FIFOX vs. FKDNX

In the year-to-date period, FIFOX achieves a 1.38% return, which is significantly lower than FKDNX's 1.47% return.

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FIFOX has a 1.15% 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 Founders Fund Class A (FIFOX) 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 FIFOX Sharpe Ratio is 0.74, which is higher than the FKDNX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of FIFOX 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.

FIFOX's dividend yield for the trailing twelve months is around 3.14%, while FKDNX has not paid dividends to shareholders.

The maximum FIFOX drawdown since its inception was -32.69%, smaller than the maximum FKDNX drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FIFOX and FKDNX.

The current volatility for Fidelity Advisor Founders Fund Class A (FIFOX) is 5.34%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.31%. This indicates that FIFOX 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.