MUTHX vs. BEGRX

In the year-to-date period, MUTHX achieves a 2.29% return, which is significantly lower than BEGRX's 8.46% return. Over the past 10 years, MUTHX has outperformed BEGRX with an annualized return of 5.64%, while BEGRX has yielded a comparatively lower 1.85% annualized return.

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MUTHX has a 0.75% expense ratio, which is lower than BEGRX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Shares Fund (MUTHX) and Franklin Mutual Beacon Fund (BEGRX). 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.

The current MUTHX Sharpe Ratio is 0.50, which is higher than the BEGRX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of MUTHX and BEGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MUTHX's dividend yield for the trailing twelve months is around 2.02%, more than BEGRX's 1.90% yield.

The maximum MUTHX drawdown since its inception was -84.39%, which is greater than BEGRX's maximum drawdown of -77.03%. Use the drawdown chart below to compare losses from any high point for MUTHX and BEGRX. For additional features, visit the drawdowns tool.

Franklin Mutual Shares Fund (MUTHX) and Franklin Mutual Beacon Fund (BEGRX) have volatilities of 4.57% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.