MDISX vs. VTIAX
Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDISX or VTIAX.
Correlation
The correlation between MDISX and VTIAX is 0.85, 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.
Performance
MDISX vs. VTIAX - Performance Comparison
Key characteristics
MDISX:
-0.40
VTIAX:
0.55
MDISX:
-0.40
VTIAX:
0.83
MDISX:
0.93
VTIAX:
1.10
MDISX:
-0.38
VTIAX:
0.68
MDISX:
-1.50
VTIAX:
1.96
MDISX:
3.64%
VTIAX:
3.37%
MDISX:
13.50%
VTIAX:
11.96%
MDISX:
-42.14%
VTIAX:
-35.82%
MDISX:
-13.38%
VTIAX:
-7.72%
Returns By Period
In the year-to-date period, MDISX achieves a 0.70% return, which is significantly higher than VTIAX's 0.44% return. Over the past 10 years, MDISX has underperformed VTIAX with an annualized return of 0.73%, while VTIAX has yielded a comparatively higher 5.26% annualized return.
MDISX
0.70%
-12.45%
-8.92%
-4.75%
0.30%
0.73%
VTIAX
0.44%
-3.72%
-2.41%
7.50%
4.29%
5.26%
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MDISX vs. VTIAX - Expense Ratio Comparison
MDISX has a 0.95% expense ratio, which is higher than VTIAX's 0.11% expense ratio.
Risk-Adjusted Performance
MDISX vs. VTIAX — Risk-Adjusted Performance Rank
MDISX
VTIAX
MDISX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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.
Dividends
MDISX vs. VTIAX - Dividend Comparison
MDISX's dividend yield for the trailing twelve months is around 0.13%, less than VTIAX's 3.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDISX Franklin Mutual Global Discovery Fund | 0.13% | 0.13% | 1.62% | 2.08% | 2.58% | 2.90% | 2.23% | 2.39% | 2.45% | 2.20% | 1.88% | 8.48% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.31% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
Drawdowns
MDISX vs. VTIAX - Drawdown Comparison
The maximum MDISX drawdown since its inception was -42.14%, which is greater than VTIAX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for MDISX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
MDISX vs. VTIAX - Volatility Comparison
Franklin Mutual Global Discovery Fund (MDISX) has a higher volatility of 9.56% compared to Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) at 2.80%. This indicates that MDISX's price experiences larger fluctuations and is considered to be riskier than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.