FTC vs. FKGRX
Compare and contrast key facts about First Trust Large Cap Growth AlphaDEX Fund (FTC) and Franklin Growth Fund (FKGRX).
FTC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Large Cap Growth Index. It was launched on May 8, 2007. FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTC or FKGRX.
Correlation
The correlation between FTC and FKGRX is 0.89, 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
FTC vs. FKGRX - Performance Comparison
Key characteristics
FTC:
1.85
FKGRX:
0.75
FTC:
2.52
FKGRX:
1.04
FTC:
1.32
FKGRX:
1.15
FTC:
2.27
FKGRX:
0.41
FTC:
11.04
FKGRX:
4.64
FTC:
2.68%
FKGRX:
2.53%
FTC:
16.00%
FKGRX:
15.68%
FTC:
-54.05%
FKGRX:
-51.50%
FTC:
-4.60%
FKGRX:
-17.96%
Returns By Period
In the year-to-date period, FTC achieves a 30.00% return, which is significantly higher than FKGRX's 11.75% return. Over the past 10 years, FTC has outperformed FKGRX with an annualized return of 12.28%, while FKGRX has yielded a comparatively lower 6.42% annualized return.
FTC
30.00%
-3.59%
15.85%
29.43%
14.80%
12.28%
FKGRX
11.75%
-8.52%
-2.92%
11.53%
4.07%
6.42%
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FTC vs. FKGRX - Expense Ratio Comparison
FTC has a 0.60% expense ratio, which is lower than FKGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FTC vs. FKGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Large Cap Growth AlphaDEX Fund (FTC) and Franklin Growth Fund (FKGRX). 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
FTC vs. FKGRX - Dividend Comparison
FTC's dividend yield for the trailing twelve months is around 0.32%, while FKGRX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTC First Trust Large Cap Growth AlphaDEX Fund | 0.32% | 0.65% | 0.91% | 0.00% | 0.40% | 0.64% | 0.35% | 0.40% | 0.86% | 0.52% | 0.76% | 0.46% |
FKGRX Franklin Growth Fund | 0.00% | 0.18% | 0.00% | 0.00% | 0.14% | 0.41% | 0.49% | 0.38% | 0.51% | 0.65% | 0.25% | 0.45% |
Drawdowns
FTC vs. FKGRX - Drawdown Comparison
The maximum FTC drawdown since its inception was -54.05%, roughly equal to the maximum FKGRX drawdown of -51.50%. Use the drawdown chart below to compare losses from any high point for FTC and FKGRX. For additional features, visit the drawdowns tool.
Volatility
FTC vs. FKGRX - Volatility Comparison
The current volatility for First Trust Large Cap Growth AlphaDEX Fund (FTC) is 5.70%, while Franklin Growth Fund (FKGRX) has a volatility of 7.80%. This indicates that FTC experiences smaller price fluctuations and is considered to be less risky than FKGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.