CFIPX vs. MGGIX

In the year-to-date period, CFIPX achieves a 5.66% return, which is significantly lower than MGGIX's 12.84% return. Over the past 10 years, CFIPX has outperformed MGGIX with an annualized return of 10.26%, while MGGIX has yielded a comparatively lower 9.41% annualized return.

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CFIPX has a 1.30% expense ratio, which is higher than MGGIX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX). 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.

The current CFIPX Sharpe Ratio is 0.80, which is comparable to the MGGIX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of CFIPX and MGGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CFIPX's dividend yield for the trailing twelve months is around 0.63%, while MGGIX has not paid dividends to shareholders.

The maximum CFIPX drawdown since its inception was -64.72%, which is greater than MGGIX's maximum drawdown of -59.75%. Use the drawdown chart below to compare losses from any high point for CFIPX and MGGIX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Global Equity Fund (CFIPX) is 4.27%, while Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has a volatility of 5.76%. This indicates that CFIPX experiences smaller price fluctuations and is considered to be less risky than MGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.