FISEX vs. FDFIX
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and Fidelity Flex 500 Index Fund (FDFIX).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISEX or FDFIX.
Correlation
The correlation between FISEX and FDFIX is 0.88, 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
FISEX vs. FDFIX - Performance Comparison
Key characteristics
FISEX:
1.24
FDFIX:
2.19
FISEX:
1.56
FDFIX:
2.91
FISEX:
1.26
FDFIX:
1.40
FISEX:
1.16
FDFIX:
3.36
FISEX:
4.28
FDFIX:
13.99
FISEX:
3.51%
FDFIX:
2.02%
FISEX:
12.13%
FDFIX:
12.90%
FISEX:
-58.50%
FDFIX:
-33.77%
FISEX:
-9.59%
FDFIX:
-1.40%
Returns By Period
In the year-to-date period, FISEX achieves a 3.45% return, which is significantly higher than FDFIX's 1.99% return.
FISEX
3.45%
-3.34%
0.30%
13.65%
6.07%
6.12%
FDFIX
1.99%
2.29%
9.65%
25.63%
14.30%
N/A
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FISEX vs. FDFIX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
FISEX vs. FDFIX — Risk-Adjusted Performance Rank
FISEX
FDFIX
FISEX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) and Fidelity Flex 500 Index Fund (FDFIX). 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
FISEX vs. FDFIX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 2.24%, more than FDFIX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 2.24% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
FDFIX Fidelity Flex 500 Index Fund | 1.23% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% |
Drawdowns
FISEX vs. FDFIX - Drawdown Comparison
The maximum FISEX drawdown since its inception was -58.50%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for FISEX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
FISEX vs. FDFIX - Volatility Comparison
Franklin Equity Income Fund (FISEX) has a higher volatility of 7.90% compared to Fidelity Flex 500 Index Fund (FDFIX) at 5.06%. This indicates that FISEX's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.