IMFL vs. TZINX
Compare and contrast key facts about Invesco International Developed Dynamic Multifactor ETF (IMFL) and Templeton Global Balanced Fund (TZINX).
IMFL is a passively managed fund by Invesco that tracks the performance of the FTSE Developed ex US Invesco Dynamic Multifactor Index. It was launched on Feb 24, 2021. 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: IMFL or TZINX.
Correlation
The correlation between IMFL and TZINX is 0.70, 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
IMFL vs. TZINX - Performance Comparison
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Key characteristics
IMFL:
0.16
TZINX:
0.62
IMFL:
0.39
TZINX:
1.04
IMFL:
1.05
TZINX:
1.15
IMFL:
0.25
TZINX:
0.67
IMFL:
0.66
TZINX:
2.50
IMFL:
5.16%
TZINX:
3.09%
IMFL:
16.91%
TZINX:
11.15%
IMFL:
-33.25%
TZINX:
-34.29%
IMFL:
-2.53%
TZINX:
-0.73%
Returns By Period
In the year-to-date period, IMFL achieves a 10.83% return, which is significantly higher than TZINX's 8.79% return.
IMFL
10.83%
5.39%
9.70%
2.72%
N/A
N/A
TZINX
8.79%
6.12%
6.16%
6.85%
5.17%
1.07%
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IMFL vs. TZINX - Expense Ratio Comparison
IMFL has a 0.34% expense ratio, which is lower than TZINX's 0.95% expense ratio.
Risk-Adjusted Performance
IMFL vs. TZINX — Risk-Adjusted Performance Rank
IMFL
TZINX
IMFL vs. TZINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco International Developed Dynamic Multifactor ETF (IMFL) 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.
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Dividends
IMFL vs. TZINX - Dividend Comparison
IMFL's dividend yield for the trailing twelve months is around 3.07%, less than TZINX's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMFL Invesco International Developed Dynamic Multifactor ETF | 3.07% | 3.56% | 3.85% | 3.35% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TZINX Templeton Global Balanced Fund | 4.08% | 5.40% | 3.68% | 3.52% | 2.41% | 2.11% | 4.44% | 4.57% | 2.82% | 1.10% | 4.36% | 5.75% |
Drawdowns
IMFL vs. TZINX - Drawdown Comparison
The maximum IMFL drawdown since its inception was -33.25%, roughly equal to the maximum TZINX drawdown of -34.29%. Use the drawdown chart below to compare losses from any high point for IMFL and TZINX. For additional features, visit the drawdowns tool.
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Volatility
IMFL vs. TZINX - Volatility Comparison
Invesco International Developed Dynamic Multifactor ETF (IMFL) has a higher volatility of 3.42% compared to Templeton Global Balanced Fund (TZINX) at 2.30%. This indicates that IMFL'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.
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