FKGRX vs. FTC
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and First Trust Large Cap Growth AlphaDEX Fund (FTC).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. FTC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Growth Index. It was launched on May 8, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or FTC.
Correlation
The correlation between FKGRX and FTC is 0.87, 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. FTC - Performance Comparison
Key characteristics
FKGRX:
-0.17
FTC:
0.61
FKGRX:
-0.09
FTC:
0.97
FKGRX:
0.99
FTC:
1.13
FKGRX:
-0.11
FTC:
0.62
FKGRX:
-0.42
FTC:
2.31
FKGRX:
8.60%
FTC:
5.80%
FKGRX:
21.53%
FTC:
21.97%
FKGRX:
-59.01%
FTC:
-54.05%
FKGRX:
-24.76%
FTC:
-11.54%
Returns By Period
In the year-to-date period, FKGRX achieves a -5.92% return, which is significantly lower than FTC's -4.74% return. Over the past 10 years, FKGRX has underperformed FTC with an annualized return of 5.20%, while FTC has yielded a comparatively higher 11.24% annualized return.
FKGRX
-5.92%
-2.18%
-14.28%
-4.78%
3.64%
5.20%
FTC
-4.74%
-1.92%
-1.26%
11.69%
14.65%
11.24%
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FKGRX vs. FTC - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than FTC's 0.60% expense ratio.
Risk-Adjusted Performance
FKGRX vs. FTC — Risk-Adjusted Performance Rank
FKGRX
FTC
FKGRX vs. FTC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and First Trust Large Cap Growth AlphaDEX Fund (FTC). 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. FTC - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 0.04%, less than FTC'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% |
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.36% | 0.32% | 0.65% | 0.91% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% | 0.76% |
Drawdowns
FKGRX vs. FTC - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -59.01%, which is greater than FTC's maximum drawdown of -54.05%. Use the drawdown chart below to compare losses from any high point for FKGRX and FTC. For additional features, visit the drawdowns tool.
Volatility
FKGRX vs. FTC - Volatility Comparison
Franklin Growth Fund (FKGRX) and First Trust Large Cap Growth AlphaDEX Fund (FTC) have volatilities of 14.37% and 14.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.