIX) at 3.64%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.