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

Correlation

The correlation between FKDNX and HGOYX 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

FKDNX vs. HGOYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin DynaTech Fund (FKDNX) and The Hartford Growth Opportunities Fund (HGOYX). The values are adjusted to include any dividend payments, if applicable.

200.00%400.00%600.00%800.00%December2025FebruaryMarchAprilMay
759.41%
249.46%
FKDNX
HGOYX

Key characteristics

Sharpe Ratio

FKDNX:

0.33

HGOYX:

0.44

Sortino Ratio

FKDNX:

0.63

HGOYX:

0.74

Omega Ratio

FKDNX:

1.09

HGOYX:

1.10

Calmar Ratio

FKDNX:

0.35

HGOYX:

0.44

Martin Ratio

FKDNX:

1.10

HGOYX:

1.38

Ulcer Index

FKDNX:

8.27%

HGOYX:

8.04%

Daily Std Dev

FKDNX:

29.21%

HGOYX:

26.66%

Max Drawdown

FKDNX:

-55.85%

HGOYX:

-63.04%

Current Drawdown

FKDNX:

-11.11%

HGOYX:

-12.90%

Returns By Period

In the year-to-date period, FKDNX achieves a -5.49% return, which is significantly higher than HGOYX's -8.52% return. Over the past 10 years, FKDNX has outperformed HGOYX with an annualized return of 12.97%, while HGOYX has yielded a comparatively lower 4.68% annualized return.


FKDNX

YTD

-5.49%

1M

7.05%

6M

-6.96%

1Y

9.70%

5Y*

11.49%

10Y*

12.97%

HGOYX

YTD

-8.52%

1M

5.05%

6M

-6.51%

1Y

11.64%

5Y*

6.96%

10Y*

4.68%

*Annualized

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FKDNX vs. HGOYX - Expense Ratio Comparison

FKDNX has a 0.79% expense ratio, which is lower than HGOYX's 0.84% expense ratio.


Risk-Adjusted Performance

FKDNX vs. HGOYX — 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

HGOYX
The Risk-Adjusted Performance Rank of HGOYX is 5353
Overall Rank
The Sharpe Ratio Rank of HGOYX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of HGOYX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of HGOYX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of HGOYX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of HGOYX is 4949
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. HGOYX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and The Hartford Growth Opportunities Fund (HGOYX). 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 comparable to the HGOYX Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of FKDNX and HGOYX, 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
0.33
0.44
FKDNX
HGOYX

Dividends

FKDNX vs. HGOYX - Dividend Comparison

Neither FKDNX nor HGOYX has paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
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%
HGOYX
The Hartford Growth Opportunities Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.26%

Drawdowns

FKDNX vs. HGOYX - Drawdown Comparison

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum HGOYX drawdown of -63.04%. Use the drawdown chart below to compare losses from any high point for FKDNX and HGOYX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.11%
-12.90%
FKDNX
HGOYX

Volatility

FKDNX vs. HGOYX - Volatility Comparison

Franklin DynaTech Fund (FKDNX) has a higher volatility of 9.42% compared to The Hartford Growth Opportunities Fund (HGOYX) at 8.33%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than HGOYX 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%
8.33%
FKDNX
HGOYX