TEMFX vs. FAOAX
TEMFX (Templeton Foreign Fund Class A) and FAOAX (Fidelity Advisor Overseas Fund Class A) are both Foreign Large Cap Equities funds. Over the past 10 years, TEMFX returned 7.41%/yr vs 7.35%/yr for FAOAX. A 0.80 correlation means they provide meaningful diversification when combined. TEMFX charges 1.10%/yr vs 1.43%/yr for FAOAX.
Performance
TEMFX vs. FAOAX - Performance Comparison
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Returns By Period
Both investments have delivered pretty close results over the past 10 years, with TEMFX having a 7.41% annualized return and FAOAX not far behind at 7.35%.
TEMFX
- 1D
- 1.45%
- 1M
- 2.33%
- YTD
- 11.09%
- 6M
- 12.15%
- 1Y
- 25.47%
- 3Y*
- 13.50%
- 5Y*
- 8.96%
- 10Y*
- 7.41%
FAOAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.14%
- 3Y*
- 7.64%
- 5Y*
- 3.50%
- 10Y*
- 7.35%
TEMFX vs. FAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMFX Templeton Foreign Fund Class A | 11.09% | 28.45% | -2.47% | 19.93% | -3.58% | 5.05% | -0.49% | 12.46% | -15.02% | 17.08% |
FAOAX Fidelity Advisor Overseas Fund Class A | 0.00% | 14.93% | 4.63% | 20.01% | -24.61% | 18.90% | 14.71% | 27.39% | -15.10% | 29.66% |
Correlation
The correlation between TEMFX and FAOAX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1993 | 0.80 |
Over the past year, the correlation between TEMFX and FAOAX has dropped to 0.46 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
TEMFX vs. FAOAX — Risk / Return Rank
TEMFX
FAOAX
TEMFX vs. FAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) and Fidelity Advisor Overseas Fund Class A (FAOAX). 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.
| TEMFX | FAOAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.00 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | -0.08 | +2.14 |
| Martin ratioReturn relative to average drawdown | 7.17 | -0.13 | +7.30 |
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Drawdowns
TEMFX vs. FAOAX - Drawdown Comparison
The maximum TEMFX drawdown since its inception was -59.62%, roughly equal to the maximum FAOAX drawdown of -60.03%. Use the drawdown chart below to compare losses from any high point for TEMFX and FAOAX.
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Drawdown Indicators
| TEMFX | FAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -60.03% | +0.41% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -7.29% | -4.84% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -13.99% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -36.50% | +9.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.56% | -36.50% | -6.06% |
Current DrawdownCurrent decline from peak | -0.75% | -5.87% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -14.54% | +5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.15% | -0.67% |
Volatility
TEMFX vs. FAOAX - Volatility Comparison
Templeton Foreign Fund Class A (TEMFX) has a higher volatility of 6.02% compared to Fidelity Advisor Overseas Fund Class A (FAOAX) at 0.00%. This indicates that TEMFX's price experiences larger fluctuations and is considered to be riskier than FAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEMFX | FAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 0.00% | +6.02% |
Volatility (6M)Calculated over the trailing 6-month period | 13.26% | 3.63% | +9.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 8.76% | +7.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 16.71% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.22% | 16.64% | +0.58% |
TEMFX vs. FAOAX - Expense Ratio Comparison
TEMFX has a 1.10% expense ratio, which is lower than FAOAX's 1.43% expense ratio.
Dividends
TEMFX vs. FAOAX - Dividend Comparison
TEMFX's dividend yield for the trailing twelve months is around 3.34%, less than FAOAX's 8.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOAX Fidelity Advisor Overseas Fund Class A | 8.54% | 8.54% | 1.33% | 0.74% | 0.38% | 2.12% | 0.00% | 1.37% | 4.64% | 3.64% | 1.75% | 0.38% |
TEMFX Templeton Foreign Fund Class A | 3.34% | 3.71% | 2.35% | 2.43% | 1.19% | 4.10% | 1.32% | 3.31% | 2.65% | 1.39% | 1.88% | 0.05% |
Frequently Asked Questions
TEMFX and FAOAX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TEMFX has higher volatility (6.02%) compared to FAOAX (0.00%). In terms of maximum drawdown, TEMFX dropped -59.62% vs FAOAX's -60.03%.
TEMFX currently has the higher Sharpe Ratio (1.57 vs -0.07), 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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