MUTHX vs. PMAIX
Compare and contrast key facts about Franklin Mutual Shares Fund (MUTHX) and Pioneer Multi-Asset Income Fund A (PMAIX).
MUTHX is managed by Franklin Templeton. It was launched on Jun 30, 1949. PMAIX is managed by Amundi. It was launched on Dec 22, 2011.
Performance
MUTHX vs. PMAIX - Performance Comparison
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MUTHX vs. PMAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUTHX Franklin Mutual Shares Fund | -2.24% | 11.83% | 12.42% | 13.86% | -7.11% | 19.27% | -4.34% | 23.20% | -9.06% | 8.39% |
PMAIX Pioneer Multi-Asset Income Fund A | 1.34% | 23.03% | 6.09% | 7.32% | -0.79% | 12.00% | 5.35% | 10.88% | -6.10% | 17.97% |
Returns By Period
In the year-to-date period, MUTHX achieves a -2.24% return, which is significantly lower than PMAIX's 1.34% return. Over the past 10 years, MUTHX has underperformed PMAIX with an annualized return of 7.24%, while PMAIX has yielded a comparatively higher 8.51% annualized return.
MUTHX
- 1D
- 1.81%
- 1M
- -6.40%
- YTD
- -2.24%
- 6M
- 1.29%
- 1Y
- 6.63%
- 3Y*
- 11.69%
- 5Y*
- 6.79%
- 10Y*
- 7.24%
PMAIX
- 1D
- 0.54%
- 1M
- -2.74%
- YTD
- 1.34%
- 6M
- 4.36%
- 1Y
- 17.30%
- 3Y*
- 12.04%
- 5Y*
- 7.98%
- 10Y*
- 8.51%
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MUTHX vs. PMAIX - Expense Ratio Comparison
MUTHX has a 0.75% expense ratio, which is lower than PMAIX's 0.85% expense ratio.
Return for Risk
MUTHX vs. PMAIX — Risk / Return Rank
MUTHX
PMAIX
MUTHX vs. PMAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Shares Fund (MUTHX) and Pioneer Multi-Asset Income Fund A (PMAIX). 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.
| MUTHX | PMAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 2.43 | -2.01 |
Sortino ratioReturn per unit of downside risk | 0.69 | 3.08 | -2.38 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.52 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.50 | -1.92 |
Martin ratioReturn relative to average drawdown | 2.19 | 11.66 | -9.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MUTHX | PMAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 2.43 | -2.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 1.11 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 1.13 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.12 | -0.54 |
Correlation
The correlation between MUTHX and PMAIX is 0.71, 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.
Dividends
MUTHX vs. PMAIX - Dividend Comparison
MUTHX's dividend yield for the trailing twelve months is around 7.75%, more than PMAIX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUTHX Franklin Mutual Shares Fund | 7.75% | 7.58% | 10.40% | 5.92% | 9.67% | 11.31% | 3.74% | 8.08% | 7.33% | 6.79% | 3.74% | 7.00% |
PMAIX Pioneer Multi-Asset Income Fund A | 5.79% | 6.29% | 5.30% | 5.14% | 4.53% | 5.50% | 5.39% | 5.78% | 5.83% | 6.69% | 5.53% | 5.92% |
Drawdowns
MUTHX vs. PMAIX - Drawdown Comparison
The maximum MUTHX drawdown since its inception was -53.53%, which is greater than PMAIX's maximum drawdown of -24.12%. Use the drawdown chart below to compare losses from any high point for MUTHX and PMAIX.
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Drawdown Indicators
| MUTHX | PMAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.53% | -24.12% | -29.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -7.06% | -5.46% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | -13.97% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -39.45% | -24.12% | -15.33% |
Current DrawdownCurrent decline from peak | -7.46% | -3.10% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -6.53% | -2.69% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 1.52% | +1.83% |
Volatility
MUTHX vs. PMAIX - Volatility Comparison
Franklin Mutual Shares Fund (MUTHX) has a higher volatility of 4.55% compared to Pioneer Multi-Asset Income Fund A (PMAIX) at 2.29%. This indicates that MUTHX's price experiences larger fluctuations and is considered to be riskier than PMAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUTHX | PMAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 2.29% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 4.18% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 7.19% | +8.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.61% | 7.20% | +8.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.89% | 7.58% | +9.31% |