CFIPX vs. RGGYX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Victory RS Global Fund (RGGYX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. RGGYX is managed by Victory Capital. It was launched on May 15, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFIPX or RGGYX.
Correlation
The correlation between CFIPX and RGGYX is 0.95, 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. RGGYX - Performance Comparison
Key characteristics
CFIPX:
1.53
RGGYX:
1.58
CFIPX:
2.04
RGGYX:
2.18
CFIPX:
1.28
RGGYX:
1.29
CFIPX:
2.24
RGGYX:
2.18
CFIPX:
7.51
RGGYX:
9.30
CFIPX:
2.73%
RGGYX:
2.09%
CFIPX:
13.46%
RGGYX:
12.28%
CFIPX:
-66.61%
RGGYX:
-31.80%
CFIPX:
-7.03%
RGGYX:
-4.83%
Returns By Period
In the year-to-date period, CFIPX achieves a 0.21% return, which is significantly higher than RGGYX's -0.62% return. Over the past 10 years, CFIPX has underperformed RGGYX with an annualized return of 7.71%, while RGGYX has yielded a comparatively higher 8.89% annualized return.
CFIPX
0.21%
-5.42%
-0.16%
20.57%
9.21%
7.71%
RGGYX
-0.62%
-3.59%
0.93%
19.55%
11.14%
8.89%
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CFIPX vs. RGGYX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than RGGYX's 0.60% expense ratio.
Risk-Adjusted Performance
CFIPX vs. RGGYX — Risk-Adjusted Performance Rank
CFIPX
RGGYX
CFIPX vs. RGGYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Victory RS Global Fund (RGGYX). 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. RGGYX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 0.66%, less than RGGYX's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 0.66% | 0.66% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% |
RGGYX Victory RS Global Fund | 1.17% | 1.16% | 1.09% | 1.29% | 1.09% | 0.78% | 1.32% | 1.67% | 0.00% | 2.06% | 1.15% | 0.97% |
Drawdowns
CFIPX vs. RGGYX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -66.61%, which is greater than RGGYX's maximum drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for CFIPX and RGGYX. For additional features, visit the drawdowns tool.
Volatility
CFIPX vs. RGGYX - Volatility Comparison
Franklin Global Equity Fund (CFIPX) has a higher volatility of 5.34% compared to Victory RS Global Fund (RGGYX) at 3.84%. This indicates that CFIPX's price experiences larger fluctuations and is considered to be riskier than RGGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.