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TEPLX vs. CFIPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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TEPLX vs. CFIPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TEPLX
Templeton Growth Fund, Inc.
-8.36%23.40%5.41%20.98%-11.71%5.13%5.74%14.85%-14.68%17.80%
CFIPX
Franklin Global Equity Fund
-5.00%23.21%24.28%23.03%-16.36%24.76%13.34%30.63%-12.16%23.69%

Returns By Period

In the year-to-date period, TEPLX achieves a -8.36% return, which is significantly lower than CFIPX's -5.00% return. Over the past 10 years, TEPLX has underperformed CFIPX with an annualized return of 6.20%, while CFIPX has yielded a comparatively higher 12.61% annualized return.


TEPLX

1D
-0.23%
1M
-11.34%
YTD
-8.36%
6M
-5.26%
1Y
11.77%
3Y*
9.59%
5Y*
5.17%
10Y*
6.20%

CFIPX

1D
-0.33%
1M
-7.68%
YTD
-5.00%
6M
-1.63%
1Y
19.21%
3Y*
18.74%
5Y*
11.49%
10Y*
12.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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.


Return for Risk

TEPLX vs. CFIPX — Risk / Return Rank

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

TEPLX
TEPLX Risk / Return Rank: 3030
Overall Rank
TEPLX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
TEPLX Sortino Ratio Rank: 3232
Sortino Ratio Rank
TEPLX Omega Ratio Rank: 3030
Omega Ratio Rank
TEPLX Calmar Ratio Rank: 2828
Calmar Ratio Rank
TEPLX Martin Ratio Rank: 3030
Martin Ratio Rank

CFIPX
CFIPX Risk / Return Rank: 7070
Overall Rank
CFIPX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
CFIPX Sortino Ratio Rank: 6969
Sortino Ratio Rank
CFIPX Omega Ratio Rank: 6969
Omega Ratio Rank
CFIPX Calmar Ratio Rank: 6565
Calmar Ratio Rank
CFIPX Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TEPLX vs. CFIPX - Risk-Adjusted Trends 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.


TEPLXCFIPXDifference

Sharpe ratio

Return per unit of total volatility

0.71

1.16

-0.46

Sortino ratio

Return per unit of downside risk

1.09

1.70

-0.62

Omega ratio

Gain probability vs. loss probability

1.15

1.26

-0.11

Calmar ratio

Return relative to maximum drawdown

0.79

1.48

-0.69

Martin ratio

Return relative to average drawdown

3.24

7.64

-4.40

TEPLX vs. CFIPX - Sharpe Ratio Comparison

The current TEPLX Sharpe Ratio is 0.71, which is lower than the CFIPX Sharpe Ratio of 1.16. 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.


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Sharpe Ratios by Period


TEPLXCFIPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.71

1.16

-0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.72

-0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.73

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.34

+0.12

Correlation

The correlation between TEPLX and CFIPX is 0.82, 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

TEPLX vs. CFIPX - Dividend Comparison

TEPLX's dividend yield for the trailing twelve months is around 15.70%, more than CFIPX's 6.75% yield.


TTM20252024202320222021202020192018201720162015
TEPLX
Templeton Growth Fund, Inc.
15.70%14.39%2.97%1.13%0.91%1.70%0.98%5.40%12.87%1.79%1.43%1.63%
CFIPX
Franklin Global Equity Fund
6.75%6.41%3.49%0.99%4.99%8.99%0.73%13.31%7.86%0.77%1.52%1.01%

Drawdowns

TEPLX vs. CFIPX - Drawdown Comparison

The maximum TEPLX drawdown since its inception was -61.23%, roughly equal to the maximum CFIPX drawdown of -62.70%. Use the drawdown chart below to compare losses from any high point for TEPLX and CFIPX.


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Drawdown Indicators


TEPLXCFIPXDifference

Max Drawdown

Largest peak-to-trough decline

-61.23%

-62.70%

+1.47%

Max Drawdown (1Y)

Largest decline over 1 year

-12.33%

-11.82%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-26.64%

-24.44%

-2.20%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

-33.98%

-1.82%

Current Drawdown

Current decline from peak

-12.33%

-8.28%

-4.05%

Average Drawdown

Average peak-to-trough decline

-9.16%

-16.50%

+7.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.01%

2.29%

+0.72%

Volatility

TEPLX vs. CFIPX - Volatility Comparison

Templeton Growth Fund, Inc. (TEPLX) has a higher volatility of 5.96% compared to Franklin Global Equity Fund (CFIPX) at 4.40%. This indicates that TEPLX's price experiences larger fluctuations and is considered to be riskier than CFIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TEPLXCFIPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.96%

4.40%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

10.34%

8.99%

+1.35%

Volatility (1Y)

Calculated over the trailing 1-year period

16.66%

16.89%

-0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.25%

16.08%

-0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.26%

17.23%

-1.97%