FRDPX vs. FDFIX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Fidelity Flex 500 Index Fund (FDFIX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRDPX or FDFIX.
Key characteristics
| FRDPX | FDFIX | |
|---|---|---|
| YTD Return | 15.14% | 26.68% |
| 1Y Return | 19.87% | 38.27% |
| 3Y Return (Ann) | 1.43% | 10.00% |
| 5Y Return (Ann) | 9.18% | 15.92% |
| Sharpe Ratio | 1.84 | 3.09 |
| Sortino Ratio | 2.38 | 4.12 |
| Omega Ratio | 1.36 | 1.58 |
| Calmar Ratio | 1.44 | 4.56 |
| Martin Ratio | 10.43 | 20.62 |
| Ulcer Index | 1.93% | 1.86% |
| Daily Std Dev | 10.91% | 12.43% |
| Max Drawdown | -52.49% | -33.77% |
| Current Drawdown | -0.35% | 0.00% |
Correlation
The correlation between FRDPX and FDFIX is 0.92, 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. FDFIX - Performance Comparison
In the year-to-date period, FRDPX achieves a 15.14% return, which is significantly lower than FDFIX's 26.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FRDPX vs. FDFIX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
FRDPX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Fidelity Flex 500 Index Fund (FDFIX). 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
FRDPX vs. FDFIX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 0.80%, less than FDFIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDPX Franklin Rising Dividends Fund | 0.80% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% | 0.88% |
FDFIX Fidelity Flex 500 Index Fund | 1.23% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FRDPX vs. FDFIX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -52.49%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for FRDPX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
FRDPX vs. FDFIX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund (FRDPX) is 3.40%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.92%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.