TZINX vs. GMOM
Compare and contrast key facts about Templeton Global Balanced Fund (TZINX) and Cambria Global Momentum ETF (GMOM).
TZINX is managed by Franklin Templeton. It was launched on Jun 30, 2005. GMOM is an actively managed fund by Cambria. It was launched on Nov 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TZINX or GMOM.
Correlation
The correlation between TZINX and GMOM is 0.55, 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
TZINX vs. GMOM - Performance Comparison
Key characteristics
TZINX:
0.35
GMOM:
0.59
TZINX:
0.55
GMOM:
0.90
TZINX:
1.07
GMOM:
1.11
TZINX:
0.23
GMOM:
0.52
TZINX:
1.20
GMOM:
3.08
TZINX:
2.68%
GMOM:
2.86%
TZINX:
9.22%
GMOM:
15.03%
TZINX:
-34.29%
GMOM:
-25.02%
TZINX:
-8.37%
GMOM:
-7.48%
Returns By Period
In the year-to-date period, TZINX achieves a 0.42% return, which is significantly lower than GMOM's 0.46% return. Over the past 10 years, TZINX has underperformed GMOM with an annualized return of 1.10%, while GMOM has yielded a comparatively higher 3.56% annualized return.
TZINX
0.42%
-2.40%
-2.68%
3.21%
-0.13%
1.10%
GMOM
0.46%
-3.25%
-1.88%
8.18%
4.69%
3.56%
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TZINX vs. GMOM - Expense Ratio Comparison
TZINX has a 0.95% expense ratio, which is lower than GMOM's 0.96% expense ratio.
Risk-Adjusted Performance
TZINX vs. GMOM — Risk-Adjusted Performance Rank
TZINX
GMOM
TZINX vs. GMOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Balanced Fund (TZINX) and Cambria Global Momentum ETF (GMOM). 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
TZINX vs. GMOM - Dividend Comparison
TZINX's dividend yield for the trailing twelve months is around 5.38%, more than GMOM's 2.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TZINX Templeton Global Balanced Fund | 5.38% | 5.40% | 3.68% | 3.52% | 2.41% | 2.11% | 4.44% | 4.57% | 2.82% | 1.10% | 4.36% | 5.75% |
GMOM Cambria Global Momentum ETF | 2.14% | 2.15% | 3.63% | 2.51% | 3.42% | 1.24% | 2.60% | 1.90% | 2.05% | 1.77% | 1.88% | 1.09% |
Drawdowns
TZINX vs. GMOM - Drawdown Comparison
The maximum TZINX drawdown since its inception was -34.29%, which is greater than GMOM's maximum drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for TZINX and GMOM. For additional features, visit the drawdowns tool.
Volatility
TZINX vs. GMOM - Volatility Comparison
The current volatility for Templeton Global Balanced Fund (TZINX) is 2.70%, while Cambria Global Momentum ETF (GMOM) has a volatility of 4.24%. This indicates that TZINX experiences smaller price fluctuations and is considered to be less risky than GMOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.