FKRCX vs. FDGFX
FKRCX (Franklin Gold and Precious Metals Fund) and FDGFX (Fidelity Dividend Growth Fund) are both mutual funds - FKRCX is a Gold fund managed by Franklin Templeton, while FDGFX is a Large Cap Blend Equities fund actively managed by Fidelity. Over the past 10 years, FKRCX returned 11.52%/yr vs 13.72%/yr for FDGFX. Their 0.25 correlation means their historical movements had little consistent relationship. FKRCX charges 0.88%/yr vs 0.48%/yr for FDGFX.
Performance
FKRCX vs. FDGFX - Performance Comparison
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Returns By Period
In the year-to-date period, FKRCX achieves a -10.16% return, which is significantly lower than FDGFX's 15.73% return. Over the past 10 years, FKRCX has underperformed FDGFX with an annualized return of 11.52%, while FDGFX has yielded a comparatively higher 13.72% annualized return.
FKRCX
- 1D
- 3.29%
- 1M
- -4.25%
- 6M
- -18.81%
- YTD
- -10.16%
- 1Y
- 65.72%
- 3Y*
- 45.65%
- 5Y*
- 19.47%
- 10Y*
- 11.52%
- ALL TIME*
- 6.74%
FDGFX
- 1D
- 2.02%
- 1M
- 0.21%
- 6M
- 10.28%
- YTD
- 15.73%
- 1Y
- 29.17%
- 3Y*
- 24.08%
- 5Y*
- 15.23%
- 10Y*
- 13.72%
- ALL TIME*
- 10.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FKRCX vs. FDGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | -10.16% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
FDGFX Fidelity Dividend Growth Fund | 15.73% | 22.48% | 27.58% | 17.86% | -11.61% | 27.96% | 2.20% | 28.75% | -7.23% | 18.05% |
Correlation
The correlation between FKRCX and FDGFX is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jul 14, 1995 | 0.25 |
Over the past year, FKRCX and FDGFX have become more correlated (0.46) than their long-term average of 0.25, meaning their price movements have been converging.
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Return for Risk
FKRCX vs. FDGFX — Risk / Return Rank
FKRCX
FDGFX
FKRCX vs. FDGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Fidelity Dividend Growth Fund (FDGFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKRCX | FDGFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.69 | -0.91 |
| Martin ratioReturn relative to average drawdown | 3.96 | 11.15 | -7.18 |
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Drawdowns
FKRCX vs. FDGFX - Drawdown Comparison
The maximum FKRCX drawdown since its inception was -78.85%, which is greater than FDGFX's maximum drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for FKRCX and FDGFX.
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Drawdown Indicators
| FKRCX | FDGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.85% | -60.77% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -37.40% | -10.16% | -27.24% |
Max Drawdown (3Y)Largest decline over 3 years | -37.40% | -21.37% | -16.03% |
Max Drawdown (5Y)Largest decline over 5 years | -48.79% | -21.37% | -27.42% |
Max Drawdown (10Y)Largest decline over 10 years | -49.54% | -41.29% | -8.25% |
Current DrawdownCurrent decline from peak | -33.23% | -2.36% | -30.87% |
Average DrawdownAverage peak-to-trough decline | -33.73% | -7.50% | -26.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.69% | 2.44% | +14.25% |
Volatility
FKRCX vs. FDGFX - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 13.21% compared to Fidelity Dividend Growth Fund (FDGFX) at 4.07%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than FDGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKRCX | FDGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.21% | 4.07% | +9.14% |
Volatility (6M)Calculated over the trailing 6-month period | 38.56% | 12.23% | +26.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.97% | 15.04% | +30.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.78% | 16.79% | +17.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.22% | 19.27% | +13.95% |
FKRCX vs. FDGFX - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is higher than FDGFX's 0.48% expense ratio.
Dividends
FKRCX vs. FDGFX - Dividend Comparison
FKRCX's dividend yield for the trailing twelve months is around 11.96%, more than FDGFX's 8.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGFX Fidelity Dividend Growth Fund | 8.41% | 9.35% | 9.81% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 15.35% | 1.58% | 8.44% |
FKRCX Franklin Gold and Precious Metals Fund | 11.96% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% |
Frequently Asked Questions
FKRCX and FDGFX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FKRCX has higher volatility (13.21%) compared to FDGFX (4.07%). In terms of maximum drawdown, FKRCX dropped -78.85% vs FDGFX's -60.77%.
FDGFX currently has the higher Sharpe Ratio (1.81 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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