FRDPX vs. FKITX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Franklin Federal Intermediate-Term Tax-Free Income Fund (FKITX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. FKITX is managed by Franklin Templeton. It was launched on Sep 20, 1992.
Performance
FRDPX vs. FKITX - Performance Comparison
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FRDPX vs. FKITX - 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% |
FKITX Franklin Federal Intermediate-Term Tax-Free Income Fund | -0.24% | 5.85% | 3.13% | 5.38% | -8.00% | 0.79% | 4.32% | 5.26% | 0.69% | 3.21% |
Returns By Period
In the year-to-date period, FRDPX achieves a -2.58% return, which is significantly lower than FKITX's -0.24% return. Over the past 10 years, FRDPX has outperformed FKITX with an annualized return of 10.76%, while FKITX has yielded a comparatively lower 1.77% annualized return.
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%
FKITX
- 1D
- 0.27%
- 1M
- -2.08%
- YTD
- -0.24%
- 6M
- 1.09%
- 1Y
- 4.39%
- 3Y*
- 3.88%
- 5Y*
- 1.35%
- 10Y*
- 1.77%
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FRDPX vs. FKITX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is higher than FKITX's 0.56% expense ratio.
Return for Risk
FRDPX vs. FKITX — Risk / Return Rank
FRDPX
FKITX
FRDPX vs. FKITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Franklin Federal Intermediate-Term Tax-Free Income Fund (FKITX). 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 | FKITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.21 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.63 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.33 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.41 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.15 | 5.44 | -0.29 |
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 | FKITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.21 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.41 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.54 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.15 | -0.55 |
Correlation
The correlation between FRDPX and FKITX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FRDPX vs. FKITX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 10.52%, more than FKITX's 3.38% 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% |
FKITX Franklin Federal Intermediate-Term Tax-Free Income Fund | 3.38% | 4.29% | 3.52% | 2.49% | 2.30% | 2.10% | 2.24% | 3.03% | 2.68% | 2.34% | 2.54% | 2.50% |
Drawdowns
FRDPX vs. FKITX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -51.57%, which is greater than FKITX's maximum drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for FRDPX and FKITX.
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Drawdown Indicators
| FRDPX | FKITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.57% | -12.77% | -38.80% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -3.90% | -6.64% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -12.77% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -12.77% | -22.12% |
Current DrawdownCurrent decline from peak | -5.15% | -2.33% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -1.58% | -4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.01% | +1.28% |
Volatility
FRDPX vs. FKITX - Volatility Comparison
Franklin Rising Dividends Fund (FRDPX) has a higher volatility of 4.22% compared to Franklin Federal Intermediate-Term Tax-Free Income Fund (FKITX) at 1.03%. This indicates that FRDPX's price experiences larger fluctuations and is considered to be riskier than FKITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRDPX | FKITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 1.03% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 1.59% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 4.02% | +11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 3.29% | +12.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 3.27% | +13.90% |