FKGRX vs. SASMX
FKGRX (Franklin Growth Fund) and SASMX (ClearBridge Small Cap Growth Fund) are both mutual funds - FKGRX is a Large Cap Growth Equities fund managed by Franklin Templeton, while SASMX is a Small Cap Growth Equities fund managed by Franklin Templeton. Over the past 10 years, FKGRX returned 14.11%/yr vs 12.64%/yr for SASMX. Their correlation of 0.84 suggests significant overlap in exposure. FKGRX charges 0.79%/yr vs 1.16%/yr for SASMX.
Performance
FKGRX vs. SASMX - Performance Comparison
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Returns By Period
In the year-to-date period, FKGRX achieves a 3.38% return, which is significantly lower than SASMX's 16.49% return. Over the past 10 years, FKGRX has outperformed SASMX with an annualized return of 14.11%, while SASMX has yielded a comparatively lower 12.64% annualized return.
FKGRX
- 1D
- 0.18%
- 1M
- -2.48%
- YTD
- 3.38%
- 6M
- 2.19%
- 1Y
- 13.52%
- 3Y*
- 15.72%
- 5Y*
- 7.98%
- 10Y*
- 14.11%
SASMX
- 1D
- 0.75%
- 1M
- 3.88%
- YTD
- 16.49%
- 6M
- 13.33%
- 1Y
- 25.63%
- 3Y*
- 15.28%
- 5Y*
- 1.90%
- 10Y*
- 12.64%
FKGRX vs. SASMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 3.38% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -3.37% | 26.31% |
SASMX ClearBridge Small Cap Growth Fund | 16.49% | 9.52% | 12.95% | 8.64% | -28.82% | 12.11% | 43.54% | 25.31% | 3.77% | 24.98% |
Correlation
The correlation between FKGRX and SASMX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 1998 | 0.84 |
The correlation between FKGRX and SASMX has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.
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Return for Risk
FKGRX vs. SASMX — Risk / Return Rank
FKGRX
SASMX
FKGRX vs. SASMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and ClearBridge Small Cap Growth Fund (SASMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKGRX | SASMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.74 | -0.53 |
| Martin ratioReturn relative to average drawdown | 4.83 | 6.26 | -1.43 |
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Drawdowns
FKGRX vs. SASMX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.08%, smaller than the maximum SASMX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for FKGRX and SASMX.
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Drawdown Indicators
| FKGRX | SASMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.08% | -54.81% | +3.73% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -13.85% | +2.37% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -26.25% | +4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -42.19% | +9.97% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -42.19% | +9.67% |
Current DrawdownCurrent decline from peak | -3.75% | -0.68% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -14.05% | +7.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.85% | -0.98% |
Volatility
FKGRX vs. SASMX - Volatility Comparison
The current volatility for Franklin Growth Fund (FKGRX) is 5.10%, while ClearBridge Small Cap Growth Fund (SASMX) has a volatility of 6.87%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than SASMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKGRX | SASMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 6.87% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 16.53% | -5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 21.13% | -7.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.68% | 24.74% | -5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.55% | 23.87% | -4.32% |
FKGRX vs. SASMX - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is lower than SASMX's 1.16% expense ratio.
Dividends
FKGRX vs. SASMX - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 13.90%, less than SASMX's 17.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKGRX Franklin Growth Fund | 13.90% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
SASMX ClearBridge Small Cap Growth Fund | 17.43% | 20.31% | 17.01% | 0.43% | 0.00% | 11.84% | 7.04% | 7.62% | 15.70% | 3.55% | 3.01% | 1.26% |
Frequently Asked Questions
FKGRX and SASMX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SASMX has higher volatility (6.87%) compared to FKGRX (5.10%). In terms of maximum drawdown, FKGRX dropped -51.08% vs SASMX's -54.81%.
SASMX currently has the higher Sharpe Ratio (1.14 vs 1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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