FRSTX vs. FXAIX
Compare and contrast key facts about Franklin Strategic Income Fund (FRSTX) and Fidelity 500 Index Fund (FXAIX).
FRSTX is managed by Franklin Templeton Investments. It was launched on May 23, 1994. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRSTX or FXAIX.
Correlation
The correlation between FRSTX and FXAIX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FRSTX vs. FXAIX - Performance Comparison
Key characteristics
FRSTX:
1.09
FXAIX:
1.72
FRSTX:
1.54
FXAIX:
2.33
FRSTX:
1.20
FXAIX:
1.31
FRSTX:
0.78
FXAIX:
2.61
FRSTX:
3.53
FXAIX:
10.80
FRSTX:
1.16%
FXAIX:
2.04%
FRSTX:
3.76%
FXAIX:
12.87%
FRSTX:
-19.09%
FXAIX:
-33.79%
FRSTX:
-1.93%
FXAIX:
-1.03%
Returns By Period
In the year-to-date period, FRSTX achieves a 0.39% return, which is significantly lower than FXAIX's 3.02% return. Over the past 10 years, FRSTX has underperformed FXAIX with an annualized return of 1.91%, while FXAIX has yielded a comparatively higher 13.04% annualized return.
FRSTX
0.39%
1.51%
-0.13%
4.73%
0.89%
1.91%
FXAIX
3.02%
3.78%
11.68%
23.85%
14.17%
13.04%
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FRSTX vs. FXAIX - Expense Ratio Comparison
FRSTX has a 0.89% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FRSTX vs. FXAIX — Risk-Adjusted Performance Rank
FRSTX
FXAIX
FRSTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Strategic Income Fund (FRSTX) and Fidelity 500 Index Fund (FXAIX). 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
FRSTX vs. FXAIX - Dividend Comparison
FRSTX's dividend yield for the trailing twelve months is around 4.79%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRSTX Franklin Strategic Income Fund | 4.79% | 4.79% | 4.57% | 4.40% | 3.59% | 3.94% | 4.48% | 4.32% | 2.28% | 2.50% | 4.80% | 5.46% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FRSTX vs. FXAIX - Drawdown Comparison
The maximum FRSTX drawdown since its inception was -19.09%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FRSTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FRSTX vs. FXAIX - Volatility Comparison
The current volatility for Franklin Strategic Income Fund (FRSTX) is 1.32%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.52%. This indicates that FRSTX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.