TEDMX vs. FDFIX
Compare and contrast key facts about Templeton Developing Markets Trust (TEDMX) and Fidelity Flex 500 Index Fund (FDFIX).
TEDMX is managed by Franklin Templeton. It was launched on Oct 15, 1991. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEDMX or FDFIX.
Key characteristics
| TEDMX | FDFIX | |
|---|---|---|
| YTD Return | 14.73% | 23.85% |
| 1Y Return | 22.86% | 35.54% |
| 3Y Return (Ann) | -1.31% | 11.06% |
| 5Y Return (Ann) | 4.54% | 16.28% |
| Sharpe Ratio | 1.37 | 2.83 |
| Sortino Ratio | 2.01 | 3.77 |
| Omega Ratio | 1.24 | 1.52 |
| Calmar Ratio | 0.64 | 3.07 |
| Martin Ratio | 7.36 | 17.69 |
| Ulcer Index | 3.08% | 2.01% |
| Daily Std Dev | 16.57% | 12.55% |
| Max Drawdown | -64.90% | -33.77% |
| Current Drawdown | -17.27% | -0.32% |
Correlation
The correlation between TEDMX and FDFIX is 0.64, 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
TEDMX vs. FDFIX - Performance Comparison
In the year-to-date period, TEDMX achieves a 14.73% return, which is significantly lower than FDFIX's 23.85% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TEDMX vs. FDFIX - Expense Ratio Comparison
TEDMX has a 1.38% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
TEDMX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Developing Markets Trust (TEDMX) and Fidelity Flex 500 Index Fund (FDFIX). 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
TEDMX vs. FDFIX - Dividend Comparison
TEDMX's dividend yield for the trailing twelve months is around 3.80%, more than FDFIX's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEDMX Templeton Developing Markets Trust | 3.80% | 3.44% | 5.25% | 6.76% | 2.40% | 4.54% | 1.35% | 0.90% | 1.20% | 1.02% | 23.10% | 1.93% |
FDFIX Fidelity Flex 500 Index Fund | 1.26% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TEDMX vs. FDFIX - Drawdown Comparison
The maximum TEDMX drawdown since its inception was -64.90%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for TEDMX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
TEDMX vs. FDFIX - Volatility Comparison
Templeton Developing Markets Trust (TEDMX) has a higher volatility of 6.99% compared to Fidelity Flex 500 Index Fund (FDFIX) at 3.06%. This indicates that TEDMX's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.