FKDNX vs. AGTHX
Compare and contrast key facts about Franklin DynaTech Fund (FKDNX) and American Funds The Growth Fund of America Class A (AGTHX).
FKDNX is managed by Franklin Templeton. It was launched on Jan 2, 1968. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKDNX or AGTHX.
Correlation
The correlation between FKDNX and AGTHX is 0.89, 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
FKDNX vs. AGTHX - Performance Comparison
Key characteristics
FKDNX:
1.01
AGTHX:
1.70
FKDNX:
1.46
AGTHX:
2.28
FKDNX:
1.19
AGTHX:
1.31
FKDNX:
1.22
AGTHX:
2.64
FKDNX:
5.65
AGTHX:
10.50
FKDNX:
3.96%
AGTHX:
2.53%
FKDNX:
22.05%
AGTHX:
15.63%
FKDNX:
-55.85%
AGTHX:
-51.65%
FKDNX:
-2.50%
AGTHX:
-1.03%
Returns By Period
In the year-to-date period, FKDNX achieves a 3.67% return, which is significantly lower than AGTHX's 5.56% return. Both investments have delivered pretty close results over the past 10 years, with FKDNX having a 14.03% annualized return and AGTHX not far behind at 13.63%.
FKDNX
3.67%
-0.40%
11.27%
25.49%
13.29%
14.03%
AGTHX
5.56%
0.94%
14.52%
27.75%
14.02%
13.63%
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FKDNX vs. AGTHX - Expense Ratio Comparison
FKDNX has a 0.79% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
FKDNX vs. AGTHX — Risk-Adjusted Performance Rank
FKDNX
AGTHX
FKDNX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and American Funds The Growth Fund of America Class A (AGTHX). 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
FKDNX vs. AGTHX - Dividend Comparison
FKDNX has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 8.51%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FKDNX Franklin DynaTech Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 8.51% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
FKDNX vs. AGTHX - Drawdown Comparison
The maximum FKDNX drawdown since its inception was -55.85%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for FKDNX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
FKDNX vs. AGTHX - Volatility Comparison
Franklin DynaTech Fund (FKDNX) has a higher volatility of 6.69% compared to American Funds The Growth Fund of America Class A (AGTHX) at 3.75%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.