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

Correlation

The correlation between FKDNX and FADTX is 0.83, 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. FADTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin DynaTech Fund (FKDNX) and Fidelity Advisor Technology Fund Class A (FADTX). The values are adjusted to include any dividend payments, if applicable.

700.00%800.00%900.00%1,000.00%1,100.00%December2025FebruaryMarchAprilMay
915.58%
872.33%
FKDNX
FADTX

Key characteristics

Sharpe Ratio

FKDNX:

0.33

FADTX:

0.02

Sortino Ratio

FKDNX:

0.63

FADTX:

0.24

Omega Ratio

FKDNX:

1.09

FADTX:

1.03

Calmar Ratio

FKDNX:

0.35

FADTX:

0.01

Martin Ratio

FKDNX:

1.10

FADTX:

0.03

Ulcer Index

FKDNX:

8.27%

FADTX:

12.29%

Daily Std Dev

FKDNX:

29.21%

FADTX:

33.13%

Max Drawdown

FKDNX:

-55.85%

FADTX:

-82.49%

Current Drawdown

FKDNX:

-11.11%

FADTX:

-20.23%

Returns By Period

In the year-to-date period, FKDNX achieves a -5.49% return, which is significantly higher than FADTX's -10.11% return. Over the past 10 years, FKDNX has outperformed FADTX with an annualized return of 12.97%, while FADTX has yielded a comparatively lower 11.81% annualized return.


FKDNX

YTD

-5.49%

1M

7.05%

6M

-6.96%

1Y

9.70%

5Y*

11.49%

10Y*

12.97%

FADTX

YTD

-10.11%

1M

5.65%

6M

-16.12%

1Y

0.79%

5Y*

11.26%

10Y*

11.81%

*Annualized

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FKDNX vs. FADTX - Expense Ratio Comparison

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


Risk-Adjusted Performance

FKDNX vs. FADTX — 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 4646
Overall Rank
The Sharpe Ratio Rank of FKDNX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of FKDNX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FKDNX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of FKDNX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of FKDNX is 4444
Martin Ratio Rank

FADTX
The Risk-Adjusted Performance Rank of FADTX is 2424
Overall Rank
The Sharpe Ratio Rank of FADTX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of FADTX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of FADTX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of FADTX is 2222
Calmar Ratio Rank
The Martin Ratio Rank of FADTX is 2222
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. FADTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and Fidelity Advisor Technology Fund Class A (FADTX). 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 FADTX Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of FKDNX and FADTX, 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-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.33
0.02
FKDNX
FADTX

Dividends

FKDNX vs. FADTX - Dividend Comparison

Neither FKDNX nor FADTX has paid dividends to shareholders.


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%
FADTX
Fidelity Advisor Technology Fund Class A
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%4.55%8.64%

Drawdowns

FKDNX vs. FADTX - Drawdown Comparison

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum FADTX drawdown of -82.49%. Use the drawdown chart below to compare losses from any high point for FKDNX and FADTX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.11%
-20.23%
FKDNX
FADTX

Volatility

FKDNX vs. FADTX - Volatility Comparison

The current volatility for Franklin DynaTech Fund (FKDNX) is 9.42%, while Fidelity Advisor Technology Fund Class A (FADTX) has a volatility of 10.16%. This indicates that FKDNX experiences smaller price fluctuations and is considered to be less risky than FADTX 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
9.42%
10.16%
FKDNX
FADTX