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 15. There are 19 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 96 | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 96 | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 96 | — | May 2008 | TDF vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 96 | — | May 2008 | TDF vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 95 | — | May 2008 | TDF vs FHKTX |
Top Performing TDF Alternatives (YTD)
TDF is at 0.50% YTD. There are 20 mutual funds in the China Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 42.66% | — | May 2011 | TDF vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 39.99% | — | Oct 2018 | TDF vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 39.90% | — | May 2008 | TDF vs FHKIX | |
| Fidelity China Region Fund | 39.90% | — | Nov 1995 | TDF vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 39.74% | — | May 2008 | TDF vs FHKAX |
Lowest Volatility Alternatives to TDF
TDF has 18.42% 1-year volatility. There are 5 mutual funds in the China Equities category with lower 1-year volatility, going as low as 15.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 15.86% | — | Jun 1994 | TDF vs ICHKX | |
| BlackRock China A Opportunities Fund | 16.51% | — | Dec 2018 | TDF vs CHILX | |
| Goldman Sachs China Equity Fund | 17.94% | — | Jul 1994 | TDF vs GSAGX | |
| Baillie Gifford China Equities Fund | 18.11% | — | Jul 2021 | TDF vs BGCBX | |
| T. Rowe Price China Evolution Equity Fund | 18.21% | — | Dec 2019 | TDF vs TRCLX |
Lowest Drawdown Alternatives to TDF
TDF has a 1-year max drawdown of -13.95%. There are 16 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | TDF vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | TDF vs OBCHX | |
| Guinness Atkinson China And Hong Kong Fund | -10.19% | — | Jun 1994 | TDF vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | TDF vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | TDF vs FIQFX |
Other Mutual Funds from Franklin Templeton Investments
The 1 most viewed Franklin Templeton Investments mutual funds shown here include TEI and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Templeton Emerging Markets Income Fund | Emerging Markets Bonds | 34 | 2.44% | — | — | TDF vs TEI |
Often Compared With TDF
Investors most often compare TDF with CAF, FCHKX, GOPIX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | China Equities | 83 | 15.09% | — | Jul 2006 | TDF vs CAF | |
| Fidelity Advisor China Region Fund Class C | China Equities | 95 | 39.30% | — | May 2008 | TDF vs FCHKX | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | TDF vs GOPIX | |
| Eaton Vance Greater China Growth Fund | China Equities | 5 | -3.53% | — | Oct 1992 | TDF vs EVCGX |
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