FRSGX vs. FRAAX

In the year-to-date period, FRSGX achieves a 0.61% return, which is significantly higher than FRAAX's -0.27% return. Over the past 10 years, FRSGX has underperformed FRAAX with an annualized return of 0.01%, while FRAAX has yielded a comparatively higher 4.60% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Franklin Small-Mid Cap Growth Fund (FRSGX) and Franklin Growth Opportunities Fund (FRAAX). 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 FRSGX Sharpe Ratio is 0.30, which is higher than the FRAAX Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of FRSGX and FRAAX, 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 FRSGX nor FRAAX has paid dividends to shareholders.

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

Franklin Small-Mid Cap Growth Fund (FRSGX) and Franklin Growth Opportunities Fund (FRAAX) have volatilities of 7.36% and 7.41%, 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.