V vs. CFIPX

Last updated Jun 16, 2026

V (Visa Inc.) is a stock, while CFIPX (Franklin Global Equity Fund) is Global Equities fund managed by Franklin Templeton. Over the past 10 years, V returned 16.26%/yr vs 14.31%/yr for CFIPX. A 0.59 correlation means they provide meaningful diversification when combined.

Performance

V vs. CFIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc. (V) and Franklin Global Equity Fund (CFIPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, V achieves a -7.29% return, which is significantly lower than CFIPX's 8.65% return. Over the past 10 years, V has outperformed CFIPX with an annualized return of 16.26%, while CFIPX has yielded a comparatively lower 14.31% annualized return.

V

• 1D: 0.44%
• 1M: -0.59%
• YTD: -7.29%
• 6M: -6.26%
• 1Y: -7.50%
• 3Y*: 13.11%
• 5Y*: 7.92%
• 10Y*: 16.26%

CFIPX

• 1D: 0.52%
• 1M: 1.66%
• YTD: 8.65%
• 6M: 9.11%
• 1Y: 26.06%
• 3Y*: 22.47%
• 5Y*: 12.78%
• 10Y*: 14.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

V vs. CFIPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
V Visa Inc.	-7.29%	11.76%	22.32%	26.31%	-3.40%	-0.31%	17.12%	43.33%	16.49%	47.18%
CFIPX Franklin Global Equity Fund	8.65%	23.21%	24.28%	23.03%	-16.36%	24.76%	13.34%	30.63%	-12.16%	23.69%

Correlation

The correlation between V and CFIPX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.43
Correlation (5Y) Calculated over the trailing 5-year period	0.55
Correlation (10Y) Calculated over the trailing 10-year period	0.60
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008	0.59

Over the past year, the correlation between V and CFIPX has dropped to 0.34 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.

Return for Risk

V vs. CFIPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

V

V Risk / Return Rank: 25
V Sharpe Ratio Rank: 28
V Sortino Ratio Rank: 23
V Omega Ratio Rank: 24
V Calmar Ratio Rank: 27
V Martin Ratio Rank: 23

CFIPX

CFIPX Risk / Return Rank: 70
CFIPX Sharpe Ratio Rank: 66
CFIPX Sortino Ratio Rank: 64
CFIPX Omega Ratio Rank: 59
CFIPX Calmar Ratio Rank: 75
CFIPX Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

V vs. CFIPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc. (V) and Franklin Global Equity Fund (CFIPX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	V	CFIPX	Difference
Sharpe ratio: Return per unit of total volatility	-0.35	2.02	-2.37
Sortino ratio: Return per unit of downside risk	-0.36	2.82	-3.18
Omega ratio: Gain probability vs. loss probability	0.96	1.36	-0.40
Calmar ratio: Return relative to maximum drawdown	-0.44	3.00	-3.44
Martin ratio: Return relative to average drawdown	-0.94	13.57	-14.51

V vs. CFIPX - Sharpe Ratio Comparison

The current V Sharpe Ratio is -0.35, which is lower than the CFIPX Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of V and CFIPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

V vs. CFIPX - Drawdown Comparison

The maximum V drawdown since its inception was -51.90%, smaller than the maximum CFIPX drawdown of -62.70%. Use the drawdown chart below to compare losses from any high point for V and CFIPX.

Drawdown Indicators

	V	CFIPX	Difference
Max Drawdown Largest peak-to-trough decline	-51.90%	-62.70%	+10.80%
Max Drawdown (1Y) Largest decline over 1 year	-17.18%	-8.28%	-8.90%
Max Drawdown (3Y) Largest decline over 3 years	-20.38%	-17.20%	-3.18%
Max Drawdown (5Y) Largest decline over 5 years	-28.60%	-24.44%	-4.16%
Max Drawdown (10Y) Largest decline over 10 years	-36.36%	-33.98%	-2.38%
Current Drawdown Current decline from peak	-12.57%	-0.94%	-11.63%
Average Drawdown Average peak-to-trough decline	-8.27%	-16.41%	+8.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.01%	1.83%	+6.18%

Volatility

V vs. CFIPX - Volatility Comparison

Visa Inc. (V) has a higher volatility of 5.54% compared to Franklin Global Equity Fund (CFIPX) at 4.50%. This indicates that V's price experiences larger fluctuations and is considered to be riskier than CFIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	V	CFIPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.54%	4.50%	+1.04%
Volatility (6M) Calculated over the trailing 6-month period	16.52%	9.86%	+6.66%
Volatility (1Y) Calculated over the trailing 1-year period	21.83%	12.31%	+9.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.82%	16.20%	+6.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.46%	17.28%	+7.18%

Dividends

V vs. CFIPX - Dividend Comparison

V's dividend yield for the trailing twelve months is around 0.80%, less than CFIPX's 5.90% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CFIPX Franklin Global Equity Fund	5.90%	6.41%	3.49%	0.99%	4.99%	8.99%	0.73%	13.31%	7.86%	0.77%	1.52%	1.01%
V Visa Inc.	0.80%	0.70%	0.68%	0.72%	0.76%	0.62%	0.56%	0.56%	0.67%	0.61%	0.75%	0.64%

Frequently Asked Questions

Can I hold both V and CFIPX in my portfolio?

V and CFIPX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, V or CFIPX?

V has higher volatility (5.54%) compared to CFIPX (4.50%). In terms of maximum drawdown, V dropped -51.90% vs CFIPX's -62.70%.

Which has better risk-adjusted returns?

CFIPX currently has the higher Sharpe Ratio (2.02 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.