FRSGX vs. SMCWX

In the year-to-date period, FRSGX achieves a 0.61% return, which is significantly lower than SMCWX's 1.25% return. Over the past 10 years, FRSGX has underperformed SMCWX with an annualized return of 0.01%, while SMCWX has yielded a comparatively higher 3.18% annualized return.

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FRSGX has a 0.85% expense ratio, which is lower than SMCWX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small-Mid Cap Growth Fund (FRSGX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 SMCWX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of FRSGX and SMCWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FRSGX has not paid dividends to shareholders, while SMCWX's dividend yield for the trailing twelve months is around 0.59%.

The maximum FRSGX drawdown since its inception was -72.02%, which is greater than SMCWX's maximum drawdown of -61.27%. Use the drawdown chart below to compare losses from any high point for FRSGX and SMCWX. For additional features, visit the drawdowns tool.

Franklin Small-Mid Cap Growth Fund (FRSGX) has a higher volatility of 7.36% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 4.67%. This indicates that FRSGX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.