CFIPX vs. MGGIX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. MGGIX is managed by T. Rowe Price. It was launched on May 29, 2008.
Performance
CFIPX vs. MGGIX - Performance Comparison
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CFIPX vs. MGGIX - 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% |
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | -14.91% | 1.86% | 27.50% | 49.70% | -41.57% | 0.22% | 55.49% | 35.44% | -5.65% | 49.45% |
Returns By Period
In the year-to-date period, CFIPX achieves a -5.00% return, which is significantly higher than MGGIX's -14.91% return. Over the past 10 years, CFIPX has outperformed MGGIX with an annualized return of 12.61%, while MGGIX has yielded a comparatively lower 11.61% 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%
MGGIX
- 1D
- 0.17%
- 1M
- -12.52%
- YTD
- -14.91%
- 6M
- -25.77%
- 1Y
- -12.12%
- 3Y*
- 11.13%
- 5Y*
- -0.39%
- 10Y*
- 11.61%
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CFIPX vs. MGGIX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than MGGIX's 0.95% expense ratio.
Return for Risk
CFIPX vs. MGGIX — Risk / Return Rank
CFIPX
MGGIX
CFIPX vs. MGGIX - Risk-Adjusted Trends Comparison
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.
| CFIPX | MGGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | -0.52 | +1.68 |
Sortino ratioReturn per unit of downside risk | 1.70 | -0.56 | +2.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.92 | +0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | -0.55 | +2.03 |
Martin ratioReturn relative to average drawdown | 7.64 | -1.49 | +9.13 |
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 | MGGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | -0.52 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | -0.02 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.51 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.48 | -0.13 |
Correlation
The correlation between CFIPX and MGGIX 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.
Dividends
CFIPX vs. MGGIX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 6.75%, while MGGIX has not paid dividends to shareholders.
| 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% |
MGGIX Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | 0.00% | 0.00% | 9.27% | 2.13% | 22.94% | 4.92% | 1.16% | 0.00% | 0.79% | 0.39% | 7.04% | 1.26% |
Drawdowns
CFIPX vs. MGGIX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -62.70%, which is greater than MGGIX's maximum drawdown of -59.08%. Use the drawdown chart below to compare losses from any high point for CFIPX and MGGIX.
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Drawdown Indicators
| CFIPX | MGGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.70% | -59.08% | -3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -27.65% | +15.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -51.02% | +26.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.98% | -51.60% | +17.62% |
Current DrawdownCurrent decline from peak | -8.28% | -27.53% | +19.25% |
Average DrawdownAverage peak-to-trough decline | -16.50% | -11.17% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 10.18% | -7.89% |
Volatility
CFIPX vs. MGGIX - Volatility Comparison
The current volatility for Franklin Global Equity Fund (CFIPX) is 4.40%, while Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has a volatility of 7.77%. 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.
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Volatility by Period
| CFIPX | MGGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 7.77% | -3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 17.87% | -8.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 24.52% | -7.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 25.84% | -9.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 22.87% | -5.64% |