TEPLX vs. FZROX
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and Fidelity ZERO Total Market Index Fund (FZROX).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEPLX or FZROX.
Key characteristics
| TEPLX | FZROX | |
|---|---|---|
| YTD Return | 8.81% | 26.23% |
| 1Y Return | 17.70% | 35.29% |
| 3Y Return (Ann) | 4.53% | 8.99% |
| 5Y Return (Ann) | 5.02% | 15.26% |
| Sharpe Ratio | 1.69 | 3.03 |
| Sortino Ratio | 2.36 | 4.04 |
| Omega Ratio | 1.30 | 1.57 |
| Calmar Ratio | 1.66 | 4.48 |
| Martin Ratio | 10.01 | 19.61 |
| Ulcer Index | 2.04% | 1.96% |
| Daily Std Dev | 12.09% | 12.66% |
| Max Drawdown | -63.59% | -34.96% |
| Current Drawdown | -1.84% | -0.43% |
Correlation
The correlation between TEPLX and FZROX is 0.86, 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. FZROX - Performance Comparison
In the year-to-date period, TEPLX achieves a 8.81% return, which is significantly lower than FZROX's 26.23% 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. FZROX - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
TEPLX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and Fidelity ZERO Total Market Index Fund (FZROX). 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. FZROX - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 1.04%, less than FZROX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEPLX Templeton Growth Fund, Inc. | 1.04% | 1.13% | 0.91% | 1.70% | 0.98% | 2.06% | 2.15% | 1.79% | 1.43% | 1.63% | 2.81% | 1.22% |
FZROX Fidelity ZERO Total Market Index Fund | 1.08% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TEPLX vs. FZROX - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -63.59%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for TEPLX and FZROX. For additional features, visit the drawdowns tool.
Volatility
TEPLX vs. FZROX - Volatility Comparison
The current volatility for Templeton Growth Fund, Inc. (TEPLX) is 3.37%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 3.93%. This indicates that TEPLX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.