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FRDPX vs. FZADX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FRDPX and FZADX is 0.93, 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. FZADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Rising Dividends Fund (FRDPX) and Fidelity Advisor Dividend Growth Fund Class Z (FZADX). The values are adjusted to include any dividend payments, if applicable.

100.00%150.00%200.00%December2025FebruaryMarchAprilMay
213.75%
89.72%
FRDPX
FZADX

Key characteristics

Sharpe Ratio

FRDPX:

0.43

FZADX:

0.22

Sortino Ratio

FRDPX:

0.72

FZADX:

0.44

Omega Ratio

FRDPX:

1.10

FZADX:

1.07

Calmar Ratio

FRDPX:

0.44

FZADX:

0.20

Martin Ratio

FRDPX:

1.73

FZADX:

0.62

Ulcer Index

FRDPX:

3.90%

FZADX:

7.90%

Daily Std Dev

FRDPX:

15.87%

FZADX:

22.94%

Max Drawdown

FRDPX:

-51.57%

FZADX:

-47.36%

Current Drawdown

FRDPX:

-6.19%

FZADX:

-12.94%

Returns By Period

In the year-to-date period, FRDPX achieves a -1.48% return, which is significantly higher than FZADX's -2.84% return. Over the past 10 years, FRDPX has outperformed FZADX with an annualized return of 10.00%, while FZADX has yielded a comparatively lower 3.65% annualized return.


FRDPX

YTD

-1.48%

1M

8.82%

6M

-2.01%

1Y

5.68%

5Y*

13.00%

10Y*

10.00%

FZADX

YTD

-2.84%

1M

14.08%

6M

-7.34%

1Y

2.37%

5Y*

12.95%

10Y*

3.65%

*Annualized

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FRDPX vs. FZADX - Expense Ratio Comparison

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


Risk-Adjusted Performance

FRDPX vs. FZADX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FRDPX
The Risk-Adjusted Performance Rank of FRDPX is 4444
Overall Rank
The Sharpe Ratio Rank of FRDPX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of FRDPX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of FRDPX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of FRDPX is 5050
Calmar Ratio Rank
The Martin Ratio Rank of FRDPX is 4747
Martin Ratio Rank

FZADX
The Risk-Adjusted Performance Rank of FZADX is 2929
Overall Rank
The Sharpe Ratio Rank of FZADX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of FZADX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of FZADX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of FZADX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of FZADX is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FRDPX vs. FZADX - Risk-Adjusted Performance Comparison

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 0.43, which is higher than the FZADX Sharpe Ratio of 0.22. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.43
0.22
FRDPX
FZADX

Dividends

FRDPX vs. FZADX - Dividend Comparison

FRDPX's dividend yield for the trailing twelve months is around 10.27%, more than FZADX's 0.86% yield.


TTM20242023202220212020201920182017201620152014
FRDPX
Franklin Rising Dividends Fund
10.27%10.15%4.60%4.96%4.42%0.82%3.01%5.20%3.39%3.73%5.30%1.15%
FZADX
Fidelity Advisor Dividend Growth Fund Class Z
0.86%1.01%1.34%2.01%0.93%1.67%1.70%2.33%1.82%1.47%2.20%10.63%

Drawdowns

FRDPX vs. FZADX - Drawdown Comparison

The maximum FRDPX drawdown since its inception was -51.57%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-6.19%
-12.94%
FRDPX
FZADX

Volatility

FRDPX vs. FZADX - Volatility Comparison

The current volatility for Franklin Rising Dividends Fund (FRDPX) is 11.31%, while Fidelity Advisor Dividend Growth Fund Class Z (FZADX) has a volatility of 13.27%. This indicates that FRDPX experiences smaller price fluctuations and is considered to be less risky than FZADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
11.31%
13.27%
FRDPX
FZADX