MDISX vs. RERGX
Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992. RERGX is managed by American Funds.
Performance
MDISX vs. RERGX - Performance Comparison
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MDISX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDISX Franklin Mutual Global Discovery Fund | -4.27% | 23.75% | 6.38% | 20.48% | -4.73% | 19.60% | -4.38% | 24.74% | -10.86% | 7.22% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, MDISX achieves a -4.27% return, which is significantly higher than RERGX's -5.45% return. Over the past 10 years, MDISX has outperformed RERGX with an annualized return of 8.27%, while RERGX has yielded a comparatively lower 7.68% annualized return.
MDISX
- 1D
- 0.33%
- 1M
- -9.67%
- YTD
- -4.27%
- 6M
- -0.23%
- 1Y
- 9.11%
- 3Y*
- 12.91%
- 5Y*
- 9.45%
- 10Y*
- 8.27%
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
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MDISX vs. RERGX - Expense Ratio Comparison
MDISX has a 0.95% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
MDISX vs. RERGX — Risk / Return Rank
MDISX
RERGX
MDISX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
| MDISX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.10 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.90 | 1.52 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.27 | -0.62 |
Martin ratioReturn relative to average drawdown | 2.48 | 4.87 | -2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MDISX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.10 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.19 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.37 | +0.44 |
Correlation
The correlation between MDISX and RERGX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MDISX vs. RERGX - Dividend Comparison
MDISX's dividend yield for the trailing twelve months is around 11.02%, less than RERGX's 14.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDISX Franklin Mutual Global Discovery Fund | 11.02% | 10.55% | 12.84% | 7.12% | 10.29% | 8.75% | 3.50% | 7.21% | 7.50% | 2.97% | 4.13% | 7.77% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
MDISX vs. RERGX - Drawdown Comparison
The maximum MDISX drawdown since its inception was -40.15%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for MDISX and RERGX.
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Drawdown Indicators
| MDISX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.15% | -37.30% | -2.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -12.52% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -21.57% | -37.30% | +15.73% |
Max Drawdown (10Y)Largest decline over 10 years | -40.15% | -37.30% | -2.85% |
Current DrawdownCurrent decline from peak | -9.67% | -12.52% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -9.28% | +4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 3.25% | -0.13% |
Volatility
MDISX vs. RERGX - Volatility Comparison
The current volatility for Franklin Mutual Global Discovery Fund (MDISX) is 5.22%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 6.59%. This indicates that MDISX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDISX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 6.59% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.77% | 11.23% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.94% | 16.21% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.59% | 16.43% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.07% | 16.78% | +0.29% |