CFIPX vs. TEPLX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Templeton Growth Fund, Inc. (TEPLX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFIPX or TEPLX.
Key characteristics
| CFIPX | TEPLX | |
|---|---|---|
| YTD Return | 22.74% | 8.14% |
| 1Y Return | 40.53% | 23.88% |
| 3Y Return (Ann) | 9.99% | 4.81% |
| 5Y Return (Ann) | 13.65% | 5.90% |
| 10Y Return (Ann) | 10.69% | 4.13% |
| Sharpe Ratio | 3.32 | 2.06 |
| Sortino Ratio | 4.40 | 2.86 |
| Omega Ratio | 1.61 | 1.36 |
| Calmar Ratio | 4.25 | 2.19 |
| Martin Ratio | 20.06 | 12.44 |
| Ulcer Index | 2.06% | 1.99% |
| Daily Std Dev | 12.46% | 12.01% |
| Max Drawdown | -64.72% | -60.37% |
| Current Drawdown | -1.62% | -2.44% |
Correlation
The correlation between CFIPX and TEPLX is 0.83, 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. TEPLX - Performance Comparison
In the year-to-date period, CFIPX achieves a 22.74% return, which is significantly higher than TEPLX's 8.14% return. Over the past 10 years, CFIPX has outperformed TEPLX with an annualized return of 10.69%, while TEPLX has yielded a comparatively lower 4.13% annualized 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. TEPLX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than TEPLX's 1.05% expense ratio.
Risk-Adjusted Performance
CFIPX vs. TEPLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Templeton Growth Fund, Inc. (TEPLX). 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. TEPLX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 2.00%, more than TEPLX's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 2.00% | 2.45% | 4.99% | 8.99% | 0.73% | 7.25% | 7.86% | 0.77% | 1.52% | 1.01% | 1.02% | 0.71% |
TEPLX Templeton Growth Fund, Inc. | 1.05% | 1.13% | 0.91% | 1.70% | 0.98% | 5.40% | 12.87% | 1.79% | 1.43% | 1.63% | 2.81% | 1.22% |
Drawdowns
CFIPX vs. TEPLX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -64.72%, which is greater than TEPLX's maximum drawdown of -60.37%. Use the drawdown chart below to compare losses from any high point for CFIPX and TEPLX. For additional features, visit the drawdowns tool.
Volatility
CFIPX vs. TEPLX - Volatility Comparison
Franklin Global Equity Fund (CFIPX) and Templeton Growth Fund, Inc. (TEPLX) have volatilities of 2.55% and 2.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.