FSSAX vs. FCPGX
Compare and contrast key facts about Franklin Small Cap Growth Fund (FSSAX) and Fidelity Small Cap Growth Fund (FCPGX).
FSSAX is managed by Franklin Templeton. It was launched on May 1, 2000. FCPGX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSSAX or FCPGX.
Key characteristics
| FSSAX | FCPGX | |
|---|---|---|
| YTD Return | 7.02% | 18.38% |
| 1Y Return | 22.91% | 31.19% |
| 3Y Return (Ann) | -3.36% | 0.27% |
| 5Y Return (Ann) | 8.18% | 11.26% |
| 10Y Return (Ann) | 8.87% | 12.73% |
| Sharpe Ratio | 1.14 | 1.54 |
| Daily Std Dev | 19.87% | 20.03% |
| Max Drawdown | -59.61% | -59.11% |
| Current Drawdown | -13.94% | -4.95% |
Correlation
The correlation between FSSAX and FCPGX is 0.94, 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
FSSAX vs. FCPGX - Performance Comparison
In the year-to-date period, FSSAX achieves a 7.02% return, which is significantly lower than FCPGX's 18.38% return. Over the past 10 years, FSSAX has underperformed FCPGX with an annualized return of 8.87%, while FCPGX has yielded a comparatively higher 12.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSSAX vs. FCPGX - Expense Ratio Comparison
FSSAX has a 0.78% expense ratio, which is lower than FCPGX's 1.00% expense ratio.
Risk-Adjusted Performance
FSSAX vs. FCPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) and Fidelity Small Cap Growth Fund (FCPGX). 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
FSSAX vs. FCPGX - Dividend Comparison
FSSAX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSAX Franklin Small Cap Growth Fund | 0.00% | 0.00% | 0.54% | 16.49% | 9.31% | 6.09% | 22.72% | 1.77% | 0.00% | 1.92% | 4.21% | 0.00% |
FCPGX Fidelity Small Cap Growth Fund | 1.28% | 0.00% | 0.00% | 19.27% | 8.19% | 5.31% | 14.35% | 6.88% | 0.76% | 4.32% | 8.37% | 16.99% |
Drawdowns
FSSAX vs. FCPGX - Drawdown Comparison
The maximum FSSAX drawdown since its inception was -59.61%, roughly equal to the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FSSAX and FCPGX. For additional features, visit the drawdowns tool.
Volatility
FSSAX vs. FCPGX - Volatility Comparison
The current volatility for Franklin Small Cap Growth Fund (FSSAX) is 6.01%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 6.58%. This indicates that FSSAX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.