MEURX vs. FRDPX
Compare and contrast key facts about Franklin Mutual European Fund (MEURX) and Franklin Rising Dividends Fund (FRDPX).
MEURX is managed by Franklin Templeton. It was launched on Jul 2, 1996. FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987.
Performance
MEURX vs. FRDPX - Performance Comparison
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MEURX vs. FRDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEURX Franklin Mutual European Fund | -1.07% | 39.96% | 3.67% | 16.68% | -0.68% | 16.48% | -6.22% | 22.28% | -11.13% | 10.45% |
FRDPX Franklin Rising Dividends Fund | -2.58% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
Returns By Period
In the year-to-date period, MEURX achieves a -1.07% return, which is significantly higher than FRDPX's -2.58% return. Over the past 10 years, MEURX has underperformed FRDPX with an annualized return of 9.16%, while FRDPX has yielded a comparatively higher 10.76% annualized return.
MEURX
- 1D
- 2.27%
- 1M
- -6.03%
- YTD
- -1.07%
- 6M
- 3.67%
- 1Y
- 20.96%
- 3Y*
- 17.00%
- 5Y*
- 12.22%
- 10Y*
- 9.16%
FRDPX
- 1D
- 2.10%
- 1M
- -5.11%
- YTD
- -2.58%
- 6M
- -1.99%
- 1Y
- 10.60%
- 3Y*
- 9.38%
- 5Y*
- 7.87%
- 10Y*
- 10.76%
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MEURX vs. FRDPX - Expense Ratio Comparison
MEURX has a 1.00% expense ratio, which is higher than FRDPX's 0.85% expense ratio.
Return for Risk
MEURX vs. FRDPX — Risk / Return Rank
MEURX
FRDPX
MEURX vs. FRDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual European Fund (MEURX) and Franklin Rising Dividends Fund (FRDPX). 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.
| MEURX | FRDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 0.70 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.14 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.12 | +0.42 |
Martin ratioReturn relative to average drawdown | 6.49 | 5.15 | +1.34 |
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
| MEURX | FRDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.70 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.51 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.63 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.60 | +0.04 |
Correlation
The correlation between MEURX and FRDPX is 0.57, 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.
Dividends
MEURX vs. FRDPX - Dividend Comparison
MEURX's dividend yield for the trailing twelve months is around 3.12%, less than FRDPX's 10.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEURX Franklin Mutual European Fund | 3.12% | 3.09% | 3.06% | 2.25% | 3.31% | 3.52% | 2.36% | 2.71% | 4.07% | 1.31% | 3.70% | 5.72% |
FRDPX Franklin Rising Dividends Fund | 10.52% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
Drawdowns
MEURX vs. FRDPX - Drawdown Comparison
The maximum MEURX drawdown since its inception was -43.16%, smaller than the maximum FRDPX drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for MEURX and FRDPX.
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Drawdown Indicators
| MEURX | FRDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.16% | -51.57% | +8.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -10.54% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -21.07% | +0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.10% | -34.89% | -6.21% |
Current DrawdownCurrent decline from peak | -8.01% | -5.15% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -7.67% | -5.84% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.29% | +0.73% |
Volatility
MEURX vs. FRDPX - Volatility Comparison
Franklin Mutual European Fund (MEURX) has a higher volatility of 6.95% compared to Franklin Rising Dividends Fund (FRDPX) at 4.22%. This indicates that MEURX's price experiences larger fluctuations and is considered to be riskier than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEURX | FRDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.95% | 4.22% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 7.78% | +2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 15.33% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 15.39% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 17.17% | +0.14% |