PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
TEPLX vs. CFIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.8

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.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-5.02%
3.41%
TEPLX
CFIPX

Key characteristics

Sharpe Ratio

TEPLX:

0.42

CFIPX:

1.67

Sortino Ratio

TEPLX:

0.65

CFIPX:

2.22

Omega Ratio

TEPLX:

1.08

CFIPX:

1.30

Calmar Ratio

TEPLX:

0.63

CFIPX:

2.47

Martin Ratio

TEPLX:

1.96

CFIPX:

8.19

Ulcer Index

TEPLX:

2.60%

CFIPX:

2.75%

Daily Std Dev

TEPLX:

12.11%

CFIPX:

13.52%

Max Drawdown

TEPLX:

-63.59%

CFIPX:

-66.61%

Current Drawdown

TEPLX:

-6.30%

CFIPX:

-5.51%

Returns By Period

In the year-to-date period, TEPLX achieves a 0.31% return, which is significantly lower than CFIPX's 1.85% return. Over the past 10 years, TEPLX has underperformed CFIPX with an annualized return of 2.68%, while CFIPX has yielded a comparatively higher 7.88% annualized return.


TEPLX

YTD

0.31%

1M

-2.92%

6M

-5.80%

1Y

5.01%

5Y*

4.16%

10Y*

2.68%

CFIPX

YTD

1.85%

1M

-4.17%

6M

3.41%

1Y

22.97%

5Y*

9.50%

10Y*

7.88%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TEPLX vs. CFIPX - Expense Ratio Comparison

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


CFIPX
Franklin Global Equity Fund
Expense ratio chart for CFIPX: current value at 1.30% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.30%
Expense ratio chart for TEPLX: current value at 1.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%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 4141
Overall Rank
The Sharpe Ratio Rank of TEPLX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of TEPLX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of TEPLX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of TEPLX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of TEPLX is 4141
Martin Ratio Rank

CFIPX
The Risk-Adjusted Performance Rank of CFIPX is 8787
Overall Rank
The Sharpe Ratio Rank of CFIPX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of CFIPX is 8686
Sortino Ratio Rank
The Omega Ratio Rank of CFIPX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of CFIPX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of CFIPX is 8585
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.


Sharpe ratio
The chart of Sharpe ratio for TEPLX, currently valued at 0.41, compared to the broader market-1.000.001.002.003.004.000.411.67
The chart of Sortino ratio for TEPLX, currently valued at 0.64, compared to the broader market0.002.004.006.008.0010.000.642.22
The chart of Omega ratio for TEPLX, currently valued at 1.08, compared to the broader market1.002.003.001.081.30
The chart of Calmar ratio for TEPLX, currently valued at 0.62, compared to the broader market0.005.0010.0015.000.622.47
The chart of Martin ratio for TEPLX, currently valued at 1.91, compared to the broader market0.0020.0040.0060.001.918.19
TEPLX
CFIPX

The current TEPLX Sharpe Ratio is 0.42, which is lower than the CFIPX Sharpe Ratio of 1.67. 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 Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
0.41
1.67
TEPLX
CFIPX

Dividends

TEPLX vs. CFIPX - Dividend Comparison

TEPLX's dividend yield for the trailing twelve months is around 1.11%, more than CFIPX's 0.65% yield.


TTM20242023202220212020201920182017201620152014
TEPLX
Templeton Growth Fund, Inc.
1.11%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
0.65%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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-6.30%
-5.51%
TEPLX
CFIPX

Volatility

TEPLX vs. CFIPX - Volatility Comparison

The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 4.05%, while Franklin Global Equity Fund (CFIPX) has a volatility of 5.65%. 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%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember2025
4.05%
5.65%
TEPLX
CFIPX
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab