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TEPLX vs. CFIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TEPLX and CFIPX is 0.69, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

TEPLX vs. CFIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Growth Fund, Inc. (TEPLX) and Franklin Global Equity Fund (CFIPX). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%NovemberDecember2025FebruaryMarchApril
185.85%
138.64%
TEPLX
CFIPX

Key characteristics

Sharpe Ratio

TEPLX:

0.05

CFIPX:

0.56

Sortino Ratio

TEPLX:

0.19

CFIPX:

0.88

Omega Ratio

TEPLX:

1.03

CFIPX:

1.13

Calmar Ratio

TEPLX:

0.06

CFIPX:

0.57

Martin Ratio

TEPLX:

0.23

CFIPX:

2.10

Ulcer Index

TEPLX:

4.01%

CFIPX:

5.08%

Daily Std Dev

TEPLX:

17.03%

CFIPX:

19.06%

Max Drawdown

TEPLX:

-63.59%

CFIPX:

-66.61%

Current Drawdown

TEPLX:

-5.83%

CFIPX:

-7.91%

Returns By Period

In the year-to-date period, TEPLX achieves a 0.80% return, which is significantly higher than CFIPX's -0.74% return. Over the past 10 years, TEPLX has underperformed CFIPX with an annualized return of 1.96%, while CFIPX has yielded a comparatively higher 6.74% annualized return.


TEPLX

YTD

0.80%

1M

-0.45%

6M

-3.79%

1Y

-0.30%

5Y*

8.32%

10Y*

1.96%

CFIPX

YTD

-0.74%

1M

1.34%

6M

-2.40%

1Y

9.25%

5Y*

12.56%

10Y*

6.74%

*Annualized

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TEPLX vs. CFIPX - Expense Ratio Comparison

TEPLX has a 1.05% expense ratio, which is lower than CFIPX's 1.30% expense ratio.


Expense ratio chart for CFIPX: current value is 1.30%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CFIPX: 1.30%
Expense ratio chart for TEPLX: current value is 1.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TEPLX: 1.05%

Risk-Adjusted Performance

TEPLX vs. CFIPX — Risk-Adjusted Performance Rank

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

TEPLX
The Risk-Adjusted Performance Rank of TEPLX is 2626
Overall Rank
The Sharpe Ratio Rank of TEPLX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of TEPLX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of TEPLX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of TEPLX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of TEPLX is 2626
Martin Ratio Rank

CFIPX
The Risk-Adjusted Performance Rank of CFIPX is 6060
Overall Rank
The Sharpe Ratio Rank of CFIPX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of CFIPX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of CFIPX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of CFIPX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of CFIPX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TEPLX vs. CFIPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and Franklin Global Equity Fund (CFIPX). 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.


The chart of Sharpe ratio for TEPLX, currently valued at 0.05, compared to the broader market-1.000.001.002.003.00
TEPLX: 0.05
CFIPX: 0.56
The chart of Sortino ratio for TEPLX, currently valued at 0.19, compared to the broader market-2.000.002.004.006.008.00
TEPLX: 0.19
CFIPX: 0.88
The chart of Omega ratio for TEPLX, currently valued at 1.03, compared to the broader market0.501.001.502.002.503.00
TEPLX: 1.03
CFIPX: 1.13
The chart of Calmar ratio for TEPLX, currently valued at 0.06, compared to the broader market0.002.004.006.008.0010.00
TEPLX: 0.06
CFIPX: 0.57
The chart of Martin ratio for TEPLX, currently valued at 0.23, compared to the broader market0.0010.0020.0030.0040.0050.00
TEPLX: 0.23
CFIPX: 2.10

The current TEPLX Sharpe Ratio is 0.05, which is lower than the CFIPX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of TEPLX and CFIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.05
0.56
TEPLX
CFIPX

Dividends

TEPLX vs. CFIPX - Dividend Comparison

TEPLX's dividend yield for the trailing twelve months is around 1.10%, more than CFIPX's 0.67% yield.


TTM20242023202220212020201920182017201620152014
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%
CFIPX
Franklin Global Equity Fund
0.67%0.66%0.99%1.85%0.82%0.73%1.19%1.43%0.77%1.52%1.01%1.02%

Drawdowns

TEPLX vs. CFIPX - Drawdown Comparison

The maximum TEPLX drawdown since its inception was -63.59%, roughly equal to the maximum CFIPX drawdown of -66.61%. Use the drawdown chart below to compare losses from any high point for TEPLX and CFIPX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-5.83%
-7.91%
TEPLX
CFIPX

Volatility

TEPLX vs. CFIPX - Volatility Comparison

The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 11.92%, while Franklin Global Equity Fund (CFIPX) has a volatility of 13.00%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than CFIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.92%
13.00%
TEPLX
CFIPX