FRDPX vs. FZADX

In the year-to-date period, FRDPX achieves a 0.89% return, which is significantly lower than FZADX's 2.42% return. Over the past 10 years, FRDPX has outperformed FZADX with an annualized return of 6.46%, while FZADX has yielded a comparatively lower 4.07% annualized return.

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FRDPX has a 0.85% expense ratio, which is higher than FZADX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX). 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.

The current FRDPX Sharpe Ratio is -0.23, which is lower than the FZADX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of FRDPX and FZADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FRDPX's dividend yield for the trailing twelve months is around 0.80%, less than FZADX's 8.31% yield.

The maximum FRDPX drawdown since its inception was -52.49%, which is greater than FZADX's maximum drawdown of -47.36%. Use the drawdown chart below to compare losses from any high point for FRDPX and FZADX. For additional features, visit the drawdowns tool.

Franklin Rising Dividends Fund (FRDPX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX) have volatilities of 4.22% and 4.24%, 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.