FRVLX vs. MLAAX

In the year-to-date period, FRVLX achieves a -0.91% return, which is significantly lower than MLAAX's 1.26% return. Over the past 10 years, FRVLX has outperformed MLAAX with an annualized return of 1.25%, while MLAAX has yielded a comparatively lower -0.28% annualized return.

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FRVLX has a 1.00% expense ratio, which is higher than MLAAX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Value Fund (FRVLX) and MainStay Winslow Large Cap Growth Fund (MLAAX). 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.

The current FRVLX Sharpe Ratio is 0.28, which is comparable to the MLAAX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of FRVLX and MLAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FRVLX nor MLAAX has paid dividends to shareholders.

The maximum FRVLX drawdown since its inception was -61.82%, which is greater than MLAAX's maximum drawdown of -55.55%. Use the drawdown chart below to compare losses from any high point for FRVLX and MLAAX. For additional features, visit the drawdowns tool.

Franklin Small Cap Value Fund (FRVLX) has a higher volatility of 7.13% compared to MainStay Winslow Large Cap Growth Fund (MLAAX) at 5.81%. This indicates that FRVLX's price experiences larger fluctuations and is considered to be riskier than MLAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.