FKGRX vs. SWLGX
Compare and contrast key facts about Franklin Growth Fund (FKGRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
FKGRX vs. SWLGX - Performance Comparison
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FKGRX vs. SWLGX - 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% | -0.47% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -9.81% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, FKGRX achieves a -5.57% return, which is significantly higher than SWLGX's -9.81% 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%
SWLGX
- 1D
- 3.74%
- 1M
- -5.56%
- YTD
- -9.81%
- 6M
- -9.30%
- 1Y
- 17.72%
- 3Y*
- 21.15%
- 5Y*
- 12.37%
- 10Y*
- —
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FKGRX vs. SWLGX - Expense Ratio Comparison
FKGRX has a 0.79% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
FKGRX vs. SWLGX — Risk / Return Rank
FKGRX
SWLGX
FKGRX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.83 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.35 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.17 | +0.22 |
Martin ratioReturn relative to average drawdown | 5.21 | 4.02 | +1.20 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.83 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.58 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.70 | -0.01 |
Correlation
The correlation between FKGRX and SWLGX 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.
Dividends
FKGRX vs. SWLGX - Dividend Comparison
FKGRX's dividend yield for the trailing twelve months is around 15.22%, more than SWLGX's 0.51% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
FKGRX vs. SWLGX - Drawdown Comparison
The maximum FKGRX drawdown since its inception was -51.08%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for FKGRX and SWLGX.
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Drawdown Indicators
| FKGRX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.08% | -32.69% | -18.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -16.16% | +4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -32.69% | +0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | — | — |
Current DrawdownCurrent decline from peak | -8.62% | -13.03% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -7.13% | +0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 4.69% | -1.64% |
Volatility
FKGRX vs. SWLGX - Volatility Comparison
The current volatility for Franklin Growth Fund (FKGRX) is 5.85%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.73%. This indicates that FKGRX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKGRX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.85% | 6.73% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 12.40% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.91% | 22.57% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.62% | 21.52% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 22.81% | -3.31% |