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.
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
Key characteristics
FKRCX:
2.24
FDGFX:
0.18
FKRCX:
2.83
FDGFX:
0.39
FKRCX:
1.37
FDGFX:
1.06
FKRCX:
1.37
FDGFX:
0.18
FKRCX:
8.12
FDGFX:
0.71
FKRCX:
8.65%
FDGFX:
5.41%
FKRCX:
31.31%
FDGFX:
21.47%
FKRCX:
-80.23%
FDGFX:
-60.08%
FKRCX:
-16.98%
FDGFX:
-15.96%
Returns By Period
In the year-to-date period, FKRCX achieves a 57.13% return, which is significantly higher than FDGFX's -9.94% return. Over the past 10 years, FKRCX has outperformed FDGFX with an annualized return of 11.27%, while FDGFX has yielded a comparatively lower 9.05% annualized return.
FKRCX
57.13%
12.07%
27.39%
67.54%
17.25%
11.27%
FDGFX
-9.94%
-7.42%
-10.36%
4.92%
15.61%
9.05%
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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 Rank
FKRCX
FDGFX
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 8.55%, less than FDGFX's 10.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 8.55% | 13.44% | 3.11% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% | 1.10% |
FDGFX Fidelity Dividend Growth Fund | 10.81% | 9.81% | 3.48% | 11.46% | 7.81% | 1.89% | 4.84% | 22.93% | 17.18% | 1.58% | 9.63% | 19.50% |
Drawdowns
FKRCX vs. FDGFX - Drawdown Comparison
The maximum FKRCX drawdown since its inception was -80.23%, 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 16.54% compared to Fidelity Dividend Growth Fund (FDGFX) at 13.77%. 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.