MGRAX vs. FRVLX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and Franklin Small Cap Value Fund (FRVLX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. FRVLX is managed by Franklin Templeton. It was launched on Mar 11, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRAX or FRVLX.
Correlation
The correlation between MGRAX and FRVLX is 0.61, 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.
Performance
MGRAX vs. FRVLX - Performance Comparison
Key characteristics
MGRAX:
0.49
FRVLX:
0.28
MGRAX:
0.74
FRVLX:
0.53
MGRAX:
1.10
FRVLX:
1.07
MGRAX:
0.40
FRVLX:
0.28
MGRAX:
1.51
FRVLX:
1.18
MGRAX:
4.24%
FRVLX:
4.68%
MGRAX:
12.97%
FRVLX:
19.96%
MGRAX:
-53.93%
FRVLX:
-61.82%
MGRAX:
-12.05%
FRVLX:
-15.62%
Returns By Period
In the year-to-date period, MGRAX achieves a 0.61% return, which is significantly higher than FRVLX's -0.91% return. Over the past 10 years, MGRAX has outperformed FRVLX with an annualized return of 5.91%, while FRVLX has yielded a comparatively lower 1.25% annualized return.
MGRAX
0.61%
-7.96%
-3.84%
7.06%
3.11%
5.91%
FRVLX
-0.91%
-13.49%
1.00%
6.63%
3.44%
1.25%
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MGRAX vs. FRVLX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than FRVLX's 1.00% expense ratio.
Risk-Adjusted Performance
MGRAX vs. FRVLX — Risk-Adjusted Performance Rank
MGRAX
FRVLX
MGRAX vs. FRVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and Franklin Small Cap Value Fund (FRVLX). 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
MGRAX vs. FRVLX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 1.31%, while FRVLX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGRAX MFS International Growth Fund | 1.31% | 1.32% | 1.19% | 0.86% | 0.73% | 0.56% | 0.94% | 0.98% | 0.69% | 1.01% | 1.00% | 3.58% |
FRVLX Franklin Small Cap Value Fund | 0.00% | 0.00% | 0.85% | 0.40% | 0.59% | 0.70% | 1.19% | 1.06% | 0.75% | 0.23% | 0.64% | 0.22% |
Drawdowns
MGRAX vs. FRVLX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -53.93%, smaller than the maximum FRVLX drawdown of -61.82%. Use the drawdown chart below to compare losses from any high point for MGRAX and FRVLX. For additional features, visit the drawdowns tool.
Volatility
MGRAX vs. FRVLX - Volatility Comparison
The current volatility for MFS International Growth Fund (MGRAX) is 5.46%, while Franklin Small Cap Value Fund (FRVLX) has a volatility of 7.13%. This indicates that MGRAX experiences smaller price fluctuations and is considered to be less risky than FRVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.