Franklin Small Cap Growth Fund Class A (FSGRX) belongs to the Small 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 FSGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSGRX
FSGRX charges 1.04% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | FSGRX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | FSGRX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | FSGRX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FSGRX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FSGRX vs VISGX |
Best Risk-Adjusted Alternatives to FSGRX
FSGRX has a PortfoliosLab risk / return rank of 36. There are 105 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | FSGRX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | FSGRX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | FSGRX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | FSGRX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | FSGRX vs OBMCX |
Top Performing FSGRX Alternatives (YTD)
FSGRX is at 11.88% YTD. There are 130 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | FSGRX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | FSGRX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | FSGRX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | FSGRX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | FSGRX vs OBMCX |
Lowest Volatility Alternatives to FSGRX
FSGRX has 19.13% 1-year volatility. There are 47 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | FSGRX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | FSGRX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | FSGRX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | FSGRX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | FSGRX vs NBGIX |
Lowest Drawdown Alternatives to FSGRX
FSGRX has a 1-year max drawdown of -12.04%. There are 47 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | FSGRX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FSGRX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FSGRX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FSGRX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FSGRX vs RFIMX |
Often Compared With FSGRX
Investors most often compare FSGRX with SMCWX, JATTX, HRSMX. These 5 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 40 | 15.85% | — | Apr 1990 | FSGRX vs SMCWX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 40 | 13.70% | — | Feb 2005 | FSGRX vs JATTX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.43% | — | Jan 2003 | FSGRX vs HRSMX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 40 | 13.76% | — | Feb 2005 | FSGRX vs JANIX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 41 | 13.86% | — | May 2012 | FSGRX vs JGMNX |
Compare FSGRX with Any Fund or Stock
Compare FSGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSGRX with funds that move differently
Franklin Small Cap Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSGRX.
Explore FSGRX Diversifiers