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Templeton Dragon Fund (TDF) Competitors

Templeton Dragon Fund logo
$10.86 +0.02 (+0.14%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$10.82 -0.04 (-0.41%)
As of 08/14/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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TDF vs. VRTS, TYG, OCSL, GSBD, and FSCO

Should you buy Templeton Dragon Fund stock or one of its competitors? Templeton Dragon Fund's main competitors and comparable companies include Virtus Investment Partners (VRTS), Tortoise Energy Infrastructure (TYG), Oaktree Specialty Lending (OCSL), Goldman Sachs BDC (GSBD), and FS Credit Opportunities (FSCO). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Templeton Dragon Fund compare to Virtus Investment Partners?

Templeton Dragon Fund (NYSE:TDF) and Virtus Investment Partners (NASDAQ:VRTS) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, risk, dividends, profitability, analyst recommendations, earnings and valuation.

47.2% of Templeton Dragon Fund shares are owned by institutional investors. Comparatively, 80.5% of Virtus Investment Partners shares are owned by institutional investors. 6.4% of Virtus Investment Partners shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Virtus Investment Partners has a consensus price target of $145.50, suggesting a potential downside of 13.90%. Given Virtus Investment Partners' stronger consensus rating and higher possible upside, analysts plainly believe Virtus Investment Partners is more favorable than Templeton Dragon Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Templeton Dragon Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Virtus Investment Partners
2 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.80

Virtus Investment Partners has a net margin of 13.42% compared to Templeton Dragon Fund's net margin of 0.00%. Virtus Investment Partners' return on equity of 21.56% beat Templeton Dragon Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Templeton Dragon FundN/A N/A N/A
Virtus Investment Partners 13.42%21.56%5.27%

In the previous week, Templeton Dragon Fund and Templeton Dragon Fund both had 3 articles in the media. Virtus Investment Partners' average media sentiment score of 0.55 beat Templeton Dragon Fund's score of 0.54 indicating that Virtus Investment Partners is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Templeton Dragon Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Virtus Investment Partners
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Templeton Dragon Fund has a beta of 0.41, meaning that its share price is 59% less volatile than the broader market. Comparatively, Virtus Investment Partners has a beta of 1.37, meaning that its share price is 37% more volatile than the broader market.

Templeton Dragon Fund pays an annual dividend of $0.45 per share and has a dividend yield of 4.1%. Virtus Investment Partners pays an annual dividend of $9.60 per share and has a dividend yield of 5.7%. Virtus Investment Partners pays out 54.7% of its earnings in the form of a dividend.

Virtus Investment Partners has higher revenue and earnings than Templeton Dragon Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
Virtus Investment Partners$819.58M1.37$121.75M$17.559.63

Summary

Virtus Investment Partners beats Templeton Dragon Fund on 12 of the 13 factors compared between the two stocks.

How does Templeton Dragon Fund compare to Tortoise Energy Infrastructure?

Templeton Dragon Fund (NYSE:TDF) and Tortoise Energy Infrastructure (NYSE:TYG) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, earnings, dividends, profitability, institutional ownership, risk and valuation.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
Tortoise Energy InfrastructureN/AN/AN/AN/AN/A

47.2% of Templeton Dragon Fund shares are held by institutional investors. Comparatively, 32.5% of Tortoise Energy Infrastructure shares are held by institutional investors. 0.1% of Tortoise Energy Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Templeton Dragon Fund pays an annual dividend of $0.45 per share and has a dividend yield of 4.1%. Tortoise Energy Infrastructure pays an annual dividend of $5.37 per share and has a dividend yield of 12.1%.

Company Net Margins Return on Equity Return on Assets
Templeton Dragon FundN/A N/A N/A
Tortoise Energy Infrastructure N/A N/A N/A

In the previous week, Templeton Dragon Fund had 2 more articles in the media than Tortoise Energy Infrastructure. MarketBeat recorded 3 mentions for Templeton Dragon Fund and 1 mentions for Tortoise Energy Infrastructure. Templeton Dragon Fund's average media sentiment score of 0.54 beat Tortoise Energy Infrastructure's score of -1.00 indicating that Templeton Dragon Fund is being referred to more favorably in the media.

Company Overall Sentiment
Templeton Dragon Fund Positive
Tortoise Energy Infrastructure Negative

Templeton Dragon Fund has a beta of 0.41, indicating that its share price is 59% less volatile than the broader market. Comparatively, Tortoise Energy Infrastructure has a beta of 0.75, indicating that its share price is 25% less volatile than the broader market.

Summary

Templeton Dragon Fund and Tortoise Energy Infrastructure tied by winning 3 of the 6 factors compared between the two stocks.

How does Templeton Dragon Fund compare to Oaktree Specialty Lending?

Templeton Dragon Fund (NYSE:TDF) and Oaktree Specialty Lending (NASDAQ:OCSL) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, valuation, institutional ownership, earnings, analyst recommendations, risk, media sentiment and profitability.

Oaktree Specialty Lending has a consensus target price of $11.83, suggesting a potential downside of 8.83%. Given Oaktree Specialty Lending's stronger consensus rating and higher probable upside, analysts clearly believe Oaktree Specialty Lending is more favorable than Templeton Dragon Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Templeton Dragon Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Oaktree Specialty Lending has a net margin of 14.45% compared to Templeton Dragon Fund's net margin of 0.00%. Oaktree Specialty Lending's return on equity of 9.70% beat Templeton Dragon Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Templeton Dragon FundN/A N/A N/A
Oaktree Specialty Lending 14.45%9.70%4.64%

Templeton Dragon Fund pays an annual dividend of $0.45 per share and has a dividend yield of 4.1%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Oaktree Specialty Lending had 3 more articles in the media than Templeton Dragon Fund. MarketBeat recorded 6 mentions for Oaktree Specialty Lending and 3 mentions for Templeton Dragon Fund. Templeton Dragon Fund's average media sentiment score of 0.54 beat Oaktree Specialty Lending's score of 0.18 indicating that Templeton Dragon Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Templeton Dragon Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

Oaktree Specialty Lending has higher revenue and earnings than Templeton Dragon Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
Oaktree Specialty Lending$316.80M3.61$33.92M$0.4827.04

47.2% of Templeton Dragon Fund shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 0.3% of Oaktree Specialty Lending shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Templeton Dragon Fund has a beta of 0.41, meaning that its stock price is 59% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.49, meaning that its stock price is 51% less volatile than the broader market.

Summary

Oaktree Specialty Lending beats Templeton Dragon Fund on 10 of the 13 factors compared between the two stocks.

How does Templeton Dragon Fund compare to Goldman Sachs BDC?

Templeton Dragon Fund (NYSE:TDF) and Goldman Sachs BDC (NYSE:GSBD) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, dividends, risk, profitability, institutional ownership, earnings, analyst recommendations and valuation.

Templeton Dragon Fund pays an annual dividend of $0.45 per share and has a dividend yield of 4.1%. Goldman Sachs BDC pays an annual dividend of $1.28 per share and has a dividend yield of 13.0%. Goldman Sachs BDC pays out 246.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Goldman Sachs BDC has higher revenue and earnings than Templeton Dragon Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
Goldman Sachs BDC$365.57M3.03$119.27M$0.5218.95

Goldman Sachs BDC has a consensus target price of $8.75, indicating a potential downside of 11.21%. Given Goldman Sachs BDC's stronger consensus rating and higher possible upside, analysts plainly believe Goldman Sachs BDC is more favorable than Templeton Dragon Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Templeton Dragon Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Goldman Sachs BDC
3 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.57

47.2% of Templeton Dragon Fund shares are held by institutional investors. Comparatively, 28.7% of Goldman Sachs BDC shares are held by institutional investors. 0.1% of Goldman Sachs BDC shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Templeton Dragon Fund has a beta of 0.41, suggesting that its stock price is 59% less volatile than the broader market. Comparatively, Goldman Sachs BDC has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

In the previous week, Templeton Dragon Fund had 2 more articles in the media than Goldman Sachs BDC. MarketBeat recorded 3 mentions for Templeton Dragon Fund and 1 mentions for Goldman Sachs BDC. Templeton Dragon Fund's average media sentiment score of 0.54 beat Goldman Sachs BDC's score of 0.44 indicating that Templeton Dragon Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Templeton Dragon Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Goldman Sachs BDC
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Goldman Sachs BDC has a net margin of 17.19% compared to Templeton Dragon Fund's net margin of 0.00%. Goldman Sachs BDC's return on equity of 11.04% beat Templeton Dragon Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Templeton Dragon FundN/A N/A N/A
Goldman Sachs BDC 17.19%11.04%4.62%

Summary

Goldman Sachs BDC beats Templeton Dragon Fund on 9 of the 13 factors compared between the two stocks.

How does Templeton Dragon Fund compare to FS Credit Opportunities?

Templeton Dragon Fund (NYSE:TDF) and FS Credit Opportunities (NYSE:FSCO) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, valuation, media sentiment, earnings, analyst recommendations, institutional ownership, profitability and risk.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
FS Credit Opportunities$163.59M6.35N/AN/AN/A

Templeton Dragon Fund has a beta of 0.41, meaning that its share price is 59% less volatile than the broader market. Comparatively, FS Credit Opportunities has a beta of 0.33, meaning that its share price is 67% less volatile than the broader market.

Templeton Dragon Fund pays an annual dividend of $0.45 per share and has a dividend yield of 4.1%. FS Credit Opportunities pays an annual dividend of $0.76 per share and has a dividend yield of 14.8%.

In the previous week, FS Credit Opportunities had 3 more articles in the media than Templeton Dragon Fund. MarketBeat recorded 6 mentions for FS Credit Opportunities and 3 mentions for Templeton Dragon Fund. FS Credit Opportunities' average media sentiment score of 0.90 beat Templeton Dragon Fund's score of 0.54 indicating that FS Credit Opportunities is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Templeton Dragon Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FS Credit Opportunities
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Company Net Margins Return on Equity Return on Assets
Templeton Dragon FundN/A N/A N/A
FS Credit Opportunities N/A N/A N/A

47.2% of Templeton Dragon Fund shares are owned by institutional investors. Comparatively, 36.4% of FS Credit Opportunities shares are owned by institutional investors. 0.3% of FS Credit Opportunities shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

FS Credit Opportunities beats Templeton Dragon Fund on 5 of the 7 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TDF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TDF vs. The Competition

Export
MetricTempleton Dragon FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$272.47M$5.73B$14.17B$24.33B
Dividend Yield4.16%7.39%5.87%3.68%
P/E RatioN/A38.2529.4030.78
Price / SalesN/A1,270.63517.5424.81
Price / CashN/A48.2837.2632.61
Price / BookN/A3.692.816.82
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance-2.12%0.60%0.77%0.55%
1 Month Performance-0.41%0.76%1.56%2.90%
1 Year Performance2.69%7.79%12.52%19.10%

Templeton Dragon Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TDF
Templeton Dragon Fund
N/A$10.87
+0.1%		N/A+3.0%$272.47MN/AN/A147,000
VRTS
Virtus Investment Partners
3.158 of 5 stars		$162.02
-2.6%		$145.50
-10.2%		-14.9%$1.08B$819.58M9.59770
TYG
Tortoise Energy Infrastructure
N/A$41.87
-1.7%		N/A+2.1%$1.08BN/AN/AN/A
OCSL
Oaktree Specialty Lending
2.1472 of 5 stars		$12.06
-0.6%		$11.83
-1.9%		-4.6%$1.07B$316.80M21.16N/A
GSBD
Goldman Sachs BDC
1.9177 of 5 stars		$8.85
-1.2%		$8.50
-3.9%		-12.4%$1.01B$365.57M13.61N/A

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This page (NYSE:TDF) was last updated on 8/15/2026 by MarketBeat.com Staff.
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