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FKDNX vs. AGTHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FKDNX and AGTHX is 0.85, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin DynaTech Fund (FKDNX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

2,000.00%4,000.00%6,000.00%8,000.00%December2025FebruaryMarchAprilMay
1,530.55%
7,704.51%
FKDNX
AGTHX

Key characteristics

Sharpe Ratio

FKDNX:

0.34

AGTHX:

0.54

Sortino Ratio

FKDNX:

0.63

AGTHX:

0.89

Omega Ratio

FKDNX:

1.09

AGTHX:

1.13

Calmar Ratio

FKDNX:

0.34

AGTHX:

0.56

Martin Ratio

FKDNX:

1.10

AGTHX:

2.03

Ulcer Index

FKDNX:

8.24%

AGTHX:

5.99%

Daily Std Dev

FKDNX:

29.21%

AGTHX:

22.57%

Max Drawdown

FKDNX:

-55.85%

AGTHX:

-65.31%

Current Drawdown

FKDNX:

-10.88%

AGTHX:

-8.51%

Returns By Period

In the year-to-date period, FKDNX achieves a -5.24% return, which is significantly lower than AGTHX's -2.42% return. Over the past 10 years, FKDNX has outperformed AGTHX with an annualized return of 12.96%, while AGTHX has yielded a comparatively lower 12.28% annualized return.


FKDNX

YTD

-5.24%

1M

20.82%

6M

-6.06%

1Y

9.93%

5Y*

11.56%

10Y*

12.96%

AGTHX

YTD

-2.42%

1M

16.65%

6M

-3.08%

1Y

12.20%

5Y*

13.71%

10Y*

12.28%

*Annualized

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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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKDNX
The Risk-Adjusted Performance Rank of FKDNX is 4444
Overall Rank
The Sharpe Ratio Rank of FKDNX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of FKDNX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of FKDNX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of FKDNX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of FKDNX is 4242
Martin Ratio Rank

AGTHX
The Risk-Adjusted Performance Rank of AGTHX is 6060
Overall Rank
The Sharpe Ratio Rank of AGTHX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AGTHX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of AGTHX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of AGTHX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of AGTHX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current FKDNX Sharpe Ratio is 0.34, which is lower than the AGTHX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of FKDNX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2025FebruaryMarchAprilMay
0.34
0.54
FKDNX
AGTHX

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 9.21%.


TTM20242023202220212020201920182017201620152014
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
9.21%8.99%6.81%0.75%8.18%4.30%7.15%11.99%7.03%6.61%8.87%9.90%

Drawdowns

FKDNX vs. AGTHX - Drawdown Comparison

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum AGTHX drawdown of -65.31%. Use the drawdown chart below to compare losses from any high point for FKDNX and AGTHX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-10.88%
-8.51%
FKDNX
AGTHX

Volatility

FKDNX vs. AGTHX - Volatility Comparison

Franklin DynaTech Fund (FKDNX) has a higher volatility of 14.84% compared to American Funds The Growth Fund of America Class A (AGTHX) at 12.35%. 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.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
14.84%
12.35%
FKDNX
AGTHX