FDTRX vs. SWLGX

The year-to-date returns for both investments are quite close, with FDTRX having a -7.43% return and SWLGX slightly higher at -7.24%.

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FDTRX has a 0.48% expense ratio, which is higher than SWLGX's 0.04% expense ratio.

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.

The current FDTRX Sharpe Ratio is 0.31, which is lower than the SWLGX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of FDTRX and SWLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDTRX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.56%.

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.

Franklin DynaTech Fund Class R6 (FDTRX) has a higher volatility of 17.91% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 16.59%. 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.