TEPLX vs. PRCOX
Compare and contrast key facts about Templeton Growth Fund, Inc. (TEPLX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
TEPLX is managed by T. Rowe Price. It was launched on Nov 28, 1954. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Performance
TEPLX vs. PRCOX - Performance Comparison
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TEPLX vs. PRCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PRCOX T. Rowe Price U.S. Equity Research Fund | -7.21% | 16.97% | 26.41% | 29.82% | -18.80% | 28.06% | 19.82% | 33.04% | -4.73% | 23.80% |
Returns By Period
In the year-to-date period, TEPLX achieves a -8.36% return, which is significantly lower than PRCOX's -7.21% return. Over the past 10 years, TEPLX has underperformed PRCOX with an annualized return of 6.20%, while PRCOX has yielded a comparatively higher 14.30% 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%
PRCOX
- 1D
- -0.43%
- 1M
- -8.17%
- YTD
- -7.21%
- 6M
- -4.25%
- 1Y
- 14.10%
- 3Y*
- 18.09%
- 5Y*
- 11.91%
- 10Y*
- 14.30%
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TEPLX vs. PRCOX - Expense Ratio Comparison
TEPLX has a 1.05% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Return for Risk
TEPLX vs. PRCOX — Risk / Return Rank
TEPLX
PRCOX
TEPLX vs. PRCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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.
| TEPLX | PRCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.82 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.28 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.95 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.24 | 4.54 | -1.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TEPLX | PRCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.69 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.54 | -0.08 |
Correlation
The correlation between TEPLX and PRCOX is 0.75, 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. PRCOX - Dividend Comparison
TEPLX's dividend yield for the trailing twelve months is around 15.70%, more than PRCOX's 1.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 1.85% | 1.72% | 0.64% | 1.17% | 1.28% | 3.71% | 1.04% | 1.39% | 5.60% | 7.02% | 7.28% | 8.76% |
Drawdowns
TEPLX vs. PRCOX - Drawdown Comparison
The maximum TEPLX drawdown since its inception was -61.23%, which is greater than PRCOX's maximum drawdown of -53.96%. Use the drawdown chart below to compare losses from any high point for TEPLX and PRCOX.
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Drawdown Indicators
| TEPLX | PRCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.23% | -53.96% | -7.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -12.19% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -24.94% | -1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.80% | -34.42% | -1.38% |
Current DrawdownCurrent decline from peak | -12.33% | -9.32% | -3.01% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -9.22% | +0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.63% | +0.38% |
Volatility
TEPLX vs. PRCOX - Volatility Comparison
Templeton Growth Fund, Inc. (TEPLX) has a higher volatility of 5.96% compared to T. Rowe Price U.S. Equity Research Fund (PRCOX) at 4.50%. This indicates that TEPLX's price experiences larger fluctuations and is considered to be riskier than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEPLX | PRCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 4.50% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 8.87% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.66% | 18.14% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 17.27% | -2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.26% | 18.31% | -3.05% |