Correlation
The correlation between MDISX and GCOW is 0.69, 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.
MDISX vs. GCOW
Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and Pacer Global Cash Cows Dividend ETF (GCOW).
MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992. GCOW is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Global Cash Cows Dividends Index. It was launched on Feb 23, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDISX or GCOW.
Performance
MDISX vs. GCOW - Performance Comparison
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Key characteristics
MDISX:
0.76
GCOW:
0.94
MDISX:
1.03
GCOW:
1.24
MDISX:
1.15
GCOW:
1.17
MDISX:
0.81
GCOW:
0.97
MDISX:
3.57
GCOW:
3.33
MDISX:
2.93%
GCOW:
3.59%
MDISX:
14.82%
GCOW:
13.76%
MDISX:
-40.15%
GCOW:
-37.64%
MDISX:
-0.88%
GCOW:
-0.24%
Returns By Period
In the year-to-date period, MDISX achieves a 10.07% return, which is significantly lower than GCOW's 11.78% return.
MDISX
10.07%
3.95%
5.23%
9.72%
9.84%
14.24%
6.66%
GCOW
11.78%
2.70%
7.51%
11.20%
8.02%
13.57%
N/A
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MDISX vs. GCOW - Expense Ratio Comparison
MDISX has a 0.95% expense ratio, which is higher than GCOW's 0.60% expense ratio.
Risk-Adjusted Performance
MDISX vs. GCOW — Risk-Adjusted Performance Rank
MDISX
GCOW
MDISX vs. GCOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) and Pacer Global Cash Cows Dividend ETF (GCOW). 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
MDISX vs. GCOW - Dividend Comparison
MDISX's dividend yield for the trailing twelve months is around 10.45%, more than GCOW's 3.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDISX Franklin Mutual Global Discovery Fund | 10.45% | 11.50% | 7.13% | 10.29% | 8.75% | 3.50% | 7.20% | 7.50% | 5.42% | 6.33% | 9.53% | 6.61% |
GCOW Pacer Global Cash Cows Dividend ETF | 3.86% | 5.14% | 5.28% | 4.39% | 4.23% | 4.12% | 4.40% | 3.94% | 2.79% | 1.95% | 0.00% | 0.00% |
Drawdowns
MDISX vs. GCOW - Drawdown Comparison
The maximum MDISX drawdown since its inception was -40.15%, which is greater than GCOW's maximum drawdown of -37.64%. Use the drawdown chart below to compare losses from any high point for MDISX and GCOW.
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Volatility
MDISX vs. GCOW - Volatility Comparison
Franklin Mutual Global Discovery Fund (MDISX) has a higher volatility of 3.51% compared to Pacer Global Cash Cows Dividend ETF (GCOW) at 2.90%. This indicates that MDISX's price experiences larger fluctuations and is considered to be riskier than GCOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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