FRSGX vs. FRAAX
Compare and contrast key facts about Franklin Small-Mid Cap Growth Fund (FRSGX) and Franklin Growth Opportunities Fund (FRAAX).
FRSGX is managed by Franklin Templeton. It was launched on Feb 14, 1992. FRAAX is managed by Franklin Templeton. It was launched on Jun 23, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRSGX or FRAAX.
Correlation
The correlation between FRSGX and FRAAX 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
FRSGX vs. FRAAX - Performance Comparison
Key characteristics
FRSGX:
0.60
FRAAX:
0.42
FRSGX:
0.90
FRAAX:
0.66
FRSGX:
1.11
FRAAX:
1.09
FRSGX:
0.21
FRAAX:
0.26
FRSGX:
2.30
FRAAX:
1.56
FRSGX:
3.95%
FRAAX:
5.13%
FRSGX:
15.16%
FRAAX:
19.13%
FRSGX:
-72.02%
FRAAX:
-78.64%
FRSGX:
-33.84%
FRAAX:
-23.97%
Returns By Period
In the year-to-date period, FRSGX achieves a 0.74% return, which is significantly lower than FRAAX's 1.01% return. Over the past 10 years, FRSGX has underperformed FRAAX with an annualized return of 0.27%, while FRAAX has yielded a comparatively higher 5.00% annualized return.
FRSGX
0.74%
-5.06%
6.95%
7.83%
2.32%
0.27%
FRAAX
1.01%
-3.84%
-3.49%
5.23%
4.10%
5.00%
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FRSGX vs. FRAAX - Expense Ratio Comparison
FRSGX has a 0.85% expense ratio, which is higher than FRAAX's 0.65% expense ratio.
Risk-Adjusted Performance
FRSGX vs. FRAAX — Risk-Adjusted Performance Rank
FRSGX
FRAAX
FRSGX vs. FRAAX - Risk-Adjusted Performance Comparison
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.
Dividends
FRSGX vs. FRAAX - Dividend Comparison
Neither FRSGX nor FRAAX has paid dividends to shareholders.
Drawdowns
FRSGX vs. FRAAX - Drawdown Comparison
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.
Volatility
FRSGX vs. FRAAX - Volatility Comparison
The current volatility for Franklin Small-Mid Cap Growth Fund (FRSGX) is 4.74%, while Franklin Growth Opportunities Fund (FRAAX) has a volatility of 5.32%. This indicates that FRSGX experiences smaller price fluctuations and is considered to be less risky than FRAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.