CVLOX vs. FNGAX
Compare and contrast key facts about Calamos Global Opportunities Fund (CVLOX) and Franklin International Growth Fund Class A (FNGAX).
CVLOX is managed by Calamos. It was launched on Sep 8, 1996. FNGAX is managed by Franklin Templeton. It was launched on Jun 3, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVLOX or FNGAX.
Correlation
The correlation between CVLOX and FNGAX is 0.71, 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
CVLOX vs. FNGAX - Performance Comparison
Key characteristics
CVLOX:
0.11
FNGAX:
0.30
CVLOX:
0.22
FNGAX:
0.58
CVLOX:
1.03
FNGAX:
1.07
CVLOX:
0.07
FNGAX:
0.16
CVLOX:
0.19
FNGAX:
1.11
CVLOX:
7.57%
FNGAX:
5.58%
CVLOX:
16.19%
FNGAX:
20.40%
CVLOX:
-49.81%
FNGAX:
-47.78%
CVLOX:
-10.51%
FNGAX:
-27.41%
Returns By Period
In the year-to-date period, CVLOX achieves a 0.43% return, which is significantly lower than FNGAX's 4.33% return. Over the past 10 years, CVLOX has underperformed FNGAX with an annualized return of 3.59%, while FNGAX has yielded a comparatively higher 4.10% annualized return.
CVLOX
0.43%
12.70%
-8.70%
1.72%
8.46%
3.59%
FNGAX
4.33%
18.72%
-2.03%
6.14%
2.18%
4.10%
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CVLOX vs. FNGAX - Expense Ratio Comparison
CVLOX has a 1.22% expense ratio, which is higher than FNGAX's 1.12% expense ratio.
Risk-Adjusted Performance
CVLOX vs. FNGAX — Risk-Adjusted Performance Rank
CVLOX
FNGAX
CVLOX vs. FNGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calamos Global Opportunities Fund (CVLOX) and Franklin International Growth Fund Class A (FNGAX). 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
CVLOX vs. FNGAX - Dividend Comparison
CVLOX's dividend yield for the trailing twelve months is around 0.59%, less than FNGAX's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVLOX Calamos Global Opportunities Fund | 0.59% | 0.61% | 0.61% | 0.00% | 0.18% | 0.40% | 0.31% | 0.99% | 0.07% | 0.00% | 0.00% | 0.58% |
FNGAX Franklin International Growth Fund Class A | 1.88% | 1.86% | 0.00% | 0.00% | 0.81% | 0.00% | 0.13% | 0.28% | 0.00% | 0.53% | 0.01% | 0.33% |
Drawdowns
CVLOX vs. FNGAX - Drawdown Comparison
The maximum CVLOX drawdown since its inception was -49.81%, roughly equal to the maximum FNGAX drawdown of -47.78%. Use the drawdown chart below to compare losses from any high point for CVLOX and FNGAX. For additional features, visit the drawdowns tool.
Volatility
CVLOX vs. FNGAX - Volatility Comparison
The current volatility for Calamos Global Opportunities Fund (CVLOX) is 6.18%, while Franklin International Growth Fund Class A (FNGAX) has a volatility of 9.31%. This indicates that CVLOX experiences smaller price fluctuations and is considered to be less risky than FNGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.