GMOM vs. TZINX
Compare and contrast key facts about Cambria Global Momentum ETF (GMOM) and Templeton Global Balanced Fund (TZINX).
GMOM is an actively managed fund by Cambria. It was launched on Nov 4, 2014. TZINX is managed by Franklin Templeton. It was launched on Jun 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GMOM or TZINX.
Correlation
The correlation between GMOM and TZINX is 0.55, 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.
Performance
GMOM vs. TZINX - Performance Comparison
Key characteristics
GMOM:
0.59
TZINX:
0.35
GMOM:
0.90
TZINX:
0.55
GMOM:
1.11
TZINX:
1.07
GMOM:
0.52
TZINX:
0.23
GMOM:
3.08
TZINX:
1.20
GMOM:
2.86%
TZINX:
2.68%
GMOM:
15.03%
TZINX:
9.22%
GMOM:
-25.02%
TZINX:
-34.29%
GMOM:
-7.48%
TZINX:
-8.37%
Returns By Period
In the year-to-date period, GMOM achieves a 0.46% return, which is significantly higher than TZINX's 0.42% return. Over the past 10 years, GMOM has outperformed TZINX with an annualized return of 3.56%, while TZINX has yielded a comparatively lower 1.10% annualized return.
GMOM
0.46%
-3.25%
-1.88%
8.18%
4.69%
3.56%
TZINX
0.42%
-2.40%
-2.68%
3.21%
-0.13%
1.10%
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GMOM vs. TZINX - Expense Ratio Comparison
GMOM has a 0.96% expense ratio, which is higher than TZINX's 0.95% expense ratio.
Risk-Adjusted Performance
GMOM vs. TZINX — Risk-Adjusted Performance Rank
GMOM
TZINX
GMOM vs. TZINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Global Momentum ETF (GMOM) and Templeton Global Balanced Fund (TZINX). 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
GMOM vs. TZINX - Dividend Comparison
GMOM's dividend yield for the trailing twelve months is around 2.14%, less than TZINX's 5.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMOM Cambria Global Momentum ETF | 2.14% | 2.15% | 3.63% | 2.51% | 3.42% | 1.24% | 2.60% | 1.90% | 2.05% | 1.77% | 1.88% | 1.09% |
TZINX Templeton Global Balanced Fund | 5.38% | 5.40% | 3.68% | 3.52% | 2.41% | 2.11% | 4.44% | 4.57% | 2.82% | 1.10% | 4.36% | 5.75% |
Drawdowns
GMOM vs. TZINX - Drawdown Comparison
The maximum GMOM drawdown since its inception was -25.02%, smaller than the maximum TZINX drawdown of -34.29%. Use the drawdown chart below to compare losses from any high point for GMOM and TZINX. For additional features, visit the drawdowns tool.
Volatility
GMOM vs. TZINX - Volatility Comparison
Cambria Global Momentum ETF (GMOM) has a higher volatility of 4.24% compared to Templeton Global Balanced Fund (TZINX) at 2.70%. This indicates that GMOM's price experiences larger fluctuations and is considered to be riskier than TZINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.