EPGAX vs. FKDNX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class A (EPGAX) and Franklin DynaTech Fund (FKDNX).
EPGAX is managed by Fidelity. It was launched on Sep 3, 1996. 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: EPGAX or FKDNX.
Key characteristics
| EPGAX | FKDNX | |
|---|---|---|
| YTD Return | 32.49% | 32.63% |
| 1Y Return | 44.88% | 49.25% |
| 3Y Return (Ann) | 4.32% | 1.14% |
| 5Y Return (Ann) | 12.25% | 16.21% |
| 10Y Return (Ann) | 9.82% | 13.96% |
| Sharpe Ratio | 2.79 | 2.25 |
| Sortino Ratio | 3.64 | 2.91 |
| Omega Ratio | 1.50 | 1.40 |
| Calmar Ratio | 0.59 | 1.52 |
| Martin Ratio | 15.67 | 12.49 |
| Ulcer Index | 2.80% | 3.82% |
| Daily Std Dev | 15.77% | 21.20% |
| Max Drawdown | -95.79% | -55.85% |
| Current Drawdown | -63.09% | 0.00% |
Correlation
The correlation between EPGAX and FKDNX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EPGAX vs. FKDNX - Performance Comparison
The year-to-date returns for both investments are quite close, with EPGAX having a 32.49% return and FKDNX slightly higher at 32.63%. Over the past 10 years, EPGAX has underperformed FKDNX with an annualized return of 9.82%, 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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EPGAX vs. FKDNX - Expense Ratio Comparison
EPGAX has a 0.97% expense ratio, which is higher than FKDNX's 0.79% expense ratio.
Risk-Adjusted Performance
EPGAX vs. FKDNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class A (EPGAX) 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
EPGAX vs. FKDNX - Dividend Comparison
Neither EPGAX nor FKDNX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.74% |
FKDNX Franklin DynaTech Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EPGAX vs. FKDNX - Drawdown Comparison
The maximum EPGAX drawdown since its inception was -95.79%, which is greater than FKDNX's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for EPGAX and FKDNX. For additional features, visit the drawdowns tool.
Volatility
EPGAX vs. FKDNX - Volatility Comparison
The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 4.44%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.29%. This indicates that EPGAX 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.