WCMIX vs. MIEIX

In the year-to-date period, WCMIX achieves a 17.92% return, which is significantly higher than MIEIX's 14.02% return. Over the past 10 years, WCMIX has outperformed MIEIX with an annualized return of 7.36%, while MIEIX has yielded a comparatively lower 6.76% annualized return.

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WCMIX has a 1.04% expense ratio, which is higher than MIEIX's 0.68% expense ratio.

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.

The current WCMIX Sharpe Ratio is 0.08, which is lower than the MIEIX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of WCMIX and MIEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WCMIX's dividend yield for the trailing twelve months is around 0.23%, less than MIEIX's 1.29% yield.

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.

WCM Focused International Growth Fund (WCMIX) has a higher volatility of 3.87% compared to MFS International Equity Fund Class R6 (MIEIX) at 2.96%. 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.