EMO vs. FRDPX
Compare and contrast key facts about ClearBridge Energy Midstream Opportunity Fund (EMO) and Franklin Rising Dividends Fund (FRDPX).
EMO is an actively managed fund by Franklin Templeton. It was launched on Jun 10, 2011. FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987.
Performance
EMO vs. FRDPX - Performance Comparison
Loading graphics...
EMO vs. FRDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMO ClearBridge Energy Midstream Opportunity Fund | 20.88% | 7.38% | 44.45% | 31.76% | 40.13% | 74.70% | -64.47% | 19.60% | -25.73% | 0.07% |
FRDPX Franklin Rising Dividends Fund | -4.58% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
Returns By Period
In the year-to-date period, EMO achieves a 20.88% return, which is significantly higher than FRDPX's -4.58% return. Over the past 10 years, EMO has underperformed FRDPX with an annualized return of 9.52%, while FRDPX has yielded a comparatively higher 10.53% annualized return.
EMO
- 1D
- -0.92%
- 1M
- 2.78%
- YTD
- 20.88%
- 6M
- 23.15%
- 1Y
- 19.30%
- 3Y*
- 34.99%
- 5Y*
- 33.19%
- 10Y*
- 9.52%
FRDPX
- 1D
- -0.05%
- 1M
- -7.10%
- YTD
- -4.58%
- 6M
- -3.87%
- 1Y
- 8.41%
- 3Y*
- 8.63%
- 5Y*
- 7.61%
- 10Y*
- 10.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EMO vs. FRDPX - Expense Ratio Comparison
EMO has a 13.90% expense ratio, which is higher than FRDPX's 0.85% expense ratio.
Return for Risk
EMO vs. FRDPX — Risk / Return Rank
EMO
FRDPX
EMO vs. FRDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Energy Midstream Opportunity Fund (EMO) and Franklin Rising Dividends Fund (FRDPX). 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.
| EMO | FRDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.63 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.03 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.74 | +0.33 |
Martin ratioReturn relative to average drawdown | 3.23 | 3.45 | -0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EMO | FRDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.63 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.50 | +0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.62 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.60 | -0.48 |
Correlation
The correlation between EMO and FRDPX is 0.43, 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
EMO vs. FRDPX - Dividend Comparison
EMO's dividend yield for the trailing twelve months is around 8.11%, less than FRDPX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMO ClearBridge Energy Midstream Opportunity Fund | 8.11% | 9.41% | 7.16% | 6.79% | 6.71% | 6.71% | 15.82% | 10.94% | 16.39% | 10.85% | 9.76% | 11.88% |
FRDPX Franklin Rising Dividends Fund | 10.74% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
Drawdowns
EMO vs. FRDPX - Drawdown Comparison
The maximum EMO drawdown since its inception was -95.06%, which is greater than FRDPX's maximum drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for EMO and FRDPX.
Loading graphics...
Drawdown Indicators
| EMO | FRDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.06% | -51.57% | -43.49% |
Max Drawdown (1Y)Largest decline over 1 year | -18.81% | -10.54% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -28.59% | -21.07% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -93.02% | -34.89% | -58.13% |
Current DrawdownCurrent decline from peak | -2.55% | -7.10% | +4.55% |
Average DrawdownAverage peak-to-trough decline | -32.27% | -5.84% | -26.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 2.26% | +3.96% |
Volatility
EMO vs. FRDPX - Volatility Comparison
ClearBridge Energy Midstream Opportunity Fund (EMO) has a higher volatility of 4.63% compared to Franklin Rising Dividends Fund (FRDPX) at 3.46%. This indicates that EMO's price experiences larger fluctuations and is considered to be riskier than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EMO | FRDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.46% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 7.49% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.39% | 15.22% | +6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.78% | 15.36% | +11.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.41% | 17.16% | +24.25% |