CAMGX vs TEPLX

Both CAMGX and TEPLX are mutual funds. CAMGX has a higher 5-year return than TEPLX (10.3% vs 6.22%). CAMGX has a lower expense ratio than TEPLX (0.88% vs 1.06%). Below is the comparison between CAMGX and TEPLX.

CAMGX TEPLX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Cambiar Funds Franklin Templeton Investments
Net Assets $9.90M $8.69B
Expense Ratio 0.88% 1.06%
Management Style active active
Dividend Yield 0.37% 0.94%
Minimum Investment $3,000.00 $3,000.00
YTD Return 11.74% 6.26%
1-Year Return 0.53% 0.16%
3-Year Return 13.23% 5.04%
5-Year Return 10.30% 6.22%
10-Year Return N/A 7.22%

CAMGX description

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of companies located throughout the world and in any market capitalization. The Fund may invest up to 25% of its assets in securities of companies in "emerging market" countries.

CAMGX performance & returns

YTD Return 11.74%
1-Month Return 1.41%
3-Month Return 0.53%
1-Year Return 0.53%
3-Year Return 13.23%
5-Year Return 10.30%
10-Year Return N/A
CAMGX expense ratio is 0.88%.

CAMGX holdings

Top 10 Holdings (25.43% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 2.74%
Motorola Solutions Inc MSI 2.64%
Amazon.com Inc AMZN 2.62%
Visa Inc Class A V 2.60%
Colgate-Palmolive Co CL 2.59%
Alphabet Inc A GOOGL 2.52%
VMware Inc VMW 2.51%
Prosus NV ADR PROSY 2.51%
Sysco Corp SYY 2.37%
Merck KGaA ADR MKKGY.DE 2.33%

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TEPLX description

The Fund seeks long-term capital growth by investing in the equity securities of companies located anywhere in the world, including emerging markets. It also invests up to 25% of its total assets in debt securities of companies and governments located anywhere in the world.

TEPLX performance & returns

YTD Return 6.26%
1-Month Return 1.25%
3-Month Return 0.16%
1-Year Return 0.16%
3-Year Return 5.04%
5-Year Return 6.22%
10-Year Return 7.22%
TEPLX expense ratio is 1.06%.

TEPLX holdings

Top 10 Holdings (25.82% of Total Assets)

Name Symbol % Assets
Roche Holding AG Dividend Right Cert. ROG 3.61%
Wheaton Precious Metals Corp WPM.TO 3.24%
Samsung Electronics Co Ltd 005930.KS 3.12%
Sanofi SA SAN.PA 2.95%
Verizon Communications Inc VZ 2.26%
E.ON SE EOAN.DE 2.26%
Comcast Corp Class A CMCSA 2.21%
Dollar Tree Inc DLTR 2.16%
Siemens AG SIE.DE 2.05%
Anheuser-Busch InBev SA/NV ABI 1.96%

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