TEPLX vs. AOA
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and iShares Core Aggressive Allocation ETF (AOA).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or AOA.
Correlation
The correlation between TEPLX and AOA is 0.84, 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. AOA - Performance Comparison
Key characteristics
TEPLX:
0.05
AOA:
0.77
TEPLX:
0.19
AOA:
1.15
TEPLX:
1.03
AOA:
1.16
TEPLX:
0.06
AOA:
0.83
TEPLX:
0.23
AOA:
3.78
TEPLX:
4.01%
AOA:
2.84%
TEPLX:
17.03%
AOA:
14.02%
TEPLX:
-63.59%
AOA:
-28.38%
TEPLX:
-5.83%
AOA:
-3.88%
Returns By Period
In the year-to-date period, TEPLX achieves a 0.80% return, which is significantly higher than AOA's 0.39% return. Over the past 10 years, TEPLX has underperformed AOA with an annualized return of 1.96%, while AOA has yielded a comparatively higher 7.29% annualized return.
TEPLX
0.80%
-0.45%
-3.79%
-0.30%
8.32%
1.96%
AOA
0.39%
0.81%
-0.46%
9.40%
10.62%
7.29%
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TEPLX vs. AOA - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
TEPLX vs. AOA — Risk-Adjusted Performance Rank
TEPLX
AOA
TEPLX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and iShares Core Aggressive Allocation ETF (AOA). 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. AOA - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.10%, less than AOA's 2.31% 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% |
AOA iShares Core Aggressive Allocation ETF | 2.31% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
TEPLX vs. AOA - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for TEPLX and AOA. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. AOA - Volatility Comparison
Templeton Growth Fund, Inc. (TEPLX) has a higher volatility of 11.92% compared to iShares Core Aggressive Allocation ETF (AOA) at 9.83%. This indicates that TEPLX's price experiences larger fluctuations and is considered to be riskier than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.