FTCIX vs. VIMAX
Compare and contrast key facts about Franklin Conservative Allocation Fund (FTCIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FTCIX is managed by Franklin Templeton. It was launched on Dec 30, 1996. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTCIX or VIMAX.
Correlation
The correlation between FTCIX and VIMAX is 0.88, 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
FTCIX vs. VIMAX - Performance Comparison
Key characteristics
FTCIX:
1.51
VIMAX:
1.55
FTCIX:
2.19
VIMAX:
2.17
FTCIX:
1.27
VIMAX:
1.27
FTCIX:
0.77
VIMAX:
2.61
FTCIX:
7.08
VIMAX:
6.98
FTCIX:
1.37%
VIMAX:
2.72%
FTCIX:
6.40%
VIMAX:
12.26%
FTCIX:
-26.48%
VIMAX:
-58.88%
FTCIX:
-2.94%
VIMAX:
-2.03%
Returns By Period
In the year-to-date period, FTCIX achieves a 2.80% return, which is significantly lower than VIMAX's 5.15% return. Over the past 10 years, FTCIX has underperformed VIMAX with an annualized return of 2.89%, while VIMAX has yielded a comparatively higher 9.66% annualized return.
FTCIX
2.80%
1.85%
2.16%
10.17%
4.49%
2.89%
VIMAX
5.15%
1.37%
10.00%
20.15%
10.25%
9.66%
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FTCIX vs. VIMAX - Expense Ratio Comparison
FTCIX has a 0.63% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
FTCIX vs. VIMAX — Risk-Adjusted Performance Rank
FTCIX
VIMAX
FTCIX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Conservative Allocation Fund (FTCIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
FTCIX vs. VIMAX - Dividend Comparison
FTCIX's dividend yield for the trailing twelve months is around 2.45%, more than VIMAX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCIX Franklin Conservative Allocation Fund | 2.45% | 2.52% | 2.40% | 1.77% | 2.36% | 12.15% | 2.37% | 2.88% | 1.59% | 1.06% | 2.13% | 2.86% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.41% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
FTCIX vs. VIMAX - Drawdown Comparison
The maximum FTCIX drawdown since its inception was -26.48%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FTCIX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
FTCIX vs. VIMAX - Volatility Comparison
The current volatility for Franklin Conservative Allocation Fund (FTCIX) is 1.61%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 2.74%. This indicates that FTCIX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.