FKGRX vs. FFIDX

In the year-to-date period, FKGRX achieves a -5.92% return, which is significantly higher than FFIDX's -7.60% return. Over the past 10 years, FKGRX has underperformed FFIDX with an annualized return of 5.20%, while FFIDX has yielded a comparatively higher 8.19% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FKGRX has a 0.79% expense ratio, which is higher than FFIDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Fidelity Fund (FFIDX). 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 -0.17, which is lower than the FFIDX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of FKGRX and FFIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKGRX's dividend yield for the trailing twelve months is around 0.04%, while FFIDX has not paid dividends to shareholders.

The maximum FKGRX drawdown since its inception was -59.01%, which is greater than FFIDX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FKGRX and FFIDX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Growth Fund (FKGRX) is 14.37%, while Fidelity Fund (FFIDX) has a volatility of 15.22%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.