Correlation
The correlation between FADTX and FKDNX is 0.83, 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.
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.
Performance
FADTX vs. FKDNX - Performance Comparison
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Key characteristics
FADTX:
0.35
FKDNX:
0.52
FADTX:
0.58
FKDNX:
0.77
FADTX:
1.08
FKDNX:
1.10
FADTX:
0.28
FKDNX:
0.46
FADTX:
0.86
FKDNX:
1.45
FADTX:
9.47%
FKDNX:
8.36%
FADTX:
32.90%
FKDNX:
29.64%
FADTX:
-82.50%
FKDNX:
-55.85%
FADTX:
-7.95%
FKDNX:
-4.57%
Returns By Period
In the year-to-date period, FADTX achieves a -3.69% return, which is significantly lower than FKDNX's 1.47% return. Over the past 10 years, FADTX has outperformed FKDNX with an annualized return of 19.96%, while FKDNX has yielded a comparatively lower 14.94% annualized return.
FADTX
-3.69%
11.30%
-3.80%
11.40%
21.56%
20.03%
19.96%
FKDNX
1.47%
11.29%
0.53%
15.39%
18.60%
12.06%
14.94%
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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 Rank
FADTX
FKDNX
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.
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Dividends
FADTX vs. FKDNX - Dividend Comparison
FADTX's dividend yield for the trailing twelve months is around 8.32%, while FKDNX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADTX Fidelity Advisor Technology Fund Class A | 8.32% | 8.01% | 3.94% | 3.72% | 12.63% | 7.85% | 2.52% | 23.98% | 8.23% | 1.63% | 4.55% | 8.57% |
FKDNX Franklin DynaTech Fund | 0.00% | 0.00% | 0.00% | 0.00% | 1.43% | 0.00% | 0.74% | 2.92% | 1.77% | 3.55% | 2.46% | 3.50% |
Drawdowns
FADTX vs. FKDNX - Drawdown Comparison
The maximum FADTX drawdown since its inception was -82.50%, 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.
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Volatility
FADTX vs. FKDNX - Volatility Comparison
Fidelity Advisor Technology Fund Class A (FADTX) has a higher volatility of 7.40% compared to Franklin DynaTech Fund (FKDNX) at 6.31%. This indicates that FADTX's price experiences larger fluctuations and is considered to be riskier than FKDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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