BEGRX vs. MUTHX
Compare and contrast key facts about Franklin Mutual Beacon Fund (BEGRX) and Franklin Mutual Shares Fund (MUTHX).
BEGRX is managed by Franklin Templeton. It was launched on Jun 28, 1962. MUTHX is managed by Franklin Templeton. It was launched on Jun 30, 1949.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEGRX or MUTHX.
Correlation
The correlation between BEGRX and MUTHX is 0.95, 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
BEGRX vs. MUTHX - Performance Comparison
Key characteristics
BEGRX:
0.75
MUTHX:
0.47
BEGRX:
1.07
MUTHX:
0.70
BEGRX:
1.14
MUTHX:
1.10
BEGRX:
0.61
MUTHX:
0.42
BEGRX:
2.49
MUTHX:
1.12
BEGRX:
3.37%
MUTHX:
5.30%
BEGRX:
11.16%
MUTHX:
12.52%
BEGRX:
-58.88%
MUTHX:
-80.46%
BEGRX:
-5.37%
MUTHX:
-8.90%
Returns By Period
In the year-to-date period, BEGRX achieves a 8.09% return, which is significantly higher than MUTHX's 5.21% return. Over the past 10 years, BEGRX has outperformed MUTHX with an annualized return of 1.96%, while MUTHX has yielded a comparatively lower 0.69% annualized return.
BEGRX
8.09%
2.58%
-0.39%
8.13%
5.02%
1.96%
MUTHX
5.21%
0.73%
-3.56%
5.41%
3.34%
0.69%
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BEGRX vs. MUTHX - Expense Ratio Comparison
BEGRX has a 0.77% expense ratio, which is higher than MUTHX's 0.75% expense ratio.
Risk-Adjusted Performance
BEGRX vs. MUTHX — Risk-Adjusted Performance Rank
BEGRX
MUTHX
BEGRX vs. MUTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Beacon Fund (BEGRX) and Franklin Mutual Shares Fund (MUTHX). 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
BEGRX vs. MUTHX - Dividend Comparison
BEGRX's dividend yield for the trailing twelve months is around 1.91%, less than MUTHX's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGRX Franklin Mutual Beacon Fund | 1.91% | 2.07% | 2.05% | 1.61% | 2.04% | 2.75% | 2.20% | 2.25% | 1.85% | 2.42% | 2.56% | 12.06% |
MUTHX Franklin Mutual Shares Fund | 1.96% | 2.07% | 2.05% | 1.63% | 3.47% | 2.07% | 2.59% | 2.18% | 2.37% | 2.27% | 2.27% | 3.32% |
Drawdowns
BEGRX vs. MUTHX - Drawdown Comparison
The maximum BEGRX drawdown since its inception was -58.88%, smaller than the maximum MUTHX drawdown of -80.46%. Use the drawdown chart below to compare losses from any high point for BEGRX and MUTHX. For additional features, visit the drawdowns tool.
Volatility
BEGRX vs. MUTHX - Volatility Comparison
Franklin Mutual Beacon Fund (BEGRX) and Franklin Mutual Shares Fund (MUTHX) have volatilities of 2.66% and 2.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.