Franklin Small-Mid Cap Growth Fund (FRSGX) Alternatives
Franklin Small-Mid Cap Growth Fund (FRSGX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FRSGX
FRSGX charges 0.85% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among FRSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | FRSGX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | FRSGX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | FRSGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FRSGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FRSGX vs VMGMX |
Best Risk-Adjusted Alternatives to FRSGX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | FRSGX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | FRSGX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | FRSGX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | FRSGX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | FRSGX vs BFGFX |
Top Performing FRSGX Alternatives (YTD)
FRSGX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | FRSGX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | FRSGX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | FRSGX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | FRSGX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | FRSGX vs NEEGX |
Lowest Volatility Alternatives to FRSGX
FRSGX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | FRSGX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | FRSGX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | FRSGX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | FRSGX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | FRSGX vs VSNGX |
Lowest Drawdown Alternatives to FRSGX
FRSGX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | FRSGX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | FRSGX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | FRSGX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | FRSGX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | FRSGX vs VLEQX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 31 | -10.96% | Jan 2, 1968 | FRSGX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 95 | 5.72% | May 18, 1969 | FRSGX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 2.96% | — | FRSGX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 45 | -5.57% | Apr 1, 1948 | FRSGX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 36 | -2.58% | Jan 14, 1987 | FRSGX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 24 | 16.71% | Jun 10, 2011 | FRSGX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | -9.62% | Aug 29, 1997 | FRSGX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 26 | -7.17% | Oct 24, 1983 | FRSGX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 3.03% | Aug 28, 1997 | FRSGX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 48 | -3.71% | Mar 10, 1970 | FRSGX vs SHAPX |
Often Compared With FRSGX
What investors most often compare with FRSGX, based on PortfoliosLab usage data.
Compare FRSGX with Any Fund or Stock
Compare FRSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.