CFIPX vs. FKDNX

In the year-to-date period, CFIPX achieves a 0.21% return, which is significantly higher than FKDNX's -0.75% return. Over the past 10 years, CFIPX has underperformed FKDNX with an annualized return of 7.71%, while FKDNX has yielded a comparatively higher 14.38% annualized return.

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CFIPX has a 1.30% expense ratio, which is higher than FKDNX's 0.79% expense ratio.

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.

The current CFIPX Sharpe Ratio is 1.53, which is comparable to the FKDNX Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of CFIPX and FKDNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CFIPX's dividend yield for the trailing twelve months is around 0.66%, while FKDNX has not paid dividends to shareholders.

The maximum CFIPX drawdown since its inception was -66.61%, roughly equal to the maximum FKDNX drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for CFIPX and FKDNX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Global Equity Fund (CFIPX) is 5.34%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.39%. 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.