TEPLX vs. ANCFX
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and American Funds Fundamental Investors Class A (ANCFX).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. ANCFX is managed by American Funds. It was launched on Jan 8, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or ANCFX.
Correlation
The correlation between TEPLX and ANCFX is 0.71, 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.
Performance
TEPLX vs. ANCFX - Performance Comparison
Key characteristics
TEPLX:
0.05
ANCFX:
0.14
TEPLX:
0.19
ANCFX:
0.32
TEPLX:
1.03
ANCFX:
1.05
TEPLX:
0.06
ANCFX:
0.13
TEPLX:
0.23
ANCFX:
0.42
TEPLX:
4.01%
ANCFX:
7.15%
TEPLX:
17.03%
ANCFX:
21.74%
TEPLX:
-63.59%
ANCFX:
-52.37%
TEPLX:
-5.83%
ANCFX:
-13.20%
Returns By Period
In the year-to-date period, TEPLX achieves a 0.80% return, which is significantly higher than ANCFX's -2.64% return. Over the past 10 years, TEPLX has underperformed ANCFX with an annualized return of 1.96%, while ANCFX has yielded a comparatively higher 5.38% annualized return.
TEPLX
0.80%
-0.45%
-3.79%
-0.30%
8.32%
1.96%
ANCFX
-2.64%
0.71%
-9.01%
1.86%
8.97%
5.38%
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TEPLX vs. ANCFX - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than ANCFX's 0.59% expense ratio.
Risk-Adjusted Performance
TEPLX vs. ANCFX — Risk-Adjusted Performance Rank
TEPLX
ANCFX
TEPLX vs. ANCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and American Funds Fundamental Investors Class A (ANCFX). 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
TEPLX vs. ANCFX - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.10%, less than ANCFX's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 1.10% | 1.11% | 1.13% | 0.91% | 1.70% | 0.98% | 2.06% | 2.15% | 1.79% | 1.43% | 1.63% | 2.81% |
ANCFX American Funds Fundamental Investors Class A | 1.17% | 1.14% | 1.17% | 1.60% | 1.24% | 1.48% | 1.51% | 1.89% | 1.47% | 1.59% | 3.01% | 10.00% |
Drawdowns
TEPLX vs. ANCFX - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, which is greater than ANCFX's maximum drawdown of -52.37%. Use the drawdown chart below to compare losses from any high point for TEPLX and ANCFX. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. ANCFX - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 11.92%, while American Funds Fundamental Investors Class A (ANCFX) has a volatility of 13.36%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than ANCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.