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CEVZX vs TEPLX

Both CEVZX and TEPLX are mutual funds. CEVZX has a higher 5-year return than TEPLX (12.51% vs 8.25%). CEVZX has a lower expense ratio than TEPLX (0.9% vs 1.06%). Below is the comparison between CEVZX and TEPLX.

CEVZX TEPLX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets $165.20M $9.39B
Expense Ratio 0.90% 1.06%
Management Style active active
Dividend Yield 1.50% 0.89%
Minimum Investment N/A $3,000.00
YTD Return 16.59% 10.20%
1-Year Return 8.09% 5.00%
3-Year Return 10.87% 4.41%
5-Year Return 12.51% 8.25%
10-Year Return 9.84% 6.60%

CEVZX description

The Fund seeks long-term capital appreciation and income. The Fund will invest primarily in equity securities that provide income, offer the opportunity for long-term capital appreciation, or both.

CEVZX performance & returns

YTD Return 16.59%
1-Month Return 1.04%
3-Month Return 8.09%
1-Year Return 8.09%
3-Year Return 10.87%
5-Year Return 12.51%
10-Year Return 9.84%
CEVZX expense ratio is 0.9%.

CEVZX holdings

Top 10 Holdings (21.95% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.20%
Johnson & Johnson JNJ 3.08%
ITOCHU Corp 8001 2.16%
The Home Depot Inc HD 2.15%
Bank of America Corp BAC 2.02%
Target Corp TGT 2.00%
Mondelez International Inc Class A MDLZ 1.87%
Philip Morris International Inc PM 1.84%
Broadcom Inc AVGO 1.82%
Norfolk Southern Corp NSC 1.81%

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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 10.20%
1-Month Return 1.60%
3-Month Return 5.00%
1-Year Return 5.00%
3-Year Return 4.41%
5-Year Return 8.25%
10-Year Return 6.60%
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%

Other relevant TEPLX comparisons

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