TEPLX vs. CFIPX
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and Franklin Global Equity Fund (CFIPX).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or CFIPX.
Key characteristics
| TEPLX | CFIPX | |
|---|---|---|
| YTD Return | 10.33% | 27.38% |
| 1Y Return | 21.95% | 37.18% |
| 3Y Return (Ann) | 5.03% | 6.06% |
| 5Y Return (Ann) | 5.39% | 10.06% |
| 10Y Return (Ann) | 3.05% | 8.35% |
| Sharpe Ratio | 1.92 | 3.11 |
| Sortino Ratio | 2.66 | 4.15 |
| Omega Ratio | 1.34 | 1.57 |
| Calmar Ratio | 1.63 | 2.94 |
| Martin Ratio | 11.41 | 18.79 |
| Ulcer Index | 2.04% | 2.08% |
| Daily Std Dev | 12.07% | 12.53% |
| Max Drawdown | -63.59% | -66.61% |
| Current Drawdown | -0.46% | 0.00% |
Correlation
The correlation between TEPLX and CFIPX is 0.83, 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. CFIPX - Performance Comparison
In the year-to-date period, TEPLX achieves a 10.33% return, which is significantly lower than CFIPX's 27.38% return. Over the past 10 years, TEPLX has underperformed CFIPX with an annualized return of 3.05%, while CFIPX has yielded a comparatively higher 8.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
TEPLX vs. CFIPX - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.03%, more than CFIPX's 0.77% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 1.03% | 1.13% | 0.91% | 1.70% | 0.98% | 2.06% | 2.15% | 1.79% | 1.43% | 1.63% | 2.81% | 1.22% |
CFIPX Franklin Global Equity Fund | 0.77% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% | 0.71% |
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.
Volatility
TEPLX vs. CFIPX - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 3.38%, while Franklin Global Equity Fund (CFIPX) has a volatility of 3.58%. 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.