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FKGRX vs. FKRCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKGRX vs. FKRCX - Performance Comparison

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

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FKGRX vs. FKRCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKGRX
Franklin Growth Fund
-5.57%15.38%17.96%27.54%-25.32%21.61%30.71%32.08%-3.37%26.31%
FKRCX
Franklin Gold and Precious Metals Fund
5.72%196.59%17.64%2.03%-23.47%-4.03%44.30%51.48%-18.11%-0.12%

Returns By Period

In the year-to-date period, FKGRX achieves a -5.57% return, which is significantly lower than FKRCX's 5.72% return. Over the past 10 years, FKGRX has underperformed FKRCX with an annualized return of 12.88%, while FKRCX has yielded a comparatively higher 18.12% annualized return.


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%

FKRCX

1D
8.11%
1M
-21.42%
YTD
5.72%
6M
29.26%
1Y
121.53%
3Y*
51.10%
5Y*
24.45%
10Y*
18.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FKGRX vs. FKRCX - Expense Ratio Comparison

FKGRX has a 0.79% expense ratio, which is lower than FKRCX's 0.88% expense ratio.


Return for Risk

FKGRX vs. FKRCX — Risk / Return Rank

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

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

FKRCX
FKRCX Risk / Return Rank: 9595
Overall Rank
FKRCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FKRCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FKRCX Omega Ratio Rank: 9191
Omega Ratio Rank
FKRCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FKRCX Martin Ratio Rank: 9696
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.

FKGRX vs. FKRCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Franklin Gold and Precious Metals Fund (FKRCX). 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.


FKGRXFKRCXDifference

Sharpe ratio

Return per unit of total volatility

0.83

2.85

-2.02

Sortino ratio

Return per unit of downside risk

1.34

3.01

-1.67

Omega ratio

Gain probability vs. loss probability

1.19

1.43

-0.24

Calmar ratio

Return relative to maximum drawdown

1.39

3.93

-2.54

Martin ratio

Return relative to average drawdown

5.21

14.65

-9.44

FKGRX vs. FKRCX - Sharpe Ratio Comparison

The current FKGRX Sharpe Ratio is 0.83, which is lower than the FKRCX Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of FKGRX and FKRCX, 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


FKGRXFKRCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

2.85

-2.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.74

-0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.55

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.19

+0.50

Correlation

The correlation between FKGRX and FKRCX is 0.20, 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

FKGRX vs. FKRCX - Dividend Comparison

FKGRX's dividend yield for the trailing twelve months is around 15.22%, more than FKRCX's 10.16% yield.


TTM20252024202320222021202020192018201720162015
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%
FKRCX
Franklin Gold and Precious Metals Fund
10.16%10.75%13.44%3.12%0.00%9.37%10.55%0.00%0.00%0.37%8.73%0.00%

Drawdowns

FKGRX vs. FKRCX - Drawdown Comparison

The maximum FKGRX drawdown since its inception was -51.08%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for FKGRX and FKRCX.


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Drawdown Indicators


FKGRXFKRCXDifference

Max Drawdown

Largest peak-to-trough decline

-51.08%

-78.85%

+27.77%

Max Drawdown (1Y)

Largest decline over 1 year

-11.48%

-31.15%

+19.67%

Max Drawdown (5Y)

Largest decline over 5 years

-32.22%

-48.79%

+16.57%

Max Drawdown (10Y)

Largest decline over 10 years

-32.52%

-49.54%

+17.02%

Current Drawdown

Current decline from peak

-8.62%

-21.42%

+12.80%

Average Drawdown

Average peak-to-trough decline

-6.76%

-33.79%

+27.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.05%

8.36%

-5.31%

Volatility

FKGRX vs. FKRCX - Volatility Comparison

The current volatility for Franklin Growth Fund (FKGRX) is 5.85%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 18.27%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FKGRXFKRCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.85%

18.27%

-12.42%

Volatility (6M)

Calculated over the trailing 6-month period

10.49%

35.19%

-24.70%

Volatility (1Y)

Calculated over the trailing 1-year period

18.91%

43.05%

-24.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.62%

33.27%

-13.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.50%

32.90%

-13.40%