CFIPX vs. FELAX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFIPX or FELAX.
Correlation
The correlation between CFIPX and FELAX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CFIPX vs. FELAX - Performance Comparison
Key characteristics
CFIPX:
0.47
FELAX:
0.04
CFIPX:
0.76
FELAX:
0.37
CFIPX:
1.11
FELAX:
1.05
CFIPX:
0.47
FELAX:
0.05
CFIPX:
1.77
FELAX:
0.13
CFIPX:
5.02%
FELAX:
13.28%
CFIPX:
19.09%
FELAX:
46.56%
CFIPX:
-66.61%
FELAX:
-71.33%
CFIPX:
-8.74%
FELAX:
-24.26%
Returns By Period
In the year-to-date period, CFIPX achieves a -1.64% return, which is significantly higher than FELAX's -17.37% return. Over the past 10 years, CFIPX has underperformed FELAX with an annualized return of 6.58%, while FELAX has yielded a comparatively higher 22.63% annualized return.
CFIPX
-1.64%
-1.56%
-2.75%
9.63%
13.13%
6.58%
FELAX
-17.37%
-5.01%
-18.04%
-1.23%
28.26%
22.63%
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CFIPX vs. FELAX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
CFIPX vs. FELAX — Risk-Adjusted Performance Rank
CFIPX
FELAX
CFIPX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CFIPX vs. FELAX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 0.67%, less than FELAX's 8.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 0.67% | 0.66% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 8.49% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% |
Drawdowns
CFIPX vs. FELAX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -66.61%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for CFIPX and FELAX. For additional features, visit the drawdowns tool.
Volatility
CFIPX vs. FELAX - Volatility Comparison
The current volatility for Franklin Global Equity Fund (CFIPX) is 13.10%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 26.37%. This indicates that CFIPX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.