FKGRX vs. FSPGX
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Fidelity Large Cap Growth Index Fund (FSPGX).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or FSPGX.
Correlation
The correlation between FKGRX and FSPGX is 0.95, 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. FSPGX - Performance Comparison
Key characteristics
FKGRX:
0.34
FSPGX:
1.57
FKGRX:
0.54
FSPGX:
2.10
FKGRX:
1.08
FSPGX:
1.29
FKGRX:
0.23
FSPGX:
2.12
FKGRX:
1.18
FSPGX:
7.99
FKGRX:
4.58%
FSPGX:
3.49%
FKGRX:
15.76%
FSPGX:
17.80%
FKGRX:
-51.50%
FSPGX:
-32.66%
FKGRX:
-17.29%
FSPGX:
-0.44%
Returns By Period
In the year-to-date period, FKGRX achieves a 3.42% return, which is significantly lower than FSPGX's 3.75% return.
FKGRX
3.42%
1.37%
-3.91%
6.99%
3.29%
6.17%
FSPGX
3.75%
2.37%
13.05%
30.03%
18.31%
N/A
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FKGRX vs. FSPGX - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
FKGRX vs. FSPGX — Risk-Adjusted Performance Rank
FKGRX
FSPGX
FKGRX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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. FSPGX - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 0.04%, less than FSPGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.36% | 0.37% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% | 0.00% | 0.00% |
Drawdowns
FKGRX vs. FSPGX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.50%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for FKGRX and FSPGX. For additional features, visit the drawdowns tool.
Volatility
FKGRX vs. FSPGX - Volatility Comparison
The current volatility for Franklin Growth Fund (FKGRX) is 3.85%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.00%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.