FCEUX vs. MUHLX
Compare and contrast key facts about Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) and Muhlenkamp Fund (MUHLX).
FCEUX is managed by Franklin Templeton. It was launched on Aug 1, 2019. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Performance
FCEUX vs. MUHLX - Performance Comparison
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FCEUX vs. MUHLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCEUX Franklin U.S. Core Equity (IU) Fund Advisor | -4.21% | 18.76% | 31.47% | 22.29% | -14.71% | 31.00% | 19.13% | 7.05% |
MUHLX Muhlenkamp Fund | 9.11% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 6.81% |
Returns By Period
In the year-to-date period, FCEUX achieves a -4.21% return, which is significantly lower than MUHLX's 9.11% return.
FCEUX
- 1D
- 3.05%
- 1M
- -4.88%
- YTD
- -4.21%
- 6M
- -0.99%
- 1Y
- 18.86%
- 3Y*
- 19.67%
- 5Y*
- 13.49%
- 10Y*
- —
MUHLX
- 1D
- 2.42%
- 1M
- -5.65%
- YTD
- 9.11%
- 6M
- 10.37%
- 1Y
- 22.96%
- 3Y*
- 14.41%
- 5Y*
- 12.05%
- 10Y*
- 10.68%
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FCEUX vs. MUHLX - Expense Ratio Comparison
FCEUX has a 0.00% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Return for Risk
FCEUX vs. MUHLX — Risk / Return Rank
FCEUX
MUHLX
FCEUX vs. MUHLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) and Muhlenkamp Fund (MUHLX). 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.
| FCEUX | MUHLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.42 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.97 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.37 | -0.70 |
Martin ratioReturn relative to average drawdown | 8.22 | 8.57 | -0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCEUX | MUHLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.42 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.82 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.51 | +0.28 |
Correlation
The correlation between FCEUX and MUHLX is 0.76, 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.
Dividends
FCEUX vs. MUHLX - Dividend Comparison
FCEUX's dividend yield for the trailing twelve months is around 3.80%, more than MUHLX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCEUX Franklin U.S. Core Equity (IU) Fund Advisor | 3.80% | 3.64% | 8.90% | 1.45% | 8.08% | 8.52% | 2.20% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
MUHLX Muhlenkamp Fund | 3.06% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
Drawdowns
FCEUX vs. MUHLX - Drawdown Comparison
The maximum FCEUX drawdown since its inception was -33.57%, smaller than the maximum MUHLX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for FCEUX and MUHLX.
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Drawdown Indicators
| FCEUX | MUHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -62.05% | +28.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -10.23% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.03% | -18.63% | -4.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.85% | — |
Current DrawdownCurrent decline from peak | -5.69% | -5.65% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -10.81% | +5.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.83% | -0.39% |
Volatility
FCEUX vs. MUHLX - Volatility Comparison
The current volatility for Franklin U.S. Core Equity (IU) Fund Advisor (FCEUX) is 5.46%, while Muhlenkamp Fund (MUHLX) has a volatility of 6.01%. This indicates that FCEUX experiences smaller price fluctuations and is considered to be less risky than MUHLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCEUX | MUHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.46% | 6.01% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 12.06% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.84% | 16.85% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 14.77% | +1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.95% | 17.04% | +2.91% |