MTCIX vs. FRVLX
Compare and contrast key facts about MFS Technology Fund (MTCIX) and Franklin Small Cap Value Fund (FRVLX).
MTCIX is managed by MFS. It was launched on Jan 1, 1997. 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: MTCIX or FRVLX.
Correlation
The correlation between MTCIX and FRVLX is 0.69, 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
MTCIX vs. FRVLX - Performance Comparison
Key characteristics
MTCIX:
0.47
FRVLX:
0.32
MTCIX:
0.72
FRVLX:
0.59
MTCIX:
1.11
FRVLX:
1.07
MTCIX:
0.45
FRVLX:
0.35
MTCIX:
1.69
FRVLX:
1.03
MTCIX:
6.77%
FRVLX:
6.14%
MTCIX:
24.55%
FRVLX:
19.68%
MTCIX:
-81.20%
FRVLX:
-61.82%
MTCIX:
-15.46%
FRVLX:
-13.85%
Returns By Period
In the year-to-date period, MTCIX achieves a 1.08% return, which is significantly higher than FRVLX's 0.30% return. Over the past 10 years, MTCIX has outperformed FRVLX with an annualized return of 10.94%, while FRVLX has yielded a comparatively lower 1.03% annualized return.
MTCIX
1.08%
-4.16%
-1.98%
8.55%
6.11%
10.94%
FRVLX
0.30%
-3.17%
-5.64%
5.47%
4.60%
1.03%
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MTCIX vs. FRVLX - Expense Ratio Comparison
MTCIX has a 0.88% expense ratio, which is lower than FRVLX's 1.00% expense ratio.
Risk-Adjusted Performance
MTCIX vs. FRVLX — Risk-Adjusted Performance Rank
MTCIX
FRVLX
MTCIX vs. FRVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) 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
MTCIX vs. FRVLX - Dividend Comparison
MTCIX has not paid dividends to shareholders, while FRVLX's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 3.62% | 3.31% |
FRVLX Franklin Small Cap Value Fund | 0.90% | 0.90% | 0.85% | 0.40% | 0.59% | 0.70% | 1.19% | 1.06% | 0.75% | 0.23% | 0.64% | 0.22% |
Drawdowns
MTCIX vs. FRVLX - Drawdown Comparison
The maximum MTCIX drawdown since its inception was -81.20%, which is greater than FRVLX's maximum drawdown of -61.82%. Use the drawdown chart below to compare losses from any high point for MTCIX and FRVLX. For additional features, visit the drawdowns tool.
Volatility
MTCIX vs. FRVLX - Volatility Comparison
MFS Technology Fund (MTCIX) has a higher volatility of 6.16% compared to Franklin Small Cap Value Fund (FRVLX) at 5.05%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than FRVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.