FCSGX

Active

Franklin Small Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.83%
Annual Cost per $10K
$183.00
30-Year Fee Drag per $10K
$30,754
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+4.29%

Asset Allocation

US Equity
91%
Intl Equity
7%
Cash
3%

Fee Comparison

FCSGX
1.83%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

73% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+43.07%3Y
Compare to

Fee Impact Calculator

$
%
FCSGX at 1.83%$226,843
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$153,769
Cost vs index fund−$150,581

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
FCSGXFranklin Small Cap Growth Fund1.83%
RICAXInvestment Co of America1.36%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
FBCCXFidelity Blue Chip Growth Fund0.97%
MEGRXMFS Growth Fund1.08%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
QCGRFXCollege Retirement Equities Fund - Growth Account
JDVFXDisciplined Value Fund1.71%
OIEFXJPMorgan Equity Income Fund0.95%
FRDRXFranklin Rising Dividends Fund1.08%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
FOCKXFidelity OTC Portfolio1.05%
FRGSXFranklin Growth Fund1.54%
BPTUXBaron Partners Fund1.99%
RRFDXT. Rowe Price Equity Income Fund1.25%
FDNRXFranklin Dynatech Fund1.07%
JMUEXJPMorgan U.S. Equity Fund0.94%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
PMAQXMidCap Fund1.46%
TWCCXUltra Fund1.89%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
FNITXFidelity Advisor New Insights Fund1.15%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
MCBVXMFS Mid Cap Value Fund1.74%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
AGWRXGrowth Fund1.39%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
ECASXEaton Vance Atlanta Capital SMID-Cap Fund1.87%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
SBLGXClearBridge Large Cap Growth Fund1.01%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
JSECXJPMorgan Small Cap Equity Fund1.24%
NLSAXNeuberger Berman Long Short Fund1.68%
CCIFXColumbia Seligman Technology and Information Fund0.91%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
KTCCXDWS Science and Technology Fund1.75%
GTECXGateway Fund1.70%
HGICXHARTFORD CORE EQUITY FUND1.45%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
POLRXPolen Growth Fund1.22%
VLNPXVoya Small Cap Growth Fund2.01%
FSIUXInvesco Dividend Income Fund1.69%
DCCRXMacquarie Small Cap Core Fund1.31%
FAEGXFidelity Advisor Equity Growth Fund1.17%
JGAQXJPMorgan Value Advantage Fund0.99%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
PCSMXSmallCap Growth Fund I1.44%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
PLFMXLargeCap S&P 500 Index Fund1.29%
LMPIXClearBridge Appreciation Fund1.00%
MSHLXGROWTH PORTFOLIO1.37%
ESPAXAllspring Special Small Cap Value Fund1.17%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CSMEXCarillon Scout Mid Cap Fund1.25%
RETSXTax-Managed U.S. Large Cap Fund0.91%
NDVAXMFS New Discovery Value Fund1.46%
MEFAXMassMutual Mid Cap Growth Fund1.11%
PABVXMidCap Value Fund I1.19%
LCBVXClearBridge Large Cap Value Fund1.40%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
MSRRXMFS Research Fund1.02%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
ASMMXInvesco Summit Fund1.23%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
FCPVXFidelity Small Cap Value Fund1.20%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
LMPFXClearBridge Growth Fund1.13%
SASMXClearBridge Small Cap Growth Fund1.19%
FRURXFranklin Utilities Fund1.06%
SUWCXDWS Core Equity Fund1.59%
SVFFXSmead Value Fund0.95%
LGLAXLord Abbett Growth Leaders Fund0.90%
CCASXCONESTOGA SMALL CAP FUND1.10%
TWHIXHeritage Fund1.00%
TAGRXFundamental Large Cap Core Fund1.02%
CSIEXCalvert Equity Fund0.90%
CCVAXCalvert Small Cap Fund1.19%
ABCSXAB Discovery Value Fund1.84%
ACSLXSelect Fund1.90%
BSCUXBARON SMALL CAP FUND1.05%
FGSGXFidelity Growth Strategies Fund1.23%
DEVLXMacquarie Small Cap Value Fund1.10%
BARUXBARON ASSET FUND1.04%
SGRAXAllspring Growth Fund1.15%
SDGAXDWS Capital Growth Fund1.30%
RSEAXU.S. Strategic Equity Fund1.10%
WWNPXKinetics Paradigm Fund Feeder 11.64%

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