TEMGX vs. FKGRX

Last updated Apr 2, 2026

Compare and contrast key facts about Templeton Global Smaller Companies Fund (TEMGX) and Franklin Growth Fund (FKGRX).

TEMGX is managed by Franklin Templeton. It was launched on May 31, 1981. FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948.

Performance

TEMGX vs. FKGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Global Smaller Companies Fund (TEMGX) and Franklin Growth Fund (FKGRX). The values are adjusted to include any dividend payments, if applicable.

TEMGX vs. FKGRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TEMGX Templeton Global Smaller Companies Fund	-2.53%	5.43%	3.42%	16.62%	-24.00%	15.06%	13.23%	24.50%	-18.10%	24.94%
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, TEMGX achieves a -2.53% return, which is significantly higher than FKGRX's -5.57% return. Over the past 10 years, TEMGX has underperformed FKGRX with an annualized return of 5.44%, while FKGRX has yielded a comparatively higher 12.88% annualized return.

TEMGX

• 1D: 2.89%
• 1M: -8.50%
• YTD: -2.53%
• 6M: -2.60%
• 1Y: 9.51%
• 3Y*: 4.90%
• 5Y*: -0.62%
• 10Y*: 5.44%

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TEMGX vs. FKGRX - Expense Ratio Comparison

TEMGX has a 1.31% expense ratio, which is higher than FKGRX's 0.79% expense ratio.

TEMGX

Templeton Global Smaller Companies Fund

FKGRX

Franklin Growth Fund

Return for Risk

TEMGX vs. FKGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TEMGX

TEMGX Risk / Return Rank: 15
TEMGX Sharpe Ratio Rank: 15
TEMGX Sortino Ratio Rank: 16
TEMGX Omega Ratio Rank: 14
TEMGX Calmar Ratio Rank: 16
TEMGX Martin Ratio Rank: 15

FKGRX

FKGRX Risk / Return Rank: 45
FKGRX Sharpe Ratio Rank: 36
FKGRX Sortino Ratio Rank: 42
FKGRX Omega Ratio Rank: 38
FKGRX Calmar Ratio Rank: 56
FKGRX Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TEMGX vs. FKGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Smaller Companies Fund (TEMGX) 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.

	TEMGX	FKGRX	Difference
Sharpe ratio Return per unit of total volatility	0.55	0.83	-0.28
Sortino ratio Return per unit of downside risk	0.89	1.34	-0.45
Omega ratio Gain probability vs. loss probability	1.12	1.19	-0.07
Calmar ratio Return relative to maximum drawdown	0.69	1.39	-0.69
Martin ratio Return relative to average drawdown	2.24	5.21	-2.98
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TEMGX vs. FKGRX - Sharpe Ratio Comparison

The current TEMGX Sharpe Ratio is 0.55, which is lower than the FKGRX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of TEMGX and FKGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TEMGX	FKGRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.55	0.83	-0.28
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	0.39	-0.42
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.32	0.66	-0.35
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.69	-0.25

Correlation

The correlation between TEMGX and FKGRX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

TEMGX vs. FKGRX - Dividend Comparison

TEMGX's dividend yield for the trailing twelve months is around 4.81%, less than FKGRX's 15.22% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TEMGX Templeton Global Smaller Companies Fund	4.81%	4.69%	2.98%	1.09%	3.14%	10.66%	2.58%	2.16%	9.12%	3.65%	0.33%	0.21%
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

TEMGX vs. FKGRX - Drawdown Comparison

The maximum TEMGX drawdown since its inception was -68.70%, which is greater than FKGRX's maximum drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for TEMGX and FKGRX.

Drawdown Indicators

	TEMGX	FKGRX	Difference
Max Drawdown Largest peak-to-trough decline	-68.70%	-51.08%	-17.62%
Max Drawdown (1Y) Largest decline over 1 year	-12.99%	-11.48%	-1.51%
Max Drawdown (5Y) Largest decline over 5 years	-36.20%	-32.22%	-3.98%
Max Drawdown (10Y) Largest decline over 10 years	-41.61%	-32.52%	-9.09%
Current Drawdown Current decline from peak	-10.18%	-8.62%	-1.56%
Average Drawdown Average peak-to-trough decline	-11.99%	-6.76%	-5.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.03%	3.05%	+0.98%

Volatility

TEMGX vs. FKGRX - Volatility Comparison

Templeton Global Smaller Companies Fund (TEMGX) has a higher volatility of 6.46% compared to Franklin Growth Fund (FKGRX) at 5.85%. This indicates that TEMGX'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.

Volatility by Period

	TEMGX	FKGRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.46%	5.85%	+0.61%
Volatility (6M) Calculated over the trailing 6-month period	10.48%	10.49%	-0.01%
Volatility (1Y) Calculated over the trailing 1-year period	17.68%	18.91%	-1.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.26%	19.62%	-2.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.25%	19.50%	-2.25%