PortfoliosLab logoPortfoliosLab logo
TEMFX vs. FKDNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TEMFX vs. FKDNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Foreign Fund Class A (TEMFX) and Franklin DynaTech Fund (FKDNX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TEMFX vs. FKDNX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TEMFX
Templeton Foreign Fund Class A
0.32%28.45%-2.47%19.93%-3.58%5.05%-0.49%12.46%-15.02%17.08%
FKDNX
Franklin DynaTech Fund
-10.96%18.59%30.57%44.42%-40.30%12.53%57.68%36.36%2.85%39.29%

Returns By Period

In the year-to-date period, TEMFX achieves a 0.32% return, which is significantly higher than FKDNX's -10.96% return. Over the past 10 years, TEMFX has underperformed FKDNX with an annualized return of 6.76%, while FKDNX has yielded a comparatively higher 15.95% annualized return.


TEMFX

1D
2.81%
1M
-6.77%
YTD
0.32%
6M
3.00%
1Y
18.62%
3Y*
11.10%
5Y*
6.87%
10Y*
6.76%

FKDNX

1D
5.05%
1M
-5.14%
YTD
-10.96%
6M
-11.72%
1Y
19.43%
3Y*
19.19%
5Y*
5.93%
10Y*
15.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TEMFX vs. FKDNX - Expense Ratio Comparison

TEMFX has a 1.10% expense ratio, which is higher than FKDNX's 0.79% expense ratio.


Return for Risk

TEMFX vs. FKDNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TEMFX
TEMFX Risk / Return Rank: 4646
Overall Rank
TEMFX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
TEMFX Sortino Ratio Rank: 4646
Sortino Ratio Rank
TEMFX Omega Ratio Rank: 4646
Omega Ratio Rank
TEMFX Calmar Ratio Rank: 4343
Calmar Ratio Rank
TEMFX Martin Ratio Rank: 4646
Martin Ratio Rank

FKDNX
FKDNX Risk / Return Rank: 3131
Overall Rank
FKDNX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FKDNX Sortino Ratio Rank: 3939
Sortino Ratio Rank
FKDNX Omega Ratio Rank: 3434
Omega Ratio Rank
FKDNX Calmar Ratio Rank: 2727
Calmar Ratio Rank
FKDNX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TEMFX vs. FKDNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) and Franklin DynaTech Fund (FKDNX). 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.


TEMFXFKDNXDifference

Sharpe ratio

Return per unit of total volatility

1.00

0.79

+0.21

Sortino ratio

Return per unit of downside risk

1.44

1.29

+0.15

Omega ratio

Gain probability vs. loss probability

1.21

1.17

+0.03

Calmar ratio

Return relative to maximum drawdown

1.22

0.81

+0.41

Martin ratio

Return relative to average drawdown

4.96

2.63

+2.33

TEMFX vs. FKDNX - Sharpe Ratio Comparison

The current TEMFX Sharpe Ratio is 1.00, which is comparable to the FKDNX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of TEMFX and FKDNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TEMFXFKDNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

0.79

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.23

+0.16

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.65

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.64

-0.18

Correlation

The correlation between TEMFX and FKDNX is 0.47, 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.


Dividends

TEMFX vs. FKDNX - Dividend Comparison

TEMFX's dividend yield for the trailing twelve months is around 3.69%, less than FKDNX's 12.54% yield.


TTM20252024202320222021202020192018201720162015
TEMFX
Templeton Foreign Fund Class A
3.69%3.71%2.35%2.43%1.19%4.10%1.32%3.31%2.65%1.39%1.88%0.05%
FKDNX
Franklin DynaTech Fund
12.54%11.17%0.00%0.00%0.00%1.43%0.00%0.74%2.92%1.77%3.55%2.46%

Drawdowns

TEMFX vs. FKDNX - Drawdown Comparison

The maximum TEMFX drawdown since its inception was -59.62%, which is greater than FKDNX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for TEMFX and FKDNX.


Loading graphics...

Drawdown Indicators


TEMFXFKDNXDifference

Max Drawdown

Largest peak-to-trough decline

-59.62%

-51.63%

-7.99%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-20.49%

+5.98%

Max Drawdown (5Y)

Largest decline over 5 years

-28.99%

-48.28%

+19.29%

Max Drawdown (10Y)

Largest decline over 10 years

-42.56%

-48.28%

+5.72%

Current Drawdown

Current decline from peak

-9.26%

-16.48%

+7.22%

Average Drawdown

Average peak-to-trough decline

-9.41%

-11.28%

+1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

6.29%

-2.73%

Volatility

TEMFX vs. FKDNX - Volatility Comparison

The current volatility for Templeton Foreign Fund Class A (TEMFX) is 7.31%, while Franklin DynaTech Fund (FKDNX) has a volatility of 9.29%. This indicates that TEMFX experiences smaller price fluctuations and is considered to be less risky than FKDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TEMFXFKDNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

9.29%

-1.98%

Volatility (6M)

Calculated over the trailing 6-month period

11.19%

16.81%

-5.62%

Volatility (1Y)

Calculated over the trailing 1-year period

18.76%

26.47%

-7.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.89%

26.27%

-8.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.17%

24.53%

-7.36%