FKRCX vs. FDGFX
Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and Fidelity Dividend Growth Fund (FDGFX).
FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969. FDGFX is managed by Fidelity. It was launched on Apr 27, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKRCX or FDGFX.
Key characteristics
| FKRCX | FDGFX | |
|---|---|---|
| YTD Return | 22.34% | 21.99% |
| 1Y Return | 43.78% | 32.48% |
| 3Y Return (Ann) | -3.90% | 4.10% |
| 5Y Return (Ann) | 8.57% | 7.25% |
| 10Y Return (Ann) | 6.58% | 4.45% |
| Sharpe Ratio | 1.53 | 2.11 |
| Sortino Ratio | 2.12 | 2.72 |
| Omega Ratio | 1.25 | 1.40 |
| Calmar Ratio | 0.71 | 2.07 |
| Martin Ratio | 6.20 | 10.72 |
| Ulcer Index | 6.87% | 3.02% |
| Daily Std Dev | 27.86% | 15.33% |
| Max Drawdown | -78.85% | -60.08% |
| Current Drawdown | -41.21% | -1.80% |
Correlation
The correlation between FKRCX and FDGFX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FKRCX vs. FDGFX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FKRCX having a 22.34% return and FDGFX slightly lower at 21.99%. Over the past 10 years, FKRCX has outperformed FDGFX with an annualized return of 6.58%, while FDGFX has yielded a comparatively lower 4.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKRCX vs. FDGFX - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is higher than FDGFX's 0.48% expense ratio.
Risk-Adjusted Performance
FKRCX vs. FDGFX - Risk-Adjusted Performance 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.
Dividends
FKRCX vs. FDGFX - Dividend Comparison
FKRCX's dividend yield for the trailing twelve months is around 2.55%, more than FDGFX's 1.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 2.55% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% | 0.00% |
FDGFX Fidelity Dividend Growth Fund | 1.10% | 1.44% | 1.64% | 1.00% | 1.89% | 1.58% | 2.37% | 1.84% | 1.58% | 9.63% | 19.50% | 11.21% |
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 -60.08%. Use the drawdown chart below to compare losses from any high point for FKRCX and FDGFX. For additional features, visit the drawdowns tool.
Volatility
FKRCX vs. FDGFX - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 8.62% compared to Fidelity Dividend Growth Fund (FDGFX) at 4.38%. 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.