FKGRX vs. SPY
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and SPDR S&P 500 ETF (SPY).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKGRX or SPY.
Correlation
The correlation between FKGRX and SPY is 0.93, 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. SPY - Performance Comparison
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Key characteristics
FKGRX:
0.00
SPY:
0.70
FKGRX:
0.16
SPY:
1.13
FKGRX:
1.02
SPY:
1.17
FKGRX:
0.01
SPY:
0.76
FKGRX:
0.02
SPY:
2.93
FKGRX:
9.20%
SPY:
4.86%
FKGRX:
21.76%
SPY:
20.29%
FKGRX:
-59.01%
SPY:
-55.19%
FKGRX:
-19.18%
SPY:
-3.97%
Returns By Period
In the year-to-date period, FKGRX achieves a 1.06% return, which is significantly higher than SPY's 0.43% return. Over the past 10 years, FKGRX has underperformed SPY with an annualized return of 5.85%, while SPY has yielded a comparatively higher 12.66% annualized return.
FKGRX
1.06%
10.91%
-10.39%
0.02%
5.07%
5.85%
SPY
0.43%
9.91%
-1.06%
14.09%
17.31%
12.66%
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FKGRX vs. SPY - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FKGRX vs. SPY — Risk-Adjusted Performance Rank
FKGRX
SPY
FKGRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
FKGRX vs. SPY - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 0.04%, less than SPY's 1.22% 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% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FKGRX vs. SPY - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -59.01%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FKGRX and SPY. For additional features, visit the drawdowns tool.
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Volatility
FKGRX vs. SPY - Volatility Comparison
Franklin Growth Fund (FKGRX) and SPDR S&P 500 ETF (SPY) have volatilities of 6.35% and 6.25%, 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.
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