Templeton World Fund (TEMWX) 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 TEMWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TEMWX
TEMWX charges 1.04% annually. There are 146 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 Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TEMWX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | TEMWX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TEMWX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | TEMWX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TEMWX vs UCEQX |
Best Risk-Adjusted Alternatives to TEMWX
TEMWX has a PortfoliosLab risk / return rank of 17. There are 193 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 | TEMWX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | TEMWX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | TEMWX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | TEMWX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | TEMWX vs LVAFX |
Top Performing TEMWX Alternatives (YTD)
TEMWX is at 4.39% YTD. There are 210 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 | TEMWX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | TEMWX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | TEMWX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | TEMWX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | TEMWX vs YFSNX |
Lowest Volatility Alternatives to TEMWX
TEMWX has 17.25% 1-year volatility. There are 191 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 | TEMWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | TEMWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | TEMWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | TEMWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | TEMWX vs SGMAX |
Lowest Drawdown Alternatives to TEMWX
TEMWX has a 1-year max drawdown of -13.86%. There are 210 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 | TEMWX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TEMWX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | TEMWX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | TEMWX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | TEMWX vs CSUAX |
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 | 14 | 6.87% | — | Jan 1968 | TEMWX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -12.09% | — | May 1969 | TEMWX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 83 | 5.21% | — | — | TEMWX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 22 | 5.79% | — | Apr 1948 | TEMWX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 39 | 22.38% | — | Jun 2011 | TEMWX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 30 | 6.47% | — | Jan 1987 | TEMWX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 3.38% | — | Aug 1997 | TEMWX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 5.36% | — | Aug 1997 | TEMWX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 2.37% | — | Oct 1983 | TEMWX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 41 | 13.70% | — | Oct 1990 | TEMWX vs TFEQX |
Often Compared With TEMWX
Investors most often compare TEMWX with XSPX.L, VOO, JFIVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TEMWX with Any Fund or Stock
Compare TEMWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TEMWX with funds that move differently
Templeton World Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TEMWX.
Explore TEMWX Diversifiers