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FKGRX vs. FDFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FKGRX vs. FDFIX

Last updated May 17, 2025

Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Fidelity Flex 500 Index Fund (FDFIX).

FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or FDFIX.

Correlation

The correlation between FKGRX and FDFIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

FKGRX vs. FDFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Growth Fund (FKGRX) and Fidelity Flex 500 Index Fund (FDFIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FKGRX:

0.39

FDFIX:

0.72

Sortino Ratio

FKGRX:

0.77

FDFIX:

1.20

Omega Ratio

FKGRX:

1.11

FDFIX:

1.18

Calmar Ratio

FKGRX:

0.46

FDFIX:

0.81

Martin Ratio

FKGRX:

1.65

FDFIX:

3.10

Ulcer Index

FKGRX:

5.50%

FDFIX:

4.88%

Daily Std Dev

FKGRX:

20.74%

FDFIX:

19.63%

Max Drawdown

FKGRX:

-59.01%

FDFIX:

-33.77%

Current Drawdown

FKGRX:

-2.98%

FDFIX:

-2.71%

Returns By Period

In the year-to-date period, FKGRX achieves a 2.27% return, which is significantly higher than FDFIX's 1.79% return.

FKGRX

YTD

2.27%

1M

13.82%

6M

1.03%

1Y

7.95%

5Y*

14.02%

10Y*

12.02%

FDFIX

YTD

1.79%

1M

13.06%

6M

2.17%

1Y

13.96%

5Y*

17.59%

10Y*

N/A

*Annualized

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FKGRX vs. FDFIX - Expense Ratio Comparison

FKGRX has a 0.79% expense ratio, which is higher than FDFIX's 0.00% expense ratio.

FKGRX
Franklin Growth Fund
FDFIX
Fidelity Flex 500 Index Fund

Risk-Adjusted Performance

FKGRX vs. FDFIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FKGRX
The Risk-Adjusted Performance Rank of FKGRX is 4848
Overall Rank
The Sharpe Ratio Rank of FKGRX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of FKGRX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FKGRX is 4545
Omega Ratio Rank
The Calmar Ratio Rank of FKGRX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of FKGRX is 4848
Martin Ratio Rank
FDFIX
The Risk-Adjusted Performance Rank of FDFIX is 7373
Overall Rank
The Sharpe Ratio Rank of FDFIX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FDFIX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FDFIX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FDFIX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of FDFIX is 7272
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FKGRX vs. FDFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Fidelity Flex 500 Index Fund (FDFIX). 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.

The current FKGRX Sharpe Ratio is 0.39, which is lower than the FDFIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of FKGRX and FDFIX, 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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Dividends

FKGRX vs. FDFIX - Dividend Comparison

FKGRX's dividend yield for the trailing twelve months is around 0.04%, less than FDFIX's 1.26% yield.

TTM20242023202220212020201920182017201620152014
FKGRX
Franklin Growth Fund		0.04%0.04%0.18%0.00%0.00%0.14%0.41%0.49%0.38%0.51%0.65%0.25%
FDFIX
Fidelity Flex 500 Index Fund		1.26%1.26%1.48%1.70%1.18%1.52%1.78%1.81%0.85%0.00%0.00%0.00%

Drawdowns

FKGRX vs. FDFIX - Drawdown Comparison

The maximum FKGRX drawdown since its inception was -59.01%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for FKGRX and FDFIX. For additional features, visit the drawdowns tool.

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Volatility

FKGRX vs. FDFIX - Volatility Comparison

Franklin Growth Fund (FKGRX) has a higher volatility of 5.81% compared to Fidelity Flex 500 Index Fund (FDFIX) at 5.46%. This indicates that FKGRX's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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