FRAAX vs. FRSGX
Compare and contrast key facts about Franklin Growth Opportunities Fund (FRAAX) and Franklin Small-Mid Cap Growth Fund (FRSGX).
FRAAX is managed by Franklin Templeton. It was launched on Jun 23, 1999. FRSGX is managed by Franklin Templeton. It was launched on Feb 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRAAX or FRSGX.
Correlation
The correlation between FRAAX and FRSGX 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.
Performance
FRAAX vs. FRSGX - Performance Comparison
Key characteristics
FRAAX:
0.56
FRSGX:
0.97
FRAAX:
0.84
FRSGX:
1.40
FRAAX:
1.12
FRSGX:
1.18
FRAAX:
0.34
FRSGX:
0.33
FRAAX:
2.13
FRSGX:
3.66
FRAAX:
5.00%
FRSGX:
3.92%
FRAAX:
18.96%
FRSGX:
14.78%
FRAAX:
-78.64%
FRSGX:
-72.02%
FRAAX:
-20.23%
FRSGX:
-29.82%
Returns By Period
In the year-to-date period, FRAAX achieves a 5.98% return, which is significantly lower than FRSGX's 6.85% return. Over the past 10 years, FRAAX has outperformed FRSGX with an annualized return of 5.52%, while FRSGX has yielded a comparatively lower 0.87% annualized return.
FRAAX
5.98%
3.95%
1.86%
11.86%
4.76%
5.52%
FRSGX
6.85%
2.70%
15.54%
14.87%
3.20%
0.87%
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FRAAX vs. FRSGX - Expense Ratio Comparison
FRAAX has a 0.65% expense ratio, which is lower than FRSGX's 0.85% expense ratio.
Risk-Adjusted Performance
FRAAX vs. FRSGX — Risk-Adjusted Performance Rank
FRAAX
FRSGX
FRAAX vs. FRSGX - Risk-Adjusted Performance Comparison
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.
Dividends
FRAAX vs. FRSGX - Dividend Comparison
Neither FRAAX nor FRSGX has paid dividends to shareholders.
Drawdowns
FRAAX vs. FRSGX - Drawdown Comparison
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.
Volatility
FRAAX vs. FRSGX - Volatility Comparison
Franklin Growth Opportunities Fund (FRAAX) has a higher volatility of 4.83% compared to Franklin Small-Mid Cap Growth Fund (FRSGX) at 3.59%. This indicates that FRAAX's price experiences larger fluctuations and is considered to be riskier than FRSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.