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.
Key characteristics
| CFIPX | FELAX | |
|---|---|---|
| YTD Return | 24.96% | 46.87% |
| 1Y Return | 35.79% | 71.78% |
| 3Y Return (Ann) | 5.48% | 20.83% |
| 5Y Return (Ann) | 9.60% | 32.08% |
| 10Y Return (Ann) | 8.18% | 26.99% |
| Sharpe Ratio | 2.87 | 2.05 |
| Sortino Ratio | 3.85 | 2.55 |
| Omega Ratio | 1.53 | 1.34 |
| Calmar Ratio | 2.46 | 3.01 |
| Martin Ratio | 17.21 | 8.67 |
| Ulcer Index | 2.08% | 8.41% |
| Daily Std Dev | 12.51% | 35.59% |
| Max Drawdown | -66.61% | -71.33% |
| Current Drawdown | 0.00% | -5.88% |
Correlation
The correlation between CFIPX and FELAX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CFIPX vs. FELAX - Performance Comparison
In the year-to-date period, CFIPX achieves a 24.96% return, which is significantly lower than FELAX's 46.87% return. Over the past 10 years, CFIPX has underperformed FELAX with an annualized return of 8.18%, while FELAX has yielded a comparatively higher 26.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.79%, less than FELAX's 2.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 0.79% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% | 0.71% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 2.32% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% | 0.00% |
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 3.34%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 9.22%. 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.