FGBRX vs. FKGRX
Compare and contrast key facts about Templeton Global Bond Fund - Class R (FGBRX) and Franklin Growth Fund (FKGRX).
FGBRX is an actively managed fund by Franklin Templeton. It was launched on Feb 2, 2009. FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948.
Performance
FGBRX vs. FKGRX - Performance Comparison
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FGBRX vs. FKGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGBRX Templeton Global Bond Fund - Class R | -1.05% | 14.81% | -12.18% | 2.18% | -6.40% | -5.30% | -4.65% | 0.38% | 1.01% | 2.10% |
FKGRX Franklin Growth Fund | -5.57% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -3.37% | 26.31% |
Returns By Period
In the year-to-date period, FGBRX achieves a -1.05% return, which is significantly higher than FKGRX's -5.57% return. Over the past 10 years, FGBRX has underperformed FKGRX with an annualized return of -0.54%, while FKGRX has yielded a comparatively higher 12.88% annualized return.
FGBRX
- 1D
- 1.01%
- 1M
- -4.36%
- YTD
- -1.05%
- 6M
- -1.08%
- 1Y
- 8.58%
- 3Y*
- 0.07%
- 5Y*
- -1.43%
- 10Y*
- -0.54%
FKGRX
- 1D
- 3.23%
- 1M
- -5.71%
- YTD
- -5.57%
- 6M
- -4.46%
- 1Y
- 15.13%
- 3Y*
- 14.51%
- 5Y*
- 7.54%
- 10Y*
- 12.88%
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FGBRX vs. FKGRX - Expense Ratio Comparison
FGBRX has a 1.24% expense ratio, which is higher than FKGRX's 0.79% expense ratio.
Return for Risk
FGBRX vs. FKGRX — Risk / Return Rank
FGBRX
FKGRX
FGBRX vs. FKGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Bond Fund - Class R (FGBRX) and Franklin Growth Fund (FKGRX). 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.
| FGBRX | FKGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.83 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.34 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.39 | +0.11 |
Martin ratioReturn relative to average drawdown | 6.23 | 5.21 | +1.02 |
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
| FGBRX | FKGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.83 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.39 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.66 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.69 | -0.49 |
Correlation
The correlation between FGBRX and FKGRX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FGBRX vs. FKGRX - Dividend Comparison
FGBRX's dividend yield for the trailing twelve months is around 5.00%, less than FKGRX's 15.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGBRX Templeton Global Bond Fund - Class R | 5.00% | 4.10% | 5.49% | 3.61% | 4.92% | 5.11% | 4.34% | 5.86% | 6.27% | 3.08% | 2.10% | 2.85% |
FKGRX Franklin Growth Fund | 15.22% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
Drawdowns
FGBRX vs. FKGRX - Drawdown Comparison
The maximum FGBRX drawdown since its inception was -27.46%, smaller than the maximum FKGRX drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for FGBRX and FKGRX.
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Drawdown Indicators
| FGBRX | FKGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.46% | -51.08% | +23.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -11.48% | +5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -19.87% | -32.22% | +12.35% |
Max Drawdown (10Y)Largest decline over 10 years | -27.46% | -32.52% | +5.06% |
Current DrawdownCurrent decline from peak | -17.08% | -8.62% | -8.46% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -6.76% | -1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 3.05% | -1.52% |
Volatility
FGBRX vs. FKGRX - Volatility Comparison
The current volatility for Templeton Global Bond Fund - Class R (FGBRX) is 3.67%, while Franklin Growth Fund (FKGRX) has a volatility of 5.85%. This indicates that FGBRX experiences smaller price fluctuations and is considered to be less risky than FKGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGBRX | FKGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 5.85% | -2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 5.26% | 10.49% | -5.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.66% | 18.91% | -11.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 19.62% | -11.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.30% | 19.50% | -12.20% |