FKDNX vs. TRLGX
Compare and contrast key facts about Franklin DynaTech Fund (FKDNX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
FKDNX is managed by Franklin Templeton. It was launched on Jan 2, 1968. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKDNX or TRLGX.
Key characteristics
| FKDNX | TRLGX | |
|---|---|---|
| YTD Return | 31.71% | 31.83% |
| 1Y Return | 46.70% | 39.47% |
| 3Y Return (Ann) | 0.90% | 4.38% |
| 5Y Return (Ann) | 16.06% | 15.02% |
| 10Y Return (Ann) | 13.89% | 11.55% |
| Sharpe Ratio | 2.24 | 2.53 |
| Sortino Ratio | 2.89 | 3.33 |
| Omega Ratio | 1.40 | 1.46 |
| Calmar Ratio | 1.51 | 1.74 |
| Martin Ratio | 12.41 | 15.36 |
| Ulcer Index | 3.82% | 2.60% |
| Daily Std Dev | 21.20% | 15.82% |
| Max Drawdown | -55.85% | -56.16% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FKDNX and TRLGX is 0.94, 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. TRLGX - Performance Comparison
The year-to-date returns for both investments are quite close, with FKDNX having a 31.71% return and TRLGX slightly higher at 31.83%. Over the past 10 years, FKDNX has outperformed TRLGX with an annualized return of 13.89%, while TRLGX has yielded a comparatively lower 11.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FKDNX vs. TRLGX - Expense Ratio Comparison
FKDNX has a 0.79% expense ratio, which is higher than TRLGX's 0.55% expense ratio.
Risk-Adjusted Performance
FKDNX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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.
Dividends
FKDNX vs. TRLGX - Dividend Comparison
Neither FKDNX nor TRLGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% | 0.04% |
Drawdowns
FKDNX vs. TRLGX - Drawdown Comparison
The maximum FKDNX drawdown since its inception was -55.85%, roughly equal to the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for FKDNX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
FKDNX vs. TRLGX - Volatility Comparison
Franklin DynaTech Fund (FKDNX) has a higher volatility of 6.27% compared to T. Rowe Price Large-Cap Growth Fund (TRLGX) at 4.73%. This indicates that FKDNX's price experiences larger fluctuations and is considered to be riskier than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.