FKGRX vs. FFIDX
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Fidelity Fund (FFIDX).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. FFIDX is managed by Fidelity. It was launched on Apr 30, 1930.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or FFIDX.
Correlation
The correlation between FKGRX and FFIDX is 0.91, 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. FFIDX - Performance Comparison
Key characteristics
FKGRX:
0.64
FFIDX:
1.88
FKGRX:
0.91
FFIDX:
2.48
FKGRX:
1.13
FFIDX:
1.34
FKGRX:
0.35
FFIDX:
2.58
FKGRX:
3.44
FFIDX:
10.11
FKGRX:
2.92%
FFIDX:
2.86%
FKGRX:
15.71%
FFIDX:
15.40%
FKGRX:
-51.50%
FFIDX:
-55.18%
FKGRX:
-20.17%
FFIDX:
-4.19%
Returns By Period
In the year-to-date period, FKGRX achieves a -0.13% return, which is significantly lower than FFIDX's 0.34% return. Over the past 10 years, FKGRX has underperformed FFIDX with an annualized return of 6.45%, while FFIDX has yielded a comparatively higher 13.81% annualized return.
FKGRX
-0.13%
-11.31%
-5.85%
11.38%
3.43%
6.45%
FFIDX
0.34%
-2.87%
3.03%
29.58%
15.82%
13.81%
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FKGRX vs. FFIDX - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than FFIDX's 0.45% expense ratio.
Risk-Adjusted Performance
FKGRX vs. FFIDX - Risk-Adjusted Performance Comparison
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.
Dividends
FKGRX vs. FFIDX - Dividend Comparison
Neither FKGRX nor FFIDX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% |
FFIDX Fidelity Fund | 0.00% | 0.00% | 0.66% | 0.67% | 0.26% | 0.75% | 0.83% | 1.08% | 1.00% | 1.06% | 5.15% | 12.31% |
Drawdowns
FKGRX vs. FFIDX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.50%, smaller than the maximum FFIDX 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.
Volatility
FKGRX vs. FFIDX - Volatility Comparison
Franklin Growth Fund (FKGRX) has a higher volatility of 7.68% compared to Fidelity Fund (FFIDX) at 4.61%. This indicates that FKGRX's price experiences larger fluctuations and is considered to be riskier than FFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.