Correlation
The correlation between MDISX and MGRAX is 0.63, 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. MGRAX
Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and MFS International Growth Fund (MGRAX).
MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992. 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: MDISX or MGRAX.
Performance
MDISX vs. MGRAX - Performance Comparison
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Key characteristics
MDISX:
0.76
MGRAX:
1.10
MDISX:
1.03
MGRAX:
1.43
MDISX:
1.15
MGRAX:
1.19
MDISX:
0.81
MGRAX:
1.09
MDISX:
3.57
MGRAX:
3.38
MDISX:
2.93%
MGRAX:
4.29%
MDISX:
14.82%
MGRAX:
14.69%
MDISX:
-40.15%
MGRAX:
-54.87%
MDISX:
-0.88%
MGRAX:
-0.54%
Returns By Period
In the year-to-date period, MDISX achieves a 10.07% return, which is significantly lower than MGRAX's 12.36% return. Over the past 10 years, MDISX has underperformed MGRAX with an annualized return of 6.66%, while MGRAX has yielded a comparatively higher 7.94% annualized return.
MDISX
10.07%
3.61%
5.23%
11.14%
9.84%
14.24%
6.66%
MGRAX
12.36%
3.93%
10.04%
16.10%
11.16%
10.44%
7.94%
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MDISX vs. MGRAX - Expense Ratio Comparison
MDISX has a 0.95% expense ratio, which is lower than MGRAX's 1.06% expense ratio.
Risk-Adjusted Performance
MDISX vs. MGRAX — Risk-Adjusted Performance Rank
MDISX
MGRAX
MDISX vs. MGRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) 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
MDISX vs. MGRAX - Dividend Comparison
MDISX's dividend yield for the trailing twelve months is around 10.45%, more than MGRAX's 5.33% 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% |
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
MDISX vs. MGRAX - Drawdown Comparison
The maximum MDISX drawdown since its inception was -40.15%, smaller than the maximum MGRAX drawdown of -54.87%. Use the drawdown chart below to compare losses from any high point for MDISX and MGRAX.
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Volatility
MDISX vs. MGRAX - Volatility Comparison
Franklin Mutual Global Discovery Fund (MDISX) has a higher volatility of 3.51% compared to MFS International Growth Fund (MGRAX) at 2.78%. This indicates that MDISX'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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