FSKAX vs. SCGRX
Compare and contrast key facts about Fidelity Total Market Index Fund (FSKAX) and Franklin Multi-Asset Moderate Growth Fund (SCGRX).
FSKAX is managed by Fidelity. SCGRX is managed by Franklin Templeton. It was launched on Feb 4, 1996.
Performance
FSKAX vs. SCGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FSKAX achieves a -3.14% return, which is significantly lower than SCGRX's -2.14% return. Over the past 10 years, FSKAX has outperformed SCGRX with an annualized return of 13.70%, while SCGRX has yielded a comparatively lower 8.04% annualized return.
FSKAX
- 1D
- 0.17%
- 1M
- -3.35%
- YTD
- -3.14%
- 6M
- -1.37%
- 1Y
- 31.84%
- 3Y*
- 18.10%
- 5Y*
- 10.69%
- 10Y*
- 13.70%
SCGRX
- 1D
- -0.12%
- 1M
- -2.76%
- YTD
- -2.14%
- 6M
- -0.43%
- 1Y
- 23.17%
- 3Y*
- 12.35%
- 5Y*
- 6.75%
- 10Y*
- 8.04%
FSKAX vs. SCGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | -3.14% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
SCGRX Franklin Multi-Asset Moderate Growth Fund | -2.14% | 15.00% | 14.61% | 15.83% | -13.52% | 13.96% | 8.70% | 19.40% | -7.14% | 13.69% |
Correlation
The correlation between FSKAX and SCGRX is 0.96 — these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk. Consider pairing with a less correlated asset class instead.
FSKAX vs. SCGRX - Expense Ratio Comparison
FSKAX has a 0.02% expense ratio, which is lower than SCGRX's 0.43% expense ratio.
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Return for Risk
FSKAX vs. SCGRX — Risk / Return Rank
FSKAX
SCGRX
FSKAX vs. SCGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Market Index Fund (FSKAX) and Franklin Multi-Asset Moderate Growth Fund (SCGRX). 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.
| FSKAX | SCGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.97 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.46 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.45 | +0.05 |
Martin ratioReturn relative to average drawdown | 7.09 | 6.56 | +0.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSKAX | SCGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.97 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.53 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.64 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.43 | +0.36 |
Drawdowns
FSKAX vs. SCGRX - Drawdown Comparison
The maximum FSKAX drawdown since its inception was -35.01%, smaller than the maximum SCGRX drawdown of -47.11%. Use the drawdown chart below to compare losses from any high point for FSKAX and SCGRX.
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Drawdown Indicators
| FSKAX | SCGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.01% | -47.11% | +12.10% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -7.59% | -1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -25.39% | -24.53% | -0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -27.89% | -7.12% |
Current DrawdownCurrent decline from peak | -5.37% | -4.83% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -7.91% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.14% | +0.50% |
Volatility
FSKAX vs. SCGRX - Volatility Comparison
Fidelity Total Market Index Fund (FSKAX) has a higher volatility of 5.45% compared to Franklin Multi-Asset Moderate Growth Fund (SCGRX) at 4.61%. This indicates that FSKAX's price experiences larger fluctuations and is considered to be riskier than SCGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSKAX | SCGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.61% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 7.91% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 13.90% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 12.66% | +4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.44% | 12.68% | +5.76% |
Dividends
FSKAX vs. SCGRX - Dividend Comparison
FSKAX's dividend yield for the trailing twelve months is around 1.05%, less than SCGRX's 10.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSKAX Fidelity Total Market Index Fund | 1.05% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
SCGRX Franklin Multi-Asset Moderate Growth Fund | 10.70% | 10.47% | 6.15% | 4.42% | 8.00% | 7.39% | 5.31% | 5.72% | 6.43% | 9.72% | 4.57% | 9.52% |