FKDNX vs. IWM

In the year-to-date period, FKDNX achieves a -5.49% return, which is significantly higher than IWM's -8.92% return. Over the past 10 years, FKDNX has outperformed IWM with an annualized return of 12.97%, while IWM has yielded a comparatively lower 6.48% annualized return.

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FKDNX has a 0.79% expense ratio, which is higher than IWM's 0.19% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and iShares Russell 2000 ETF (IWM). 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 IWM Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of FKDNX and IWM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKDNX has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 1.23%.

The maximum FKDNX drawdown since its inception was -55.85%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for FKDNX and IWM. For additional features, visit the drawdowns tool.

Franklin DynaTech Fund (FKDNX) has a higher volatility of 9.42% compared to iShares Russell 2000 ETF (IWM) at 7.28%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.