FRAAX vs. FRSGX

In the year-to-date period, FRAAX achieves a -4.83% return, which is significantly lower than FRSGX's -4.22% return. Over the past 10 years, FRAAX has outperformed FRSGX with an annualized return of 4.27%, while FRSGX has yielded a comparatively lower -0.32% annualized return.

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FRAAX has a 0.65% expense ratio, which is lower than FRSGX's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Growth Opportunities Fund (FRAAX) and Franklin Small-Mid Cap Growth Fund (FRSGX). 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.

The current FRAAX Sharpe Ratio is -0.09, which is lower than the FRSGX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of FRAAX and FRSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FRAAX nor FRSGX has paid dividends to shareholders.

The maximum FRAAX drawdown since its inception was -78.64%, which is greater than FRSGX's maximum drawdown of -72.02%. Use the drawdown chart below to compare losses from any high point for FRAAX and FRSGX. For additional features, visit the drawdowns tool.

Franklin Growth Opportunities Fund (FRAAX) and Franklin Small-Mid Cap Growth Fund (FRSGX) have volatilities of 8.02% and 7.73%, 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.