LCLAX vs. FKGRX
Compare and contrast key facts about ClearBridge Select Fund Class A (LCLAX) and Franklin Growth Fund (FKGRX).
LCLAX is managed by Franklin Templeton. It was launched on Sep 23, 2013. FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948.
Performance
LCLAX vs. FKGRX - Performance Comparison
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LCLAX vs. FKGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCLAX ClearBridge Select Fund Class A | -7.91% | 6.87% | 21.13% | 23.82% | -33.28% | 19.86% | 58.29% | 33.03% | 10.18% | 38.69% |
FKGRX Franklin Growth Fund | -5.57% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -3.37% | 26.31% |
Returns By Period
In the year-to-date period, LCLAX achieves a -7.91% return, which is significantly lower than FKGRX's -5.57% return. Over the past 10 years, LCLAX has outperformed FKGRX with an annualized return of 15.63%, while FKGRX has yielded a comparatively lower 12.88% annualized return.
LCLAX
- 1D
- 3.17%
- 1M
- -5.93%
- YTD
- -7.91%
- 6M
- -9.68%
- 1Y
- 7.46%
- 3Y*
- 10.88%
- 5Y*
- 1.87%
- 10Y*
- 15.63%
FKGRX
- 1D
- 3.23%
- 1M
- -5.71%
- YTD
- -5.57%
- 6M
- -4.46%
- 1Y
- 15.13%
- 3Y*
- 14.51%
- 5Y*
- 7.54%
- 10Y*
- 12.88%
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LCLAX vs. FKGRX - Expense Ratio Comparison
LCLAX has a 1.10% expense ratio, which is higher than FKGRX's 0.79% expense ratio.
Return for Risk
LCLAX vs. FKGRX — Risk / Return Rank
LCLAX
FKGRX
LCLAX vs. FKGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund Class A (LCLAX) 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.
| LCLAX | FKGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.83 | -0.43 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.34 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.39 | -0.83 |
Martin ratioReturn relative to average drawdown | 1.79 | 5.21 | -3.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCLAX | FKGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.83 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.39 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.66 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.69 | -0.09 |
Correlation
The correlation between LCLAX 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.
Dividends
LCLAX vs. FKGRX - Dividend Comparison
LCLAX has not paid dividends to shareholders, while FKGRX's dividend yield for the trailing twelve months is around 15.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCLAX ClearBridge Select Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.38% | 0.00% | 0.00% | 1.31% | 2.15% | 1.13% | 5.31% |
FKGRX Franklin Growth Fund | 15.22% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
Drawdowns
LCLAX vs. FKGRX - Drawdown Comparison
The maximum LCLAX drawdown since its inception was -43.64%, smaller than the maximum FKGRX drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for LCLAX and FKGRX.
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Drawdown Indicators
| LCLAX | FKGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.64% | -51.08% | +7.44% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -11.48% | -2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.64% | -32.22% | -11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -43.64% | -32.52% | -11.12% |
Current DrawdownCurrent decline from peak | -11.64% | -8.62% | -3.02% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -6.76% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.05% | +1.40% |
Volatility
LCLAX vs. FKGRX - Volatility Comparison
ClearBridge Select Fund Class A (LCLAX) has a higher volatility of 6.54% compared to Franklin Growth Fund (FKGRX) at 5.85%. This indicates that LCLAX's price experiences larger fluctuations and is considered to be riskier than FKGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCLAX | FKGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 5.85% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 10.49% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 18.91% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 19.62% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 19.50% | +2.42% |