Correlation
The correlation between FNGAX and MGRAX is 0.71, 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.
FNGAX vs. MGRAX
Compare and contrast key facts about Franklin International Growth Fund Class A (FNGAX) and MFS International Growth Fund (MGRAX).
FNGAX is managed by Franklin Templeton. It was launched on Jun 3, 2008. MGRAX is managed by MFS. It was launched on Oct 23, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNGAX or MGRAX.
Performance
FNGAX vs. MGRAX - Performance Comparison
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Key characteristics
FNGAX:
0.40
MGRAX:
1.10
FNGAX:
0.60
MGRAX:
1.43
FNGAX:
1.08
MGRAX:
1.19
FNGAX:
0.18
MGRAX:
1.09
FNGAX:
1.20
MGRAX:
3.38
FNGAX:
5.53%
MGRAX:
4.29%
FNGAX:
20.32%
MGRAX:
14.69%
FNGAX:
-47.24%
MGRAX:
-54.87%
FNGAX:
-21.47%
MGRAX:
-0.54%
Returns By Period
In the year-to-date period, FNGAX achieves a 9.89% return, which is significantly lower than MGRAX's 12.36% return. Over the past 10 years, FNGAX has underperformed MGRAX with an annualized return of 5.55%, while MGRAX has yielded a comparatively higher 7.94% annualized return.
FNGAX
9.89%
6.41%
4.38%
8.12%
5.25%
2.86%
5.55%
MGRAX
12.36%
3.93%
10.04%
16.10%
11.16%
10.44%
7.94%
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FNGAX vs. MGRAX - Expense Ratio Comparison
FNGAX has a 1.12% expense ratio, which is higher than MGRAX's 1.06% expense ratio.
Risk-Adjusted Performance
FNGAX vs. MGRAX — Risk-Adjusted Performance Rank
FNGAX
MGRAX
FNGAX vs. MGRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Growth Fund Class A (FNGAX) and MFS International Growth Fund (MGRAX). 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.
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Dividends
FNGAX vs. MGRAX - Dividend Comparison
FNGAX's dividend yield for the trailing twelve months is around 1.79%, less than MGRAX's 5.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNGAX Franklin International Growth Fund Class A | 1.79% | 1.86% | 0.00% | 1.75% | 1.80% | 2.22% | 0.13% | 1.94% | 1.31% | 0.53% | 0.01% | 0.97% |
MGRAX MFS International Growth Fund | 5.33% | 5.99% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% | 2.26% |
Drawdowns
FNGAX vs. MGRAX - Drawdown Comparison
The maximum FNGAX drawdown since its inception was -47.24%, smaller than the maximum MGRAX drawdown of -54.87%. Use the drawdown chart below to compare losses from any high point for FNGAX and MGRAX.
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Volatility
FNGAX vs. MGRAX - Volatility Comparison
Franklin International Growth Fund Class A (FNGAX) has a higher volatility of 4.24% compared to MFS International Growth Fund (MGRAX) at 2.78%. This indicates that FNGAX's price experiences larger fluctuations and is considered to be riskier than MGRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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