CFIPX vs. GSINX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. GSINX is managed by Goldman Sachs. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFIPX or GSINX.
Key characteristics
| CFIPX | GSINX | |
|---|---|---|
| YTD Return | 23.09% | 13.58% |
| 1Y Return | 35.83% | 25.39% |
| 3Y Return (Ann) | 9.50% | 6.04% |
| 5Y Return (Ann) | 13.50% | 10.88% |
| Sharpe Ratio | 2.90 | 1.98 |
| Sortino Ratio | 3.88 | 2.79 |
| Omega Ratio | 1.53 | 1.35 |
| Calmar Ratio | 3.95 | 3.44 |
| Martin Ratio | 17.33 | 10.63 |
| Ulcer Index | 2.08% | 2.43% |
| Daily Std Dev | 12.47% | 13.08% |
| Max Drawdown | -64.72% | -28.80% |
| Current Drawdown | -1.34% | -5.80% |
Correlation
The correlation between CFIPX and GSINX 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. GSINX - Performance Comparison
In the year-to-date period, CFIPX achieves a 23.09% return, which is significantly higher than GSINX's 13.58% 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. GSINX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than GSINX's 0.89% expense ratio.
Risk-Adjusted Performance
CFIPX vs. GSINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Goldman Sachs GQG Partners International Opportunities Fund (GSINX). 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. GSINX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 1.99%, which matches GSINX's 2.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 1.99% | 2.45% | 4.99% | 8.99% | 0.73% | 7.25% | 7.86% | 0.77% | 1.52% | 1.01% | 1.02% | 0.71% |
GSINX Goldman Sachs GQG Partners International Opportunities Fund | 2.00% | 2.27% | 4.79% | 2.13% | 0.08% | 0.57% | 0.43% | 0.12% | 0.06% | 0.00% | 0.00% | 0.00% |
Drawdowns
CFIPX vs. GSINX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -64.72%, which is greater than GSINX's maximum drawdown of -28.80%. Use the drawdown chart below to compare losses from any high point for CFIPX and GSINX. For additional features, visit the drawdowns tool.
Volatility
CFIPX vs. GSINX - Volatility Comparison
Franklin Global Equity Fund (CFIPX) has a higher volatility of 3.03% compared to Goldman Sachs GQG Partners International Opportunities Fund (GSINX) at 2.37%. This indicates that CFIPX's price experiences larger fluctuations and is considered to be riskier than GSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.