MUTHX vs. BEGRX
Compare and contrast key facts about Franklin Mutual Shares Fund (MUTHX) and Franklin Mutual Beacon Fund (BEGRX).
MUTHX is managed by Franklin Templeton. It was launched on Jun 30, 1949. BEGRX is managed by Franklin Templeton. It was launched on Jun 28, 1962.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUTHX or BEGRX.
Correlation
The correlation between MUTHX and BEGRX is 0.93, 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
MUTHX vs. BEGRX - Performance Comparison
Key characteristics
MUTHX:
0.45
BEGRX:
0.59
MUTHX:
0.66
BEGRX:
0.85
MUTHX:
1.09
BEGRX:
1.11
MUTHX:
0.11
BEGRX:
0.44
MUTHX:
1.23
BEGRX:
2.06
MUTHX:
4.58%
BEGRX:
3.22%
MUTHX:
12.55%
BEGRX:
11.24%
MUTHX:
-84.42%
BEGRX:
-58.88%
MUTHX:
-49.32%
BEGRX:
-8.36%
Returns By Period
In the year-to-date period, MUTHX achieves a 3.69% return, which is significantly lower than BEGRX's 4.67% return. Over the past 10 years, MUTHX has underperformed BEGRX with an annualized return of 0.84%, while BEGRX has yielded a comparatively higher 2.00% annualized return.
MUTHX
3.69%
3.69%
0.40%
5.71%
1.44%
0.84%
BEGRX
4.67%
4.67%
2.18%
6.50%
2.77%
2.00%
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MUTHX vs. BEGRX - Expense Ratio Comparison
MUTHX has a 0.75% expense ratio, which is lower than BEGRX's 0.77% expense ratio.
Risk-Adjusted Performance
MUTHX vs. BEGRX — Risk-Adjusted Performance Rank
MUTHX
BEGRX
MUTHX vs. BEGRX - Risk-Adjusted Performance Comparison
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.
Dividends
MUTHX vs. BEGRX - Dividend Comparison
MUTHX's dividend yield for the trailing twelve months is around 1.99%, more than BEGRX's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUTHX Franklin Mutual Shares Fund | 1.99% | 2.07% | 2.05% | 1.63% | 3.47% | 2.07% | 2.59% | 2.18% | 2.37% | 2.27% | 2.27% | 5.93% |
BEGRX Franklin Mutual Beacon Fund | 1.97% | 2.07% | 2.05% | 1.61% | 2.04% | 2.75% | 2.20% | 2.25% | 1.85% | 2.42% | 2.56% | 12.06% |
Drawdowns
MUTHX vs. BEGRX - Drawdown Comparison
The maximum MUTHX drawdown since its inception was -84.42%, which is greater than BEGRX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for MUTHX and BEGRX. For additional features, visit the drawdowns tool.
Volatility
MUTHX vs. BEGRX - Volatility Comparison
The current volatility for Franklin Mutual Shares Fund (MUTHX) is 2.91%, while Franklin Mutual Beacon Fund (BEGRX) has a volatility of 3.25%. This indicates that MUTHX experiences smaller price fluctuations and is considered to be less risky than BEGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.