FSSAX vs. VSGAX

In the year-to-date period, FSSAX achieves a 7.00% return, which is significantly higher than VSGAX's 5.26% return. Over the past 10 years, FSSAX has underperformed VSGAX with an annualized return of 4.22%, while VSGAX has yielded a comparatively higher 9.68% annualized return.

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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 1.01, which is comparable to the VSGAX Sharpe Ratio of 1.23. 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 0.51%.

The maximum FSSAX drawdown since its inception was -67.18%, 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. For additional features, visit the drawdowns tool.

Franklin Small Cap Growth Fund (FSSAX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX) have volatilities of 4.82% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.