MQIFX vs. FXAIX
Compare and contrast key facts about Franklin Mutual Quest Fund (MQIFX) and Fidelity 500 Index Fund (FXAIX).
MQIFX is managed by Franklin Templeton. It was launched on Sep 25, 1980. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MQIFX or FXAIX.
Correlation
The correlation between MQIFX and FXAIX is 0.80, 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
MQIFX vs. FXAIX - Performance Comparison
Key characteristics
MQIFX:
1.55
FXAIX:
1.81
MQIFX:
2.19
FXAIX:
2.44
MQIFX:
1.27
FXAIX:
1.33
MQIFX:
2.63
FXAIX:
2.76
MQIFX:
7.58
FXAIX:
11.43
MQIFX:
1.83%
FXAIX:
2.04%
MQIFX:
8.96%
FXAIX:
12.86%
MQIFX:
-61.20%
FXAIX:
-33.79%
MQIFX:
-0.07%
FXAIX:
-1.48%
Returns By Period
In the year-to-date period, MQIFX achieves a 4.52% return, which is significantly higher than FXAIX's 2.55% return. Over the past 10 years, MQIFX has underperformed FXAIX with an annualized return of 3.20%, while FXAIX has yielded a comparatively higher 13.15% annualized return.
MQIFX
4.52%
3.86%
7.62%
13.42%
4.65%
3.20%
FXAIX
2.55%
1.89%
13.50%
22.21%
14.42%
13.15%
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MQIFX vs. FXAIX - Expense Ratio Comparison
MQIFX has a 0.78% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
MQIFX vs. FXAIX — Risk-Adjusted Performance Rank
MQIFX
FXAIX
MQIFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Quest Fund (MQIFX) and Fidelity 500 Index Fund (FXAIX). 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
MQIFX vs. FXAIX - Dividend Comparison
MQIFX's dividend yield for the trailing twelve months is around 4.88%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MQIFX Franklin Mutual Quest Fund | 4.88% | 5.10% | 4.60% | 3.80% | 2.59% | 3.66% | 3.52% | 4.49% | 3.94% | 6.50% | 4.72% | 20.99% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
MQIFX vs. FXAIX - Drawdown Comparison
The maximum MQIFX drawdown since its inception was -61.20%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MQIFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
MQIFX vs. FXAIX - Volatility Comparison
The current volatility for Franklin Mutual Quest Fund (MQIFX) is 2.66%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.85%. This indicates that MQIFX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.