FKDNX vs. EPGAX

The year-to-date returns for both stocks are quite close, with FKDNX having a -5.49% return and EPGAX slightly lower at -5.62%. Over the past 10 years, FKDNX has outperformed EPGAX with an annualized return of 12.97%, while EPGAX has yielded a comparatively lower 7.34% annualized return.

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FKDNX has a 0.79% expense ratio, which is lower than EPGAX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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 0.33, which is higher than the EPGAX Sharpe Ratio of -0.20. The chart below compares the historical Sharpe Ratios of FKDNX and EPGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FKDNX nor EPGAX has paid dividends to shareholders.

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum EPGAX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for FKDNX and EPGAX. For additional features, visit the drawdowns tool.

Franklin DynaTech Fund (FKDNX) has a higher volatility of 9.42% compared to Fidelity Advisor Equity Growth Fund Class A (EPGAX) at 7.83%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.