FRVLX vs. MTCIX

In the year-to-date period, FRVLX achieves a -5.91% return, which is significantly lower than MTCIX's -2.15% return. Over the past 10 years, FRVLX has underperformed MTCIX with an annualized return of 7.24%, while MTCIX has yielded a comparatively higher 17.03% annualized return.

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FRVLX has a 1.00% expense ratio, which is higher than MTCIX's 0.88% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Value Fund (FRVLX) and MFS Technology Fund (MTCIX). 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 0.08, which is lower than the MTCIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FRVLX and MTCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FRVLX's dividend yield for the trailing twelve months is around 7.35%, less than MTCIX's 13.68% yield.

The maximum FRVLX drawdown since its inception was -60.27%, smaller than the maximum MTCIX drawdown of -81.20%. Use the drawdown chart below to compare losses from any high point for FRVLX and MTCIX.

Franklin Small Cap Value Fund (FRVLX) has a higher volatility of 6.83% compared to MFS Technology Fund (MTCIX) at 6.31%. This indicates that FRVLX's price experiences larger fluctuations and is considered to be riskier than MTCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.