TEMGX vs. GAOAX
Compare and contrast key facts about Templeton Global Smaller Companies Fund (TEMGX) and JPMorgan Global Allocation Fund A (GAOAX).
TEMGX is managed by Franklin Templeton. It was launched on May 31, 1981. GAOAX is managed by JPMorgan. It was launched on May 31, 2011.
Performance
TEMGX vs. GAOAX - Performance Comparison
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TEMGX vs. GAOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMGX Templeton Global Smaller Companies Fund | -2.53% | 5.43% | 3.42% | 16.62% | -24.00% | 15.06% | 13.23% | 24.50% | -18.10% | 24.94% |
GAOAX JPMorgan Global Allocation Fund A | -3.89% | 14.68% | 7.91% | 12.69% | -18.74% | 3.60% | 15.29% | 15.95% | -6.07% | 16.82% |
Returns By Period
In the year-to-date period, TEMGX achieves a -2.53% return, which is significantly higher than GAOAX's -3.89% return. Over the past 10 years, TEMGX has underperformed GAOAX with an annualized return of 5.44%, while GAOAX has yielded a comparatively higher 5.74% annualized return.
TEMGX
- 1D
- 2.89%
- 1M
- -8.50%
- YTD
- -2.53%
- 6M
- -2.60%
- 1Y
- 9.51%
- 3Y*
- 4.90%
- 5Y*
- -0.62%
- 10Y*
- 5.44%
GAOAX
- 1D
- 1.47%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.79%
- 1Y
- 9.60%
- 3Y*
- 8.41%
- 5Y*
- 1.86%
- 10Y*
- 5.74%
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TEMGX vs. GAOAX - Expense Ratio Comparison
TEMGX has a 1.31% expense ratio, which is higher than GAOAX's 1.04% expense ratio.
Return for Risk
TEMGX vs. GAOAX — Risk / Return Rank
TEMGX
GAOAX
TEMGX vs. GAOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Smaller Companies Fund (TEMGX) and JPMorgan Global Allocation Fund A (GAOAX). 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.
| TEMGX | GAOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.86 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.24 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.10 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.24 | 4.47 | -2.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TEMGX | GAOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.86 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.17 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.53 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.54 | -0.10 |
Correlation
The correlation between TEMGX and GAOAX is 0.85, 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.
Dividends
TEMGX vs. GAOAX - Dividend Comparison
TEMGX's dividend yield for the trailing twelve months is around 4.81%, less than GAOAX's 10.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMGX Templeton Global Smaller Companies Fund | 4.81% | 4.69% | 2.98% | 1.09% | 3.14% | 10.66% | 2.58% | 2.16% | 9.12% | 3.65% | 0.33% | 0.21% |
GAOAX JPMorgan Global Allocation Fund A | 10.04% | 10.15% | 2.34% | 0.00% | 4.62% | 4.61% | 1.54% | 2.43% | 2.52% | 2.95% | 2.59% | 0.96% |
Drawdowns
TEMGX vs. GAOAX - Drawdown Comparison
The maximum TEMGX drawdown since its inception was -68.70%, which is greater than GAOAX's maximum drawdown of -29.02%. Use the drawdown chart below to compare losses from any high point for TEMGX and GAOAX.
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Drawdown Indicators
| TEMGX | GAOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.70% | -29.02% | -39.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -8.95% | -4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -36.20% | -29.02% | -7.18% |
Max Drawdown (10Y)Largest decline over 10 years | -41.61% | -29.02% | -12.59% |
Current DrawdownCurrent decline from peak | -10.18% | -7.61% | -2.57% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -6.01% | -5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.03% | 2.20% | +1.83% |
Volatility
TEMGX vs. GAOAX - Volatility Comparison
Templeton Global Smaller Companies Fund (TEMGX) has a higher volatility of 6.46% compared to JPMorgan Global Allocation Fund A (GAOAX) at 4.98%. This indicates that TEMGX's price experiences larger fluctuations and is considered to be riskier than GAOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEMGX | GAOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 4.98% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 7.55% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 11.53% | +6.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.26% | 11.03% | +6.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 10.81% | +6.44% |