FKRCX vs. SHAPX
Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and ClearBridge Appreciation Fund (SHAPX).
FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
FKRCX vs. SHAPX - Performance Comparison
Loading graphics...
FKRCX vs. SHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | -2.21% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
SHAPX ClearBridge Appreciation Fund | -6.24% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -2.19% | 18.31% |
Returns By Period
In the year-to-date period, FKRCX achieves a -2.21% return, which is significantly higher than SHAPX's -6.24% return. Over the past 10 years, FKRCX has outperformed SHAPX with an annualized return of 17.20%, while SHAPX has yielded a comparatively lower 11.99% annualized return.
FKRCX
- 1D
- -0.11%
- 1M
- -26.98%
- YTD
- -2.21%
- 6M
- 20.89%
- 1Y
- 105.24%
- 3Y*
- 47.22%
- 5Y*
- 23.35%
- 10Y*
- 17.20%
SHAPX
- 1D
- -0.06%
- 1M
- -7.91%
- YTD
- -6.24%
- 6M
- -5.30%
- 1Y
- 10.69%
- 3Y*
- 14.58%
- 5Y*
- 10.06%
- 10Y*
- 11.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKRCX vs. SHAPX - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is lower than SHAPX's 0.93% expense ratio.
Return for Risk
FKRCX vs. SHAPX — Risk / Return Rank
FKRCX
SHAPX
FKRCX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and ClearBridge Appreciation Fund (SHAPX). 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.
| FKRCX | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.51 | 0.72 | +1.79 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.13 | +1.61 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.17 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 3.41 | 0.89 | +2.51 |
Martin ratioReturn relative to average drawdown | 12.86 | 4.11 | +8.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FKRCX | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 0.72 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.72 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.77 | -0.59 |
Correlation
The correlation between FKRCX and SHAPX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FKRCX vs. SHAPX - Dividend Comparison
FKRCX's dividend yield for the trailing twelve months is around 10.99%, less than SHAPX's 15.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 10.99% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% |
SHAPX ClearBridge Appreciation Fund | 15.01% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
Drawdowns
FKRCX vs. SHAPX - Drawdown Comparison
The maximum FKRCX drawdown since its inception was -78.85%, which is greater than SHAPX's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for FKRCX and SHAPX.
Loading graphics...
Drawdown Indicators
| FKRCX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.85% | -46.19% | -32.66% |
Max Drawdown (1Y)Largest decline over 1 year | -31.15% | -10.57% | -20.58% |
Max Drawdown (5Y)Largest decline over 5 years | -48.79% | -20.53% | -28.26% |
Max Drawdown (10Y)Largest decline over 10 years | -49.54% | -32.21% | -17.33% |
Current DrawdownCurrent decline from peak | -27.32% | -8.74% | -18.58% |
Average DrawdownAverage peak-to-trough decline | -33.79% | -4.79% | -29.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.25% | 2.29% | +5.96% |
Volatility
FKRCX vs. SHAPX - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 15.80% compared to ClearBridge Appreciation Fund (SHAPX) at 3.74%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FKRCX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.80% | 3.74% | +12.06% |
Volatility (6M)Calculated over the trailing 6-month period | 34.39% | 7.86% | +26.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.42% | 15.90% | +26.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.08% | 14.85% | +18.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.80% | 16.70% | +16.10% |