FDTRX vs. SWLGX
Compare and contrast key facts about Franklin DynaTech Fund Class R6 (FDTRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
FDTRX is managed by Franklin Templeton. It was launched on Jun 24, 2013. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTRX or SWLGX.
Correlation
The correlation between FDTRX and SWLGX is 0.94, 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
FDTRX vs. SWLGX - Performance Comparison
Key characteristics
FDTRX:
1.22
SWLGX:
1.67
FDTRX:
1.70
SWLGX:
2.21
FDTRX:
1.23
SWLGX:
1.30
FDTRX:
1.54
SWLGX:
2.26
FDTRX:
6.82
SWLGX:
8.52
FDTRX:
3.94%
SWLGX:
3.48%
FDTRX:
22.08%
SWLGX:
17.80%
FDTRX:
-48.77%
SWLGX:
-33.28%
FDTRX:
-0.44%
SWLGX:
-0.43%
Returns By Period
In the year-to-date period, FDTRX achieves a 5.88% return, which is significantly higher than SWLGX's 3.77% return.
FDTRX
5.88%
3.96%
13.75%
24.57%
13.72%
14.95%
SWLGX
3.77%
2.89%
14.86%
27.93%
17.62%
N/A
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FDTRX vs. SWLGX - Expense Ratio Comparison
FDTRX has a 0.48% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
FDTRX vs. SWLGX — Risk-Adjusted Performance Rank
FDTRX
SWLGX
FDTRX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund Class R6 (FDTRX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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
FDTRX vs. SWLGX - Dividend Comparison
FDTRX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FDTRX Franklin DynaTech Fund Class R6 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.50% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% |
Drawdowns
FDTRX vs. SWLGX - Drawdown Comparison
The maximum FDTRX drawdown since its inception was -48.77%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for FDTRX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
FDTRX vs. SWLGX - Volatility Comparison
Franklin DynaTech Fund Class R6 (FDTRX) has a higher volatility of 6.72% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.20%. This indicates that FDTRX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.