FRANKLIN MUTUAL Competition
| TEDIX Fund | USD 30.03 -0.59 -1.93% |
FRANKLIN MUTUAL vs AB SELECT Correlation Summary
Very weak diversification
TEDIX currently posts a 0.58 correlation with ASCLX, indicating a Very weak diversification relationship for the active sample. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.
Moving together with FRANKLIN Mutual Fund
The mean reversion principle applied to FRANKLIN MUTUAL's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
FRANKLIN MUTUAL Competition Correlation Matrix
Correlation analysis between Franklin Mutual Global and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. The business currently sits in the World Large-Stock Value sector and the Large Value industry. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.
| 0.93 | 0.9 | 0.81 | 0.95 | 0.22 | BXDCX | ||
| 0.93 | 0.88 | 0.84 | 0.92 | 0.16 | CDICX | ||
| 0.9 | 0.88 | 0.95 | 0.94 | -0.13 | SUSAX | ||
| 0.81 | 0.84 | 0.95 | 0.85 | -0.21 | TSDCX | ||
| 0.95 | 0.92 | 0.94 | 0.85 | 0.05 | STABX | ||
| 0.22 | 0.16 | -0.13 | -0.21 | 0.05 | ASCLX | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between FRANKLIN Mutual Fund performing well and FRANKLIN MUTUAL Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare FRANKLIN MUTUAL's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BXDCX | 0.06 | 0.00 | 0.55 | 0.50 | 0.00 | 0.11 | 0.53 | |||
| CDICX | 0.07 | 0.00 | 0.66 | -0.14 | 0.04 | 0.13 | 0.63 | |||
| SUSAX | 0.04 | 0.00 | 0.78 | -0.05 | 0.00 | 0.10 | 0.51 | |||
| TSDCX | 0.04 | 0.00 | 0.00 | 0.05 | 0.00 | 0.11 | 0.55 | |||
| STABX | 0.06 | -0.01 | 0.56 | 0.82 | 0.00 | 0.11 | 0.68 | |||
| ASCLX | 0.24 | 0.00 | 0.00 | -0.09 | 0.00 | 0.41 | 1.63 |
FRANKLIN MUTUAL Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
FRANKLIN MUTUAL Competition Peer Performance Charts
How to Analyze FRANKLIN MUTUAL Against Peers
FRANKLIN MUTUAL's peer analysis compares FRANKLIN MUTUAL with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether FRANKLIN MUTUAL trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where FRANKLIN MUTUAL leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Return on invested capital comparison for FRANKLIN MUTUAL versus peers reveals which companies in the group are genuinely creating value. Momentum comparison for FRANKLIN MUTUAL across peers can signal rotation when peers accelerate while FRANKLIN MUTUAL lags or vice versa. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.
Inputs for Franklin Mutual Global come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.