EMO vs. FISCX
Compare and contrast key facts about ClearBridge Energy Midstream Opportunity Fund (EMO) and Franklin Convertible Securities Fund (FISCX).
EMO is an actively managed fund by Franklin Templeton. It was launched on Jun 10, 2011. FISCX is managed by Franklin Templeton. It was launched on Apr 14, 1987.
Performance
EMO vs. FISCX - Performance Comparison
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EMO vs. FISCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMO ClearBridge Energy Midstream Opportunity Fund | 20.88% | 7.38% | 44.45% | 31.76% | 40.13% | 74.70% | -64.47% | 19.60% | -25.73% | 0.07% |
FISCX Franklin Convertible Securities Fund | -3.19% | 13.63% | 16.62% | 9.96% | -15.95% | -5.70% | 46.28% | 33.99% | 4.15% | 17.98% |
Returns By Period
In the year-to-date period, EMO achieves a 20.88% return, which is significantly higher than FISCX's -3.19% return. Over the past 10 years, EMO has underperformed FISCX with an annualized return of 9.52%, while FISCX has yielded a comparatively higher 11.24% annualized return.
EMO
- 1D
- -0.92%
- 1M
- 2.78%
- YTD
- 20.88%
- 6M
- 23.15%
- 1Y
- 19.30%
- 3Y*
- 34.99%
- 5Y*
- 33.19%
- 10Y*
- 9.52%
FISCX
- 1D
- -0.82%
- 1M
- -4.91%
- YTD
- -3.19%
- 6M
- -0.23%
- 1Y
- 13.11%
- 3Y*
- 10.67%
- 5Y*
- 1.92%
- 10Y*
- 11.24%
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EMO vs. FISCX - Expense Ratio Comparison
EMO has a 13.90% expense ratio, which is higher than FISCX's 0.83% expense ratio.
Return for Risk
EMO vs. FISCX — Risk / Return Rank
EMO
FISCX
EMO vs. FISCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Energy Midstream Opportunity Fund (EMO) and Franklin Convertible Securities Fund (FISCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EMO | FISCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.06 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.50 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.51 | -0.45 |
Martin ratioReturn relative to average drawdown | 3.23 | 6.28 | -3.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMO | FISCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.06 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.16 | +1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.84 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.78 | -0.66 |
Correlation
The correlation between EMO and FISCX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EMO vs. FISCX - Dividend Comparison
EMO's dividend yield for the trailing twelve months is around 8.11%, less than FISCX's 10.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMO ClearBridge Energy Midstream Opportunity Fund | 8.11% | 9.41% | 7.16% | 6.79% | 6.71% | 6.71% | 15.82% | 10.94% | 16.39% | 10.85% | 9.76% | 11.88% |
FISCX Franklin Convertible Securities Fund | 10.23% | 9.94% | 4.87% | 2.22% | 8.70% | 8.10% | 11.30% | 16.05% | 7.09% | 7.68% | 4.62% | 4.68% |
Drawdowns
EMO vs. FISCX - Drawdown Comparison
The maximum EMO drawdown since its inception was -95.06%, which is greater than FISCX's maximum drawdown of -49.16%. Use the drawdown chart below to compare losses from any high point for EMO and FISCX.
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Drawdown Indicators
| EMO | FISCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.06% | -49.16% | -45.90% |
Max Drawdown (1Y)Largest decline over 1 year | -18.81% | -7.45% | -11.36% |
Max Drawdown (5Y)Largest decline over 5 years | -28.59% | -34.37% | +5.78% |
Max Drawdown (10Y)Largest decline over 10 years | -93.02% | -34.37% | -58.65% |
Current DrawdownCurrent decline from peak | -2.55% | -6.38% | +3.83% |
Average DrawdownAverage peak-to-trough decline | -32.27% | -6.93% | -25.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 1.79% | +4.43% |
Volatility
EMO vs. FISCX - Volatility Comparison
ClearBridge Energy Midstream Opportunity Fund (EMO) and Franklin Convertible Securities Fund (FISCX) have volatilities of 4.63% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMO | FISCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.43% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 8.34% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.39% | 12.13% | +9.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.78% | 12.44% | +14.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.41% | 13.42% | +27.99% |