TGIGX vs. FLBL
Compare and contrast key facts about TCW Relative Value Dividend Appreciation Fund (TGIGX) and Franklin Liberty Senior Loan ETF (FLBL).
TGIGX is managed by TCW. It was launched on Sep 19, 1986. FLBL is an actively managed fund by Franklin Templeton. It was launched on May 30, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGIGX or FLBL.
Correlation
The correlation between TGIGX and FLBL is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TGIGX vs. FLBL - Performance Comparison
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Key characteristics
TGIGX:
-0.21
FLBL:
1.53
TGIGX:
0.25
FLBL:
2.18
TGIGX:
1.08
FLBL:
1.49
TGIGX:
0.18
FLBL:
1.55
TGIGX:
0.21
FLBL:
10.10
TGIGX:
2.43%
FLBL:
0.60%
TGIGX:
3.41%
FLBL:
3.95%
TGIGX:
-63.87%
FLBL:
-19.52%
TGIGX:
-2.49%
FLBL:
0.00%
Returns By Period
TGIGX
0.00%
0.00%
0.00%
-0.93%
14.10%
4.73%
FLBL
1.19%
2.89%
2.16%
6.01%
6.80%
N/A
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TGIGX vs. FLBL - Expense Ratio Comparison
TGIGX has a 0.90% expense ratio, which is higher than FLBL's 0.45% expense ratio.
Risk-Adjusted Performance
TGIGX vs. FLBL — Risk-Adjusted Performance Rank
TGIGX
FLBL
TGIGX vs. FLBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Relative Value Dividend Appreciation Fund (TGIGX) and Franklin Liberty Senior Loan ETF (FLBL). 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.
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Dividends
TGIGX vs. FLBL - Dividend Comparison
TGIGX's dividend yield for the trailing twelve months is around 2.75%, less than FLBL's 7.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGIGX TCW Relative Value Dividend Appreciation Fund | 2.75% | 3.15% | 1.42% | 1.90% | 1.55% | 2.12% | 2.08% | 2.30% | 2.27% | 1.59% | 1.46% | 1.29% |
FLBL Franklin Liberty Senior Loan ETF | 7.37% | 8.05% | 8.37% | 5.53% | 3.57% | 3.22% | 3.97% | 2.21% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TGIGX vs. FLBL - Drawdown Comparison
The maximum TGIGX drawdown since its inception was -63.87%, which is greater than FLBL's maximum drawdown of -19.52%. Use the drawdown chart below to compare losses from any high point for TGIGX and FLBL. For additional features, visit the drawdowns tool.
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Volatility
TGIGX vs. FLBL - Volatility Comparison
The current volatility for TCW Relative Value Dividend Appreciation Fund (TGIGX) is 0.00%, while Franklin Liberty Senior Loan ETF (FLBL) has a volatility of 1.14%. This indicates that TGIGX experiences smaller price fluctuations and is considered to be less risky than FLBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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