FRDPX vs. FBALX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Fidelity Balanced Fund (FBALX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
FRDPX vs. FBALX - Performance Comparison
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FRDPX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | -2.58% | 11.96% | 10.92% | 12.10% | -10.69% | 26.62% | 16.29% | 29.83% | -5.27% | 17.33% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, FRDPX achieves a -2.58% return, which is significantly lower than FBALX's -1.74% return. Both investments have delivered pretty close results over the past 10 years, with FRDPX having a 10.76% annualized return and FBALX not far behind at 10.73%.
FRDPX
- 1D
- 2.10%
- 1M
- -5.11%
- YTD
- -2.58%
- 6M
- -1.99%
- 1Y
- 10.60%
- 3Y*
- 9.38%
- 5Y*
- 7.87%
- 10Y*
- 10.76%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
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FRDPX vs. FBALX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
FRDPX vs. FBALX — Risk / Return Rank
FRDPX
FBALX
FRDPX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Fidelity Balanced Fund (FBALX). 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.
| FRDPX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.37 | -0.67 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.99 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.30 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.05 | -0.93 |
Martin ratioReturn relative to average drawdown | 5.15 | 9.47 | -4.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRDPX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.37 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.63 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.84 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.79 | -0.19 |
Correlation
The correlation between FRDPX and FBALX is 0.84, 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.
Dividends
FRDPX vs. FBALX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 10.52%, more than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 10.52% | 10.25% | 10.15% | 4.60% | 4.96% | 4.42% | 0.82% | 3.01% | 5.20% | 0.90% | 3.09% | 5.30% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
FRDPX vs. FBALX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -51.57%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FRDPX and FBALX.
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Drawdown Indicators
| FRDPX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.57% | -43.57% | -8.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -8.14% | -2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -22.89% | +1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -26.68% | -8.21% |
Current DrawdownCurrent decline from peak | -5.15% | -4.56% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -4.39% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.76% | +0.53% |
Volatility
FRDPX vs. FBALX - Volatility Comparison
Franklin Rising Dividends Fund (FRDPX) and Fidelity Balanced Fund (FBALX) have volatilities of 4.22% and 4.19%, 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.
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Volatility by Period
| FRDPX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 4.19% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 6.77% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 11.94% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 12.18% | +3.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 12.75% | +4.42% |