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.
Key characteristics
| WCMIX | MIEIX | |
|---|---|---|
| YTD Return | 13.84% | 9.81% |
| 1Y Return | 24.52% | 18.37% |
| 3Y Return (Ann) | -2.28% | 4.86% |
| 5Y Return (Ann) | 9.90% | 9.17% |
| 10Y Return (Ann) | 9.67% | 7.36% |
| Sharpe Ratio | 1.64 | 1.59 |
| Daily Std Dev | 14.62% | 11.51% |
| Max Drawdown | -39.69% | -50.56% |
| Current Drawdown | -8.17% | -1.74% |
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
In the year-to-date period, WCMIX achieves a 13.84% return, which is significantly higher than MIEIX's 9.81% return. Over the past 10 years, WCMIX has outperformed MIEIX with an annualized return of 9.67%, while MIEIX has yielded a comparatively lower 7.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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
WCMIX's dividend yield for the trailing twelve months is around 0.57%, less than MIEIX's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 0.57% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% | 0.54% | 0.94% |
MIEIX MFS International Equity Fund Class R6 | 1.52% | 1.67% | 1.26% | 5.40% | 1.00% | 3.12% | 1.63% | 1.85% | 1.78% | 1.71% | 4.89% | 3.04% |
Drawdowns
WCMIX vs. MIEIX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, 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 4.19% compared to MFS International Equity Fund Class R6 (MIEIX) at 3.34%. 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.