SCGRX vs. BIAPX
Compare and contrast key facts about Franklin Multi-Asset Moderate Growth Fund (SCGRX) and BlackRock 80/20 Target Allocation Fund (BIAPX).
SCGRX is managed by Franklin Templeton. It was launched on Feb 4, 1996. BIAPX is managed by Blackrock. It was launched on Dec 20, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCGRX or BIAPX.
Correlation
The correlation between SCGRX and BIAPX is 0.92, 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
SCGRX vs. BIAPX - Performance Comparison
Key characteristics
SCGRX:
1.06
BIAPX:
0.77
SCGRX:
1.44
BIAPX:
1.04
SCGRX:
1.20
BIAPX:
1.16
SCGRX:
1.31
BIAPX:
0.89
SCGRX:
4.61
BIAPX:
2.73
SCGRX:
2.47%
BIAPX:
3.43%
SCGRX:
10.72%
BIAPX:
12.23%
SCGRX:
-47.11%
BIAPX:
-54.63%
SCGRX:
-2.91%
BIAPX:
-5.66%
Returns By Period
The year-to-date returns for both investments are quite close, with SCGRX having a 4.49% return and BIAPX slightly higher at 4.52%. Over the past 10 years, SCGRX has underperformed BIAPX with an annualized return of 1.81%, while BIAPX has yielded a comparatively higher 5.09% annualized return.
SCGRX
4.49%
2.59%
3.26%
11.04%
3.49%
1.81%
BIAPX
4.52%
2.75%
-1.01%
9.08%
6.59%
5.09%
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SCGRX vs. BIAPX - Expense Ratio Comparison
SCGRX has a 0.43% expense ratio, which is higher than BIAPX's 0.10% expense ratio.
Risk-Adjusted Performance
SCGRX vs. BIAPX — Risk-Adjusted Performance Rank
SCGRX
BIAPX
SCGRX vs. BIAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Moderate Growth Fund (SCGRX) and BlackRock 80/20 Target Allocation Fund (BIAPX). 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
SCGRX vs. BIAPX - Dividend Comparison
SCGRX's dividend yield for the trailing twelve months is around 1.55%, less than BIAPX's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGRX Franklin Multi-Asset Moderate Growth Fund | 1.55% | 1.62% | 1.46% | 1.82% | 3.67% | 1.24% | 1.85% | 2.42% | 1.53% | 1.51% | 1.35% | 1.57% |
BIAPX BlackRock 80/20 Target Allocation Fund | 1.81% | 1.89% | 1.94% | 1.99% | 1.87% | 1.11% | 2.01% | 1.45% | 1.77% | 1.67% | 1.78% | 3.76% |
Drawdowns
SCGRX vs. BIAPX - Drawdown Comparison
The maximum SCGRX drawdown since its inception was -47.11%, smaller than the maximum BIAPX drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SCGRX and BIAPX. For additional features, visit the drawdowns tool.
Volatility
SCGRX vs. BIAPX - Volatility Comparison
Franklin Multi-Asset Moderate Growth Fund (SCGRX) and BlackRock 80/20 Target Allocation Fund (BIAPX) have volatilities of 2.47% and 2.58%, 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.