FADTX vs. FKDNX
Compare and contrast key facts about Fidelity Advisor Technology Fund Class A (FADTX) and Franklin DynaTech Fund (FKDNX).
FADTX 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: FADTX or FKDNX.
Key characteristics
| FADTX | FKDNX | |
|---|---|---|
| YTD Return | 33.75% | 31.64% |
| 1Y Return | 36.92% | 40.92% |
| 3Y Return (Ann) | 4.20% | 0.96% |
| 5Y Return (Ann) | 17.38% | 15.52% |
| 10Y Return (Ann) | 14.61% | 13.97% |
| Sharpe Ratio | 1.60 | 1.95 |
| Sortino Ratio | 2.14 | 2.57 |
| Omega Ratio | 1.28 | 1.35 |
| Calmar Ratio | 1.76 | 1.46 |
| Martin Ratio | 7.48 | 10.66 |
| Ulcer Index | 4.95% | 3.82% |
| Daily Std Dev | 23.13% | 20.94% |
| Max Drawdown | -82.49% | -55.85% |
| Current Drawdown | -0.93% | -0.95% |
Correlation
The correlation between FADTX and FKDNX is 0.92, 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
FADTX vs. FKDNX - Performance Comparison
In the year-to-date period, FADTX achieves a 33.75% return, which is significantly higher than FKDNX's 31.64% return. Both investments have delivered pretty close results over the past 10 years, with FADTX having a 14.61% annualized return and FKDNX not far behind at 13.97%. 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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FADTX vs. FKDNX - Expense Ratio Comparison
FADTX has a 0.97% expense ratio, which is higher than FKDNX's 0.79% expense ratio.
Risk-Adjusted Performance
FADTX vs. FKDNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Technology Fund Class A (FADTX) 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
FADTX vs. FKDNX - Dividend Comparison
Neither FADTX nor FKDNX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.55% | 8.64% | 1.22% |
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
FADTX vs. FKDNX - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.49%, which is greater than FKDNX's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FADTX and FKDNX. For additional features, visit the drawdowns tool.
Volatility
FADTX vs. FKDNX - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) and Franklin DynaTech Fund (FKDNX) have volatilities of 5.93% and 5.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.