FRDPX vs. EHSTX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Eaton Vance Large-Cap Value Fund (EHSTX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDPX or EHSTX.
Correlation
The correlation between FRDPX and EHSTX is 0.86, 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
FRDPX vs. EHSTX - Performance Comparison
Loading data...
Key characteristics
FRDPX:
-0.26
EHSTX:
-0.08
FRDPX:
-0.19
EHSTX:
0.06
FRDPX:
0.97
EHSTX:
1.01
FRDPX:
-0.17
EHSTX:
-0.03
FRDPX:
-0.46
EHSTX:
-0.10
FRDPX:
8.45%
EHSTX:
6.37%
FRDPX:
17.58%
EHSTX:
16.27%
FRDPX:
-52.49%
EHSTX:
-53.77%
FRDPX:
-13.75%
EHSTX:
-10.59%
Returns By Period
In the year-to-date period, FRDPX achieves a -0.97% return, which is significantly higher than EHSTX's -1.21% return. Over the past 10 years, FRDPX has outperformed EHSTX with an annualized return of 6.41%, while EHSTX has yielded a comparatively lower 3.94% annualized return.
FRDPX
-0.97%
5.97%
-13.28%
-4.92%
7.94%
6.41%
EHSTX
-1.21%
6.43%
-9.03%
-1.62%
9.34%
3.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FRDPX vs. EHSTX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is lower than EHSTX's 1.01% expense ratio.
Risk-Adjusted Performance
FRDPX vs. EHSTX — Risk-Adjusted Performance Rank
FRDPX
EHSTX
FRDPX vs. EHSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Eaton Vance Large-Cap Value Fund (EHSTX). 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.
Loading data...
Dividends
FRDPX vs. EHSTX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.82%, less than EHSTX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.82% | 0.85% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% |
EHSTX Eaton Vance Large-Cap Value Fund | 1.08% | 1.01% | 0.98% | 1.10% | 1.01% | 1.23% | 1.18% | 1.45% | 1.23% | 1.33% | 1.56% | 1.71% |
Drawdowns
FRDPX vs. EHSTX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -52.49%, roughly equal to the maximum EHSTX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for FRDPX and EHSTX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FRDPX vs. EHSTX - Volatility Comparison
Franklin Rising Dividends Fund (FRDPX) and Eaton Vance Large-Cap Value Fund (EHSTX) have volatilities of 5.55% and 5.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...