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FKGRX vs. TFEQX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FKGRX vs. TFEQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Growth Fund (FKGRX) and Templeton Institutional Fund International Equity Series (TFEQX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FKGRX achieves a -4.60% return, which is significantly lower than TFEQX's 6.21% return. Over the past 10 years, FKGRX has outperformed TFEQX with an annualized return of 13.03%, while TFEQX has yielded a comparatively lower 8.30% annualized return.


FKGRX

1D
0.12%
1M
-4.08%
YTD
-4.60%
6M
-3.90%
1Y
27.38%
3Y*
14.95%
5Y*
7.76%
10Y*
13.03%

TFEQX

1D
-0.70%
1M
-2.36%
YTD
6.21%
6M
8.73%
1Y
34.99%
3Y*
19.12%
5Y*
11.18%
10Y*
8.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FKGRX vs. TFEQX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKGRX
Franklin Growth Fund
-4.60%15.38%17.96%27.54%-25.32%21.61%30.71%32.08%-3.37%26.31%
TFEQX
Templeton Institutional Fund International Equity Series
6.21%31.58%9.44%22.68%-9.21%5.70%5.29%11.56%-17.40%19.78%

Correlation

The correlation between FKGRX and TFEQX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.


FKGRX vs. TFEQX - Expense Ratio Comparison

FKGRX has a 0.79% expense ratio, which is lower than TFEQX's 0.83% expense ratio.


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Return for Risk

FKGRX vs. TFEQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKGRX
FKGRX Risk / Return Rank: 3535
Overall Rank
FKGRX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FKGRX Sortino Ratio Rank: 3333
Sortino Ratio Rank
FKGRX Omega Ratio Rank: 3131
Omega Ratio Rank
FKGRX Calmar Ratio Rank: 4141
Calmar Ratio Rank
FKGRX Martin Ratio Rank: 3939
Martin Ratio Rank

TFEQX
TFEQX Risk / Return Rank: 7676
Overall Rank
TFEQX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
TFEQX Sortino Ratio Rank: 7575
Sortino Ratio Rank
TFEQX Omega Ratio Rank: 7575
Omega Ratio Rank
TFEQX Calmar Ratio Rank: 7878
Calmar Ratio Rank
TFEQX Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKGRX vs. TFEQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Templeton Institutional Fund International Equity Series (TFEQX). 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.


FKGRXTFEQXDifference

Sharpe ratio

Return per unit of total volatility

0.82

1.53

-0.71

Sortino ratio

Return per unit of downside risk

1.32

2.10

-0.78

Omega ratio

Gain probability vs. loss probability

1.18

1.32

-0.13

Calmar ratio

Return relative to maximum drawdown

1.42

2.22

-0.80

Martin ratio

Return relative to average drawdown

5.21

8.97

-3.76

FKGRX vs. TFEQX - Sharpe Ratio Comparison

The current FKGRX Sharpe Ratio is 0.82, which is lower than the TFEQX Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of FKGRX and TFEQX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FKGRXTFEQXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

1.53

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.61

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.47

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.45

+0.24

Drawdowns

FKGRX vs. TFEQX - Drawdown Comparison

The maximum FKGRX drawdown since its inception was -51.08%, smaller than the maximum TFEQX drawdown of -57.70%. Use the drawdown chart below to compare losses from any high point for FKGRX and TFEQX.


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Drawdown Indicators


FKGRXTFEQXDifference

Max Drawdown

Largest peak-to-trough decline

-51.08%

-57.70%

+6.62%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-11.56%

+0.08%

Max Drawdown (5Y)

Largest decline over 5 years

-32.22%

-29.77%

-2.45%

Max Drawdown (10Y)

Largest decline over 10 years

-32.52%

-42.65%

+10.13%

Current Drawdown

Current decline from peak

-7.68%

-8.23%

+0.55%

Average Drawdown

Average peak-to-trough decline

-6.76%

-10.55%

+3.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

3.23%

-0.10%

Volatility

FKGRX vs. TFEQX - Volatility Comparison

The current volatility for Franklin Growth Fund (FKGRX) is 5.83%, while Templeton Institutional Fund International Equity Series (TFEQX) has a volatility of 6.59%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than TFEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FKGRXTFEQXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.83%

6.59%

-0.76%

Volatility (6M)

Calculated over the trailing 6-month period

10.48%

12.24%

-1.76%

Volatility (1Y)

Calculated over the trailing 1-year period

18.92%

18.55%

+0.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.61%

18.54%

+1.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.50%

17.58%

+1.92%

Dividends

FKGRX vs. TFEQX - Dividend Comparison

FKGRX's dividend yield for the trailing twelve months is around 15.06%, less than TFEQX's 40.34% yield.


TTM20252024202320222021202020192018201720162015
FKGRX
Franklin Growth Fund
15.06%14.37%8.34%6.26%10.49%9.19%7.97%5.75%1.65%2.38%3.26%3.88%
TFEQX
Templeton Institutional Fund International Equity Series
40.34%42.84%16.75%14.08%6.20%34.04%6.78%6.65%22.18%1.60%3.46%2.46%