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FHRRX vs. FKGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FHRRX vs. FKGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin High Income Fund (FHRRX) and Franklin Growth Fund (FKGRX). The values are adjusted to include any dividend payments, if applicable.

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FHRRX vs. FKGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FHRRX
Franklin High Income Fund
-1.19%7.51%8.12%14.21%-9.60%5.78%6.49%15.26%-3.45%7.02%
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, FHRRX achieves a -1.19% return, which is significantly higher than FKGRX's -5.57% return. Over the past 10 years, FHRRX has underperformed FKGRX with an annualized return of 6.46%, while FKGRX has yielded a comparatively higher 12.88% annualized return.


FHRRX

1D
0.58%
1M
-1.70%
YTD
-1.19%
6M
0.51%
1Y
6.85%
3Y*
7.99%
5Y*
4.38%
10Y*
6.46%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FHRRX vs. FKGRX - Expense Ratio Comparison

FHRRX has a 0.50% expense ratio, which is lower than FKGRX's 0.79% expense ratio.


Return for Risk

FHRRX vs. FKGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FHRRX
FHRRX Risk / Return Rank: 8484
Overall Rank
FHRRX Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
FHRRX Sortino Ratio Rank: 7373
Sortino Ratio Rank
FHRRX Omega Ratio Rank: 9494
Omega Ratio Rank
FHRRX Calmar Ratio Rank: 8787
Calmar Ratio Rank
FHRRX Martin Ratio Rank: 9191
Martin Ratio Rank

FKGRX
FKGRX Risk / Return Rank: 4545
Overall Rank
FKGRX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
FKGRX Sortino Ratio Rank: 4242
Sortino Ratio Rank
FKGRX Omega Ratio Rank: 3838
Omega Ratio Rank
FKGRX Calmar Ratio Rank: 5656
Calmar Ratio Rank
FKGRX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FHRRX vs. FKGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHRRX) 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.


FHRRXFKGRXDifference

Sharpe ratio

Return per unit of total volatility

1.41

0.83

+0.58

Sortino ratio

Return per unit of downside risk

1.92

1.34

+0.59

Omega ratio

Gain probability vs. loss probability

1.50

1.19

+0.32

Calmar ratio

Return relative to maximum drawdown

2.36

1.39

+0.97

Martin ratio

Return relative to average drawdown

11.11

5.21

+5.90

FHRRX vs. FKGRX - Sharpe Ratio Comparison

The current FHRRX Sharpe Ratio is 1.41, which is higher than the FKGRX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FHRRX and FKGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FHRRXFKGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

0.83

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.39

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

0.66

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.69

-0.02

Correlation

The correlation between FHRRX and FKGRX is 0.37, 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

FHRRX vs. FKGRX - Dividend Comparison

FHRRX's dividend yield for the trailing twelve months is around 6.13%, less than FKGRX's 15.22% yield.


TTM20252024202320222021202020192018201720162015
FHRRX
Franklin High Income Fund
6.13%4.91%6.63%6.36%6.28%5.09%5.48%5.71%6.36%5.74%6.14%7.53%
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

FHRRX vs. FKGRX - Drawdown Comparison

The maximum FHRRX drawdown since its inception was -21.17%, smaller than the maximum FKGRX drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for FHRRX and FKGRX.


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Drawdown Indicators


FHRRXFKGRXDifference

Max Drawdown

Largest peak-to-trough decline

-21.17%

-51.08%

+29.91%

Max Drawdown (1Y)

Largest decline over 1 year

-2.91%

-11.48%

+8.57%

Max Drawdown (5Y)

Largest decline over 5 years

-14.02%

-32.22%

+18.20%

Max Drawdown (10Y)

Largest decline over 10 years

-20.48%

-32.52%

+12.04%

Current Drawdown

Current decline from peak

-1.75%

-8.62%

+6.87%

Average Drawdown

Average peak-to-trough decline

-2.89%

-6.76%

+3.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.62%

3.05%

-2.43%

Volatility

FHRRX vs. FKGRX - Volatility Comparison

The current volatility for Franklin High Income Fund (FHRRX) is 1.91%, while Franklin Growth Fund (FKGRX) has a volatility of 5.85%. This indicates that FHRRX 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


FHRRXFKGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.91%

5.85%

-3.94%

Volatility (6M)

Calculated over the trailing 6-month period

3.08%

10.49%

-7.41%

Volatility (1Y)

Calculated over the trailing 1-year period

4.88%

18.91%

-14.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.87%

19.62%

-13.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.30%

19.50%

-13.20%