FKGRX vs. FRDTX
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Franklin Rising Dividends Fund Class C (FRDTX).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. FRDTX is managed by Franklin Templeton. It was launched on Jul 22, 1996.
Performance
FKGRX vs. FRDTX - Performance Comparison
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FKGRX vs. FRDTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | -5.57% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -3.37% | 26.31% |
FRDTX Franklin Rising Dividends Fund Class C | -2.75% | 11.13% | 21.73% | 11.27% | -11.36% | 25.67% | 15.42% | 28.87% | -5.99% | 19.19% |
Returns By Period
In the year-to-date period, FKGRX achieves a -5.57% return, which is significantly lower than FRDTX's -2.75% return. Over the past 10 years, FKGRX has outperformed FRDTX with an annualized return of 12.88%, while FRDTX has yielded a comparatively lower 11.32% 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%
FRDTX
- 1D
- 2.10%
- 1M
- -5.16%
- YTD
- -2.75%
- 6M
- -2.36%
- 1Y
- 9.79%
- 3Y*
- 12.27%
- 5Y*
- 9.24%
- 10Y*
- 11.32%
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FKGRX vs. FRDTX - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is lower than FRDTX's 1.59% expense ratio.
Return for Risk
FKGRX vs. FRDTX — Risk / Return Rank
FKGRX
FRDTX
FKGRX vs. FRDTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Franklin Rising Dividends Fund Class C (FRDTX). 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.
| FKGRX | FRDTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.65 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.06 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.04 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.21 | 4.73 | +0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKGRX | FRDTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.65 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.53 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.63 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.56 | +0.14 |
Correlation
The correlation between FKGRX and FRDTX is 0.88, 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.
Dividends
FKGRX vs. FRDTX - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 15.22%, more than FRDTX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FRDTX Franklin Rising Dividends Fund Class C | 10.01% | 9.73% | 19.21% | 3.91% | 4.27% | 3.95% | 0.17% | 2.35% | 4.44% | 2.59% | 2.61% | 4.58% |
Drawdowns
FKGRX vs. FRDTX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.08%, roughly equal to the maximum FRDTX drawdown of -52.13%. Use the drawdown chart below to compare losses from any high point for FKGRX and FRDTX.
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Drawdown Indicators
| FKGRX | FRDTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.08% | -52.13% | +1.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -10.56% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -21.53% | -10.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -34.93% | +2.41% |
Current DrawdownCurrent decline from peak | -8.62% | -5.25% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -6.58% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.31% | +0.74% |
Volatility
FKGRX vs. FRDTX - Volatility Comparison
Franklin Growth Fund (FKGRX) has a higher volatility of 5.85% compared to Franklin Rising Dividends Fund Class C (FRDTX) at 4.23%. This indicates that FKGRX's price experiences larger fluctuations and is considered to be riskier than FRDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKGRX | FRDTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 4.23% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 7.78% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 15.33% | +3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.62% | 17.49% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 18.12% | +1.38% |