SCGRX vs. FSKAX
Compare and contrast key facts about Franklin Multi-Asset Moderate Growth Fund (SCGRX) and Fidelity Total Market Index Fund (FSKAX).
SCGRX is managed by Franklin Templeton. It was launched on Feb 4, 1996. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCGRX or FSKAX.
Correlation
The correlation between SCGRX and FSKAX is 0.94, 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. FSKAX - Performance Comparison
Key characteristics
SCGRX:
0.17
FSKAX:
0.48
SCGRX:
0.34
FSKAX:
0.80
SCGRX:
1.05
FSKAX:
1.12
SCGRX:
0.15
FSKAX:
0.49
SCGRX:
0.55
FSKAX:
1.97
SCGRX:
4.63%
FSKAX:
4.80%
SCGRX:
15.03%
FSKAX:
19.81%
SCGRX:
-47.11%
FSKAX:
-35.01%
SCGRX:
-9.26%
FSKAX:
-10.49%
Returns By Period
In the year-to-date period, SCGRX achieves a -2.34% return, which is significantly higher than FSKAX's -6.32% return. Over the past 10 years, SCGRX has underperformed FSKAX with an annualized return of 0.97%, while FSKAX has yielded a comparatively higher 11.09% annualized return.
SCGRX
-2.34%
-2.10%
-5.42%
3.14%
5.63%
0.97%
FSKAX
-6.32%
-3.46%
-4.59%
9.98%
15.59%
11.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCGRX vs. FSKAX - Expense Ratio Comparison
SCGRX has a 0.43% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
SCGRX vs. FSKAX — Risk-Adjusted Performance Rank
SCGRX
FSKAX
SCGRX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Multi-Asset Moderate Growth Fund (SCGRX) and Fidelity Total Market Index Fund (FSKAX). 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. FSKAX - Dividend Comparison
SCGRX's dividend yield for the trailing twelve months is around 1.66%, more than FSKAX's 1.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGRX Franklin Multi-Asset Moderate Growth Fund | 1.66% | 1.62% | 1.46% | 1.82% | 3.67% | 1.24% | 1.85% | 2.42% | 1.53% | 1.51% | 1.35% | 1.57% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
SCGRX vs. FSKAX - Drawdown Comparison
The maximum SCGRX drawdown since its inception was -47.11%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for SCGRX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
SCGRX vs. FSKAX - Volatility Comparison
The current volatility for Franklin Multi-Asset Moderate Growth Fund (SCGRX) is 10.33%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 14.36%. This indicates that SCGRX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.