Templeton Global Smaller Companies Fund (TEMGX) 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 TEMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEMGX
TEMGX charges 1.31% annually. There are 213 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 | TEMGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TEMGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TEMGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TEMGX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 90.20B | Feb 2019 | TEMGX vs VTWAX |
Best Risk-Adjusted Alternatives to TEMGX
TEMGX has a PortfoliosLab risk / return rank of 18. There are 187 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | TEMGX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | TEMGX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | TEMGX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | TEMGX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | TEMGX vs JGYIX |
Top Performing TEMGX Alternatives (YTD)
TEMGX is at 9.37% YTD. There are 137 mutual funds in the Global Equities category with higher YTD returns, going as high as 43.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 43.00% | — | Nov 2016 | TEMGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | TEMGX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | TEMGX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | TEMGX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | TEMGX vs AGLOX |
Lowest Volatility Alternatives to TEMGX
TEMGX has 14.59% 1-year volatility. There are 166 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | TEMGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | TEMGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | TEMGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | TEMGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | TEMGX vs SGMAX |
Lowest Drawdown Alternatives to TEMGX
TEMGX has a 1-year max drawdown of -12.71%. There are 183 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 | TEMGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | TEMGX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | TEMGX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | TEMGX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TEMGX vs LVAFX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.49% | — | Jan 1968 | TEMGX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 43 | 6.83% | — | May 1969 | TEMGX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | TEMGX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 29 | 7.09% | — | Apr 1948 | TEMGX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 20 | 15.80% | — | Jun 2011 | TEMGX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 34 | 5.86% | — | Jan 1987 | TEMGX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 5.90% | — | Aug 1997 | TEMGX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 3.89% | — | Oct 1983 | TEMGX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | TEMGX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 37 | 6.04% | — | Mar 1970 | TEMGX vs SHAPX |
Often Compared With TEMGX
Investors most often compare TEMGX with SPY, MVGIX, FGIAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TEMGX with Any Fund or Stock
Compare TEMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEMGX with funds that move differently
Templeton Global Smaller Companies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEMGX.
Explore TEMGX Diversifiers