FSSAX vs. VSGAX

In the year-to-date period, FSSAX achieves a -6.93% return, which is significantly lower than VSGAX's -5.30% return. Both investments have delivered pretty close results over the past 10 years, with FSSAX having a 7.44% annualized return and VSGAX not far ahead at 7.69%.

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FSSAX has a 0.78% expense ratio, which is higher than VSGAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Small Cap Growth Fund (FSSAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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 lower than the VSGAX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of FSSAX and VSGAX, 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 VSGAX's dividend yield for the trailing twelve months is around 0.57%.

The maximum FSSAX drawdown since its inception was -59.61%, which is greater than VSGAX's maximum drawdown of -38.70%. Use the drawdown chart below to compare losses from any high point for FSSAX and VSGAX.

Franklin Small Cap Growth Fund (FSSAX) has a higher volatility of 6.97% compared to Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) at 6.36%. This indicates that FSSAX's price experiences larger fluctuations and is considered to be riskier than VSGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.