CFIPX vs. FKDNX
Compare and contrast key facts about Franklin Global Equity Fund (CFIPX) and Franklin DynaTech Fund (FKDNX).
CFIPX is managed by Franklin Templeton. It was launched on Feb 28, 1991. FKDNX is managed by Franklin Templeton. It was launched on Jan 2, 1968.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFIPX or FKDNX.
Key characteristics
| CFIPX | FKDNX | |
|---|---|---|
| YTD Return | 27.23% | 32.63% |
| 1Y Return | 38.99% | 49.25% |
| 3Y Return (Ann) | 6.09% | 1.14% |
| 5Y Return (Ann) | 9.98% | 16.21% |
| 10Y Return (Ann) | 8.34% | 13.96% |
| Sharpe Ratio | 3.06 | 2.25 |
| Sortino Ratio | 4.09 | 2.91 |
| Omega Ratio | 1.56 | 1.40 |
| Calmar Ratio | 2.64 | 1.52 |
| Martin Ratio | 18.46 | 12.49 |
| Ulcer Index | 2.08% | 3.82% |
| Daily Std Dev | 12.59% | 21.20% |
| Max Drawdown | -66.61% | -55.85% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between CFIPX and FKDNX is 0.62, 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.
Performance
CFIPX vs. FKDNX - Performance Comparison
In the year-to-date period, CFIPX achieves a 27.23% return, which is significantly lower than FKDNX's 32.63% return. Over the past 10 years, CFIPX has underperformed FKDNX with an annualized return of 8.34%, while FKDNX has yielded a comparatively higher 13.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CFIPX vs. FKDNX - Expense Ratio Comparison
CFIPX has a 1.30% expense ratio, which is higher than FKDNX's 0.79% expense ratio.
Risk-Adjusted Performance
CFIPX vs. FKDNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and Franklin DynaTech Fund (FKDNX). 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
CFIPX vs. FKDNX - Dividend Comparison
CFIPX's dividend yield for the trailing twelve months is around 0.78%, while FKDNX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFIPX Franklin Global Equity Fund | 0.78% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% | 0.71% |
FKDNX Franklin DynaTech Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CFIPX vs. FKDNX - Drawdown Comparison
The maximum CFIPX drawdown since its inception was -66.61%, which is greater than FKDNX's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for CFIPX and FKDNX. For additional features, visit the drawdowns tool.
Volatility
CFIPX vs. FKDNX - Volatility Comparison
The current volatility for Franklin Global Equity Fund (CFIPX) is 3.62%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.29%. This indicates that CFIPX experiences smaller price fluctuations and is considered to be less risky than FKDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.