CFIPX vs. FEUIX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Fidelity Advisor Global Capital Appreciation Fund Class I (FEUIX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. FEUIX is managed by Fidelity. It was launched on Dec 17, 1998.
Performance
CFIPX vs. FEUIX - Performance Comparison
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CFIPX vs. FEUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | -5.00% | 23.21% | 24.28% | 23.03% | -16.36% | 24.76% | 13.34% | 30.63% | -12.16% | 23.69% |
FEUIX Fidelity Advisor Global Capital Appreciation Fund Class I | -9.05% | 18.17% | 37.92% | 28.93% | -24.46% | 19.28% | 24.80% | 23.17% | -17.94% | 30.06% |
Returns By Period
In the year-to-date period, CFIPX achieves a -5.00% return, which is significantly higher than FEUIX's -9.05% return. Over the past 10 years, CFIPX has outperformed FEUIX with an annualized return of 12.61%, while FEUIX has yielded a comparatively lower 11.53% annualized return.
CFIPX
- 1D
- -0.33%
- 1M
- -7.68%
- YTD
- -5.00%
- 6M
- -1.63%
- 1Y
- 19.21%
- 3Y*
- 18.74%
- 5Y*
- 11.49%
- 10Y*
- 12.61%
FEUIX
- 1D
- -0.86%
- 1M
- -10.00%
- YTD
- -9.05%
- 6M
- -6.33%
- 1Y
- 12.48%
- 3Y*
- 20.76%
- 5Y*
- 11.18%
- 10Y*
- 11.53%
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CFIPX vs. FEUIX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than FEUIX's 0.82% expense ratio.
Return for Risk
CFIPX vs. FEUIX — Risk / Return Rank
CFIPX
FEUIX
CFIPX vs. FEUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Fidelity Advisor Global Capital Appreciation Fund Class I (FEUIX). 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.
| CFIPX | FEUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.62 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.70 | 0.98 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.77 | +0.71 |
Martin ratioReturn relative to average drawdown | 7.64 | 2.92 | +4.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CFIPX | FEUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.62 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.60 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.63 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.38 | -0.04 |
Correlation
The correlation between CFIPX and FEUIX is 0.85, 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.
Dividends
CFIPX vs. FEUIX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 6.75%, less than FEUIX's 9.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 6.75% | 6.41% | 3.49% | 0.99% | 4.99% | 8.99% | 0.73% | 13.31% | 7.86% | 0.77% | 1.52% | 1.01% |
FEUIX Fidelity Advisor Global Capital Appreciation Fund Class I | 9.68% | 8.80% | 13.61% | 6.28% | 0.00% | 7.49% | 0.00% | 0.64% | 10.42% | 13.00% | 0.98% | 0.55% |
Drawdowns
CFIPX vs. FEUIX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -62.70%, roughly equal to the maximum FEUIX drawdown of -61.64%. Use the drawdown chart below to compare losses from any high point for CFIPX and FEUIX.
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Drawdown Indicators
| CFIPX | FEUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.70% | -61.64% | -1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.97% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -32.73% | +8.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.98% | -32.73% | -1.25% |
Current DrawdownCurrent decline from peak | -8.28% | -12.97% | +4.69% |
Average DrawdownAverage peak-to-trough decline | -16.50% | -13.04% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.41% | -1.12% |
Volatility
CFIPX vs. FEUIX - Volatility Comparison
The current volatility for Franklin Global Equity Fund (CFIPX) is 4.40%, while Fidelity Advisor Global Capital Appreciation Fund Class I (FEUIX) has a volatility of 7.03%. This indicates that CFIPX experiences smaller price fluctuations and is considered to be less risky than FEUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CFIPX | FEUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 7.03% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 12.76% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 20.07% | -3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 18.68% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 18.42% | -1.19% |