FSSAX vs. TCMSX

In the year-to-date period, FSSAX achieves a -6.93% return, which is significantly higher than TCMSX's -9.30% return. Over the past 10 years, FSSAX has underperformed TCMSX with an annualized return of 7.44%, while TCMSX has yielded a comparatively higher 9.45% annualized return.

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FSSAX has a 0.78% expense ratio, which is lower than TCMSX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) and Voya Small Cap Growth Fund (TCMSX). 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 FSSAX Sharpe Ratio is 0.03, which is higher than the TCMSX Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of FSSAX and TCMSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSSAX has not paid dividends to shareholders, while TCMSX's dividend yield for the trailing twelve months is around 11.61%.

The maximum FSSAX drawdown since its inception was -59.61%, which is greater than TCMSX's maximum drawdown of -55.98%. Use the drawdown chart below to compare losses from any high point for FSSAX and TCMSX.

Franklin Small Cap Growth Fund (FSSAX) has a higher volatility of 6.97% compared to Voya Small Cap Growth Fund (TCMSX) at 6.28%. This indicates that FSSAX's price experiences larger fluctuations and is considered to be riskier than TCMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.