TEDIX vs. CSUAX
TEDIX (Franklin Mutual Global Discovery Fund Class A) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both mutual funds - TEDIX is a Global Equities fund actively managed by Franklin, while CSUAX is a Infrastructure Equities fund tracking the FTSE Global Core Infrastructure 50/50 Index. TEDIX is actively managed, while CSUAX is passively managed. Over the past 10 years, TEDIX returned 8.92%/yr vs 7.22%/yr for CSUAX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. TEDIX charges 1.21%/yr vs 1.22%/yr for CSUAX.
Performance
TEDIX vs. CSUAX - Performance Comparison
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Returns By Period
In the year-to-date period, TEDIX achieves a 7.21% return, which is significantly lower than CSUAX's 12.09% return. Over the past 10 years, TEDIX has outperformed CSUAX with an annualized return of 8.92%, while CSUAX has yielded a comparatively lower 7.22% annualized return.
TEDIX
- 1D
- -0.12%
- 1M
- 3.63%
- 6M
- 3.59%
- YTD
- 7.21%
- 1Y
- 19.80%
- 3Y*
- 13.91%
- 5Y*
- 10.59%
- 10Y*
- 8.92%
- ALL TIME*
- 9.29%
CSUAX
- 1D
- -0.30%
- 1M
- -0.23%
- 6M
- 8.33%
- YTD
- 12.09%
- 1Y
- 17.26%
- 3Y*
- 11.88%
- 5Y*
- 7.26%
- 10Y*
- 7.22%
- ALL TIME*
- 9.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TEDIX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEDIX Franklin Mutual Global Discovery Fund Class A | 7.21% | 23.45% | 6.16% | 20.16% | -4.98% | 19.33% | -4.62% | 24.41% | -11.07% | 7.16% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 12.09% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between TEDIX and CSUAX is 0.50, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.50 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.61 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2004 | 0.66 |
The correlation between TEDIX and CSUAX shifts across timeframes, from 0.50 (1 year) to 0.66 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TEDIX vs. CSUAX — Risk / Return Rank
TEDIX
CSUAX
TEDIX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund Class A (TEDIX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TEDIX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 3.01 | -1.14 |
| Martin ratioReturn relative to average drawdown | 5.44 | 9.45 | -4.01 |
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Drawdowns
TEDIX vs. CSUAX - Drawdown Comparison
The maximum TEDIX drawdown since its inception was -40.21%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for TEDIX and CSUAX.
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Drawdown Indicators
| TEDIX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.21% | -52.20% | +11.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -5.99% | -4.11% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -11.83% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -21.69% | -20.45% | -1.24% |
Max Drawdown (10Y)Largest decline over 10 years | -40.21% | -35.05% | -5.16% |
Current DrawdownCurrent decline from peak | -0.12% | -1.95% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -8.39% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.90% | +1.57% |
Volatility
TEDIX vs. CSUAX - Volatility Comparison
Franklin Mutual Global Discovery Fund Class A (TEDIX) has a higher volatility of 3.28% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 2.93%. This indicates that TEDIX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEDIX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 2.93% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 8.16% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.90% | 10.13% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.67% | 13.00% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 14.88% | +2.14% |
TEDIX vs. CSUAX - Expense Ratio Comparison
TEDIX has a 1.21% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
TEDIX vs. CSUAX - Dividend Comparison
TEDIX's dividend yield for the trailing twelve months is around 9.99%, more than CSUAX's 7.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.63% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
TEDIX Franklin Mutual Global Discovery Fund Class A | 9.99% | 10.71% | 12.98% | 7.09% | 10.31% | 8.70% | 3.33% | 7.11% | 7.35% | 3.03% | 4.20% | 7.90% |
Frequently Asked Questions
TEDIX and CSUAX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEDIX has higher volatility (3.28%) compared to CSUAX (2.93%). In terms of maximum drawdown, TEDIX dropped -40.21% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.78 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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