Templeton Dragon Fund Inc. (TDF) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TDF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TDF
Among 23 mutual funds in the China Equities category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | TDF vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | TDF vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | TDF vs CHILX |
Best Risk-Adjusted Alternatives to TDF
TDF has a PortfoliosLab risk / return rank of 12. There are 13 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 84 | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 84 | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 83 | — | May 2008 | TDF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 83 | — | May 2008 | TDF vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 82 | — | May 2008 | TDF vs FHKTX |
Top Performing TDF Alternatives (YTD)
TDF is at -2.36% YTD. There are 18 mutual funds in the China Equities category with higher YTD returns, going as high as 25.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 25.90% | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity China Region Fund | 25.83% | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 25.81% | — | May 2008 | TDF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 25.60% | — | May 2008 | TDF vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 25.43% | — | May 2008 | TDF vs FHKTX |
Lowest Volatility Alternatives to TDF
TDF has 18.92% 1-year volatility. There is 1 mutual fund in the China Equities category with lower 1-year volatility, going as low as 17.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 17.22% | — | Jun 1994 | TDF vs ICHKX | |
| Baillie Gifford China Equities Fund | 19.04% | — | Jul 2021 | TDF vs BGCBX | |
| Eaton Vance Greater China Growth Fund | 19.34% | — | Oct 1992 | TDF vs EVCGX | |
| Goldman Sachs China Equity Fund | 20.00% | — | Jul 1994 | TDF vs GSAGX | |
| AB All China Equity Portfolio | 20.26% | — | Jul 2018 | TDF vs ACEYX |
Lowest Drawdown Alternatives to TDF
TDF has a 1-year max drawdown of -13.95%. There are 12 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -10.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -10.98% | — | Jul 2006 | TDF vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | TDF vs CHILX | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity China Region Fund | -12.24% | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -12.26% | — | May 2008 | TDF vs FHKIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | TDF vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | TDF vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | TDF vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | TDF vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | TDF vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | TDF vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | TDF vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | TDF vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | TDF vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | TDF vs SHRAX |
Often Compared With TDF
Investors most often compare TDF with OBCHX, TEI, TRCLX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis China Opportunities Fund | China Equities, Asia Pacific Equities | 57 | 21.44% | — | Oct 2005 | TDF vs OBCHX | |
| Templeton Emerging Markets Income Fund | Emerging Markets Bonds | 64 | 8.44% | — | — | TDF vs TEI | |
| T. Rowe Price China Evolution Equity Fund | China Equities, Asia Pacific Equities | 69 | 18.94% | — | Dec 2019 | TDF vs TRCLX | |
| Fidelity Advisor China Region Fund Class C | China Equities, Asia Pacific Equities | 82 | 25.06% | — | May 2008 | TDF vs FCHKX | |
| abrdn China A Share Equity Fund | China Equities, Asia Pacific Equities | — | — | — | Jun 2004 | TDF vs GOPIX | |
| Matthews China Small Companies Fund | China Equities, Asia Pacific Equities | 34 | 20.37% | — | May 2011 | TDF vs MCSMX | |
| RBC China Equity Fund | China Equities, Asia Pacific Equities | 28 | -0.81% | — | Apr 2022 | TDF vs RBCIX | |
| William Blair China Growth Fund | China Equities, Asia Pacific Equities | 9 | -0.61% | — | Aug 2021 | TDF vs WICGX |
Compare TDF with Any Fund or Stock
Compare TDF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TDF with funds that move differently
Templeton Dragon Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TDF.
Explore TDF Diversifiers