Franklin Mutual Global Discovery Fund Class A (TEDIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TEDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEDIX
TEDIX charges 1.21% annually. There are 192 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | TEDIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TEDIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TEDIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | TEDIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TEDIX vs UCEQX |
Best Risk-Adjusted Alternatives to TEDIX
TEDIX has a PortfoliosLab risk / return rank of 22. There are 176 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | TEDIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | TEDIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | TEDIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | TEDIX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | TEDIX vs LVAFX |
Top Performing TEDIX Alternatives (YTD)
TEDIX is at 3.46% YTD. There are 214 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | TEDIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | TEDIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | TEDIX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | TEDIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | TEDIX vs YFSNX |
Lowest Volatility Alternatives to TEDIX
TEDIX has 12.05% 1-year volatility. There are 45 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | TEDIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | TEDIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | TEDIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | TEDIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | TEDIX vs SGMAX |
Lowest Drawdown Alternatives to TEDIX
TEDIX has a 1-year max drawdown of -10.10%. There are 97 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | TEDIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TEDIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | TEDIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | TEDIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | TEDIX vs CSUAX |
Other Mutual Funds from Franklin
The 4 most viewed Franklin mutual funds shown here include FGRAX, FFACX, FVCAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin Growth Opportunities Fund Class A | Large Cap Growth Equities | 12 | 7.86% | — | Jun 1999 | TEDIX vs FGRAX | |
| Franklin Global Allocation Fund Class C | Global Allocation | 61 | 7.12% | — | Aug 2003 | TEDIX vs FFACX | |
| Franklin California High Yield Municipal Fund Advi... | High Yield Muni | 87 | 2.53% | — | May 1993 | TEDIX vs FVCAX | |
| Franklin Colorado Tax-Free Income Fund Class A | Municipal Bonds | 85 | 2.19% | — | Sep 1987 | TEDIX vs FCOQX |
Often Compared With TEDIX
Investors most often compare TEDIX with MVGIX, VGPMX, PGVFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TEDIX with Any Fund or Stock
Compare TEDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEDIX with funds that move differently
Franklin Mutual Global Discovery Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEDIX.
Explore TEDIX Diversifiers