TZINX vs. IMFL
Compare and contrast key facts about Templeton Global Balanced Fund (TZINX) and Invesco International Developed Dynamic Multifactor ETF (IMFL).
TZINX is managed by Franklin Templeton. It was launched on Jun 30, 2005. IMFL is a passively managed fund by Invesco that tracks the performance of the FTSE Developed ex US Invesco Dynamic Multifactor Index. It was launched on Feb 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TZINX or IMFL.
Correlation
The correlation between TZINX and IMFL is 0.81, 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
TZINX vs. IMFL - Performance Comparison
Key characteristics
TZINX:
0.35
IMFL:
-0.21
TZINX:
0.55
IMFL:
-0.20
TZINX:
1.07
IMFL:
0.98
TZINX:
0.23
IMFL:
-0.28
TZINX:
1.20
IMFL:
-0.68
TZINX:
2.68%
IMFL:
4.39%
TZINX:
9.22%
IMFL:
14.07%
TZINX:
-34.29%
IMFL:
-33.25%
TZINX:
-8.37%
IMFL:
-10.57%
Returns By Period
In the year-to-date period, TZINX achieves a 0.42% return, which is significantly higher than IMFL's -0.60% return.
TZINX
0.42%
-2.40%
-2.68%
3.21%
-0.13%
1.10%
IMFL
-0.60%
-4.36%
-7.94%
-3.12%
N/A
N/A
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TZINX vs. IMFL - Expense Ratio Comparison
TZINX has a 0.95% expense ratio, which is higher than IMFL's 0.34% expense ratio.
Risk-Adjusted Performance
TZINX vs. IMFL — Risk-Adjusted Performance Rank
TZINX
IMFL
TZINX vs. IMFL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Balanced Fund (TZINX) and Invesco International Developed Dynamic Multifactor ETF (IMFL). 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. IMFL - Dividend Comparison
TZINX's dividend yield for the trailing twelve months is around 5.38%, more than IMFL's 3.58% 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% |
IMFL Invesco International Developed Dynamic Multifactor ETF | 3.58% | 3.56% | 3.85% | 3.36% | 3.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TZINX vs. IMFL - Drawdown Comparison
The maximum TZINX drawdown since its inception was -34.29%, roughly equal to the maximum IMFL drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for TZINX and IMFL. For additional features, visit the drawdowns tool.
Volatility
TZINX vs. IMFL - Volatility Comparison
The current volatility for Templeton Global Balanced Fund (TZINX) is 2.70%, while Invesco International Developed Dynamic Multifactor ETF (IMFL) has a volatility of 3.60%. This indicates that TZINX experiences smaller price fluctuations and is considered to be less risky than IMFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.