EPGAX vs. FKDNX

In the year-to-date period, EPGAX achieves a 3.70% return, which is significantly lower than FKDNX's 5.01% return. Over the past 10 years, EPGAX has underperformed FKDNX with an annualized return of 8.29%, while FKDNX has yielded a comparatively higher 14.16% annualized return.

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EPGAX has a 0.97% expense ratio, which is higher than FKDNX's 0.79% expense ratio.

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.

The current EPGAX Sharpe Ratio is 0.39, which is lower than the FKDNX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of EPGAX 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.

Neither EPGAX nor FKDNX has paid dividends to shareholders.

The maximum EPGAX drawdown since its inception was -62.95%, 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.

The current volatility for Fidelity Advisor Equity Growth Fund Class A (EPGAX) is 5.15%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.68%. 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.