FRVLX vs. MGRAX
Compare and contrast key facts about Franklin Small Cap Value Fund (FRVLX) and MFS International Growth Fund (MGRAX).
FRVLX is managed by Franklin Templeton. It was launched on Mar 11, 1996. 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: FRVLX or MGRAX.
Correlation
The correlation between FRVLX and MGRAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FRVLX vs. MGRAX - Performance Comparison
Key characteristics
FRVLX:
-0.23
MGRAX:
0.58
FRVLX:
-0.11
MGRAX:
0.93
FRVLX:
0.99
MGRAX:
1.13
FRVLX:
-0.16
MGRAX:
0.56
FRVLX:
-0.43
MGRAX:
1.55
FRVLX:
11.45%
MGRAX:
6.22%
FRVLX:
24.80%
MGRAX:
15.54%
FRVLX:
-61.82%
MGRAX:
-53.93%
FRVLX:
-20.65%
MGRAX:
-4.43%
Returns By Period
In the year-to-date period, FRVLX achieves a -7.61% return, which is significantly lower than MGRAX's 9.32% return. Over the past 10 years, FRVLX has underperformed MGRAX with an annualized return of 0.08%, while MGRAX has yielded a comparatively higher 5.63% annualized return.
FRVLX
-7.61%
14.15%
-18.49%
-5.60%
7.93%
0.08%
MGRAX
9.32%
15.26%
-0.20%
8.91%
7.71%
5.63%
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FRVLX vs. MGRAX - Expense Ratio Comparison
FRVLX has a 1.00% expense ratio, which is lower than MGRAX's 1.06% expense ratio.
Risk-Adjusted Performance
FRVLX vs. MGRAX — Risk-Adjusted Performance Rank
FRVLX
MGRAX
FRVLX vs. MGRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Value Fund (FRVLX) 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.
Dividends
FRVLX vs. MGRAX - Dividend Comparison
FRVLX's dividend yield for the trailing twelve months is around 0.98%, less than MGRAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRVLX Franklin Small Cap Value Fund | 0.98% | 0.90% | 0.85% | 0.40% | 0.59% | 0.70% | 1.19% | 1.06% | 0.75% | 0.23% | 0.64% | 0.22% |
MGRAX MFS International Growth Fund | 1.20% | 1.32% | 1.19% | 0.86% | 0.73% | 0.56% | 0.94% | 0.98% | 0.69% | 1.01% | 1.00% | 3.58% |
Drawdowns
FRVLX vs. MGRAX - Drawdown Comparison
The maximum FRVLX drawdown since its inception was -61.82%, which is greater than MGRAX's maximum drawdown of -53.93%. Use the drawdown chart below to compare losses from any high point for FRVLX and MGRAX. For additional features, visit the drawdowns tool.
Volatility
FRVLX vs. MGRAX - Volatility Comparison
Franklin Small Cap Value Fund (FRVLX) has a higher volatility of 10.95% compared to MFS International Growth Fund (MGRAX) at 5.13%. This indicates that FRVLX'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.