FISCX vs. FRDPX
Compare and contrast key facts about Franklin Convertible Securities Fund (FISCX) and Franklin Rising Dividends Fund (FRDPX).
FISCX is managed by Franklin Templeton. It was launched on Apr 14, 1987. FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987.
Performance
FISCX vs. FRDPX - Performance Comparison
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FISCX vs. FRDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISCX Franklin Convertible Securities Fund | -3.19% | 13.63% | 16.62% | 9.96% | -15.95% | -5.70% | 46.28% | 33.99% | 4.15% | 17.98% |
FRDPX Franklin Rising Dividends Fund | -4.58% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
Returns By Period
In the year-to-date period, FISCX achieves a -3.19% return, which is significantly higher than FRDPX's -4.58% return. Over the past 10 years, FISCX has outperformed FRDPX with an annualized return of 11.24%, while FRDPX has yielded a comparatively lower 10.53% annualized return.
FISCX
- 1D
- -0.82%
- 1M
- -4.91%
- YTD
- -3.19%
- 6M
- -0.23%
- 1Y
- 13.11%
- 3Y*
- 10.67%
- 5Y*
- 1.92%
- 10Y*
- 11.24%
FRDPX
- 1D
- -0.05%
- 1M
- -7.10%
- YTD
- -4.58%
- 6M
- -3.87%
- 1Y
- 8.41%
- 3Y*
- 8.63%
- 5Y*
- 7.61%
- 10Y*
- 10.53%
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FISCX vs. FRDPX - Expense Ratio Comparison
FISCX has a 0.83% expense ratio, which is lower than FRDPX's 0.85% expense ratio.
Return for Risk
FISCX vs. FRDPX — Risk / Return Rank
FISCX
FRDPX
FISCX vs. FRDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Convertible Securities Fund (FISCX) and Franklin Rising Dividends Fund (FRDPX). 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.
| FISCX | FRDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.63 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.03 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.74 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.28 | 3.45 | +2.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISCX | FRDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.63 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.50 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.62 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.60 | +0.18 |
Correlation
The correlation between FISCX and FRDPX is 0.73, 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.
Dividends
FISCX vs. FRDPX - Dividend Comparison
FISCX's dividend yield for the trailing twelve months is around 10.23%, less than FRDPX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISCX Franklin Convertible Securities Fund | 10.23% | 9.94% | 4.87% | 2.22% | 8.70% | 8.10% | 11.30% | 16.05% | 7.09% | 7.68% | 4.62% | 4.68% |
FRDPX Franklin Rising Dividends Fund | 10.74% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
Drawdowns
FISCX vs. FRDPX - Drawdown Comparison
The maximum FISCX drawdown since its inception was -49.16%, roughly equal to the maximum FRDPX drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for FISCX and FRDPX.
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Drawdown Indicators
| FISCX | FRDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.16% | -51.57% | +2.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -10.54% | +3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -34.37% | -21.07% | -13.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.37% | -34.89% | +0.52% |
Current DrawdownCurrent decline from peak | -6.38% | -7.10% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -5.84% | -1.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 2.26% | -0.47% |
Volatility
FISCX vs. FRDPX - Volatility Comparison
Franklin Convertible Securities Fund (FISCX) has a higher volatility of 4.43% compared to Franklin Rising Dividends Fund (FRDPX) at 3.46%. This indicates that FISCX's price experiences larger fluctuations and is considered to be riskier than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISCX | FRDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.46% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.34% | 7.49% | +0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 15.22% | -3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 15.36% | -2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.42% | 17.16% | -3.74% |