MGRAX vs. MDISX
Compare and contrast key facts about MFS International Growth Fund (MGRAX) and Franklin Mutual Global Discovery Fund (MDISX).
MGRAX is managed by MFS. It was launched on Oct 23, 1995. MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MGRAX or MDISX.
Correlation
The correlation between MGRAX and MDISX is 0.76, 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
MGRAX vs. MDISX - Performance Comparison
Key characteristics
MGRAX:
0.49
MDISX:
-0.40
MGRAX:
0.74
MDISX:
-0.40
MGRAX:
1.10
MDISX:
0.93
MGRAX:
0.40
MDISX:
-0.38
MGRAX:
1.51
MDISX:
-1.50
MGRAX:
4.24%
MDISX:
3.64%
MGRAX:
12.97%
MDISX:
13.50%
MGRAX:
-53.93%
MDISX:
-42.14%
MGRAX:
-12.05%
MDISX:
-13.38%
Returns By Period
In the year-to-date period, MGRAX achieves a 0.61% return, which is significantly lower than MDISX's 0.70% return. Over the past 10 years, MGRAX has outperformed MDISX with an annualized return of 5.91%, while MDISX has yielded a comparatively lower 0.73% annualized return.
MGRAX
0.61%
-7.96%
-3.84%
7.06%
3.11%
5.91%
MDISX
0.70%
-12.45%
-8.92%
-4.75%
0.30%
0.73%
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MGRAX vs. MDISX - Expense Ratio Comparison
MGRAX has a 1.06% expense ratio, which is higher than MDISX's 0.95% expense ratio.
Risk-Adjusted Performance
MGRAX vs. MDISX — Risk-Adjusted Performance Rank
MGRAX
MDISX
MGRAX vs. MDISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and Franklin Mutual Global Discovery Fund (MDISX). 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. MDISX - Dividend Comparison
MGRAX's dividend yield for the trailing twelve months is around 1.31%, more than MDISX's 0.13% yield.
| 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% |
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% |
Drawdowns
MGRAX vs. MDISX - Drawdown Comparison
The maximum MGRAX drawdown since its inception was -53.93%, which is greater than MDISX's maximum drawdown of -42.14%. Use the drawdown chart below to compare losses from any high point for MGRAX and MDISX. For additional features, visit the drawdowns tool.
Volatility
MGRAX vs. MDISX - Volatility Comparison
The current volatility for MFS International Growth Fund (MGRAX) is 5.46%, while Franklin Mutual Global Discovery Fund (MDISX) has a volatility of 9.56%. This indicates that MGRAX experiences smaller price fluctuations and is considered to be less risky than MDISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.