Franklin Mutual Global Discovery Fund (MDISX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MDISX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MDISX
MDISX charges 0.95% annually. There are 113 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | MDISX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MDISX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MDISX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MDISX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | MDISX vs UCEQX |
Best Risk-Adjusted Alternatives to MDISX
MDISX has a PortfoliosLab risk / return rank of 15. There are 199 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | MDISX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | MDISX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | MDISX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | MDISX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | MDISX vs JGYIX |
Top Performing MDISX Alternatives (YTD)
MDISX is at 0.41% YTD. There are 224 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | MDISX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | MDISX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | MDISX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | MDISX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | MDISX vs FIQOX |
Lowest Volatility Alternatives to MDISX
MDISX has 12.06% 1-year volatility. There are 47 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | MDISX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | MDISX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | MDISX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | MDISX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | MDISX vs SGMAX |
Lowest Drawdown Alternatives to MDISX
MDISX has a 1-year max drawdown of -10.09%. There are 96 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MDISX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MDISX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MDISX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MDISX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | MDISX vs SVTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 19 | 10.18% | — | Jan 1968 | MDISX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | MDISX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | MDISX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | MDISX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | MDISX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | MDISX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | MDISX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | MDISX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | MDISX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 4.32% | — | Mar 1970 | MDISX vs SHAPX |
Often Compared With MDISX
Investors most often compare MDISX with IDVO, VTIAX, MGRAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MDISX with Any Fund or Stock
Compare MDISX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDISX with funds that move differently
Franklin Mutual Global Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDISX.
Explore MDISX Diversifiers