Correlation
The correlation between FNGZX and PHYL is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FNGZX vs. PHYL
Compare and contrast key facts about Franklin International Growth Fund (FNGZX) and PGIM Active High Yield Bond ETF (PHYL).
FNGZX is managed by Franklin Templeton. It was launched on Jun 2, 2008. PHYL is an actively managed fund by Prudential. It was launched on Sep 24, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNGZX or PHYL.
Performance
FNGZX vs. PHYL - Performance Comparison
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Key characteristics
FNGZX:
0.42
PHYL:
2.22
FNGZX:
0.62
PHYL:
3.11
FNGZX:
1.08
PHYL:
1.47
FNGZX:
0.19
PHYL:
2.30
FNGZX:
1.26
PHYL:
11.70
FNGZX:
5.53%
PHYL:
0.89%
FNGZX:
20.34%
PHYL:
4.67%
FNGZX:
-47.65%
PHYL:
-22.06%
FNGZX:
-21.54%
PHYL:
0.00%
Returns By Period
In the year-to-date period, FNGZX achieves a 9.80% return, which is significantly higher than PHYL's 3.16% return.
FNGZX
9.80%
7.17%
5.56%
8.37%
5.24%
2.43%
5.19%
PHYL
3.16%
1.61%
2.40%
10.29%
6.15%
5.64%
N/A
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FNGZX vs. PHYL - Expense Ratio Comparison
FNGZX has a 0.86% expense ratio, which is higher than PHYL's 0.53% expense ratio.
Risk-Adjusted Performance
FNGZX vs. PHYL — Risk-Adjusted Performance Rank
FNGZX
PHYL
FNGZX vs. PHYL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Growth Fund (FNGZX) and PGIM Active High Yield Bond ETF (PHYL). 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.
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Dividends
FNGZX vs. PHYL - Dividend Comparison
FNGZX's dividend yield for the trailing twelve months is around 1.89%, less than PHYL's 7.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNGZX Franklin International Growth Fund | 1.89% | 2.07% | 0.00% | 1.74% | 2.07% | 2.23% | 0.30% | 2.04% | 1.84% | 0.90% | 0.36% | 1.23% |
PHYL PGIM Active High Yield Bond ETF | 7.97% | 8.28% | 7.62% | 6.55% | 6.13% | 7.51% | 7.30% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNGZX vs. PHYL - Drawdown Comparison
The maximum FNGZX drawdown since its inception was -47.65%, which is greater than PHYL's maximum drawdown of -22.06%. Use the drawdown chart below to compare losses from any high point for FNGZX and PHYL.
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Volatility
FNGZX vs. PHYL - Volatility Comparison
Franklin International Growth Fund (FNGZX) has a higher volatility of 4.24% compared to PGIM Active High Yield Bond ETF (PHYL) at 1.18%. This indicates that FNGZX's price experiences larger fluctuations and is considered to be riskier than PHYL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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