FRDPX vs. RCKSX
Compare and contrast key facts about Franklin Rising Dividends Fund (FRDPX) and Rock Oak Core Growth Fund (RCKSX).
FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987. RCKSX is managed by Oak Associates. It was launched on Dec 31, 2004.
Performance
FRDPX vs. RCKSX - Performance Comparison
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FRDPX vs. RCKSX - 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% |
RCKSX Rock Oak Core Growth Fund | 7.71% | 12.99% | 15.12% | 15.57% | -18.09% | 9.96% | 13.75% | 19.05% | -2.14% | 22.69% |
Returns By Period
In the year-to-date period, FRDPX achieves a -2.58% return, which is significantly lower than RCKSX's 7.71% return. Both investments have delivered pretty close results over the past 10 years, with FRDPX having a 10.76% annualized return and RCKSX not far behind at 10.38%.
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%
RCKSX
- 1D
- 1.56%
- 1M
- -1.74%
- YTD
- 7.71%
- 6M
- 8.21%
- 1Y
- 22.14%
- 3Y*
- 17.13%
- 5Y*
- 5.93%
- 10Y*
- 10.38%
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FRDPX vs. RCKSX - Expense Ratio Comparison
FRDPX has a 0.85% expense ratio, which is lower than RCKSX's 1.25% expense ratio.
Return for Risk
FRDPX vs. RCKSX — Risk / Return Rank
FRDPX
RCKSX
FRDPX vs. RCKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund (FRDPX) and Rock Oak Core Growth Fund (RCKSX). 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 | RCKSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.40 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.06 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.28 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.09 | -0.97 |
Martin ratioReturn relative to average drawdown | 5.15 | 10.93 | -5.77 |
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 | RCKSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.40 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.38 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.59 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.37 | +0.23 |
Correlation
The correlation between FRDPX and RCKSX 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. RCKSX - Dividend Comparison
FRDPX's dividend yield for the trailing twelve months is around 10.52%, more than RCKSX's 5.81% 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% |
RCKSX Rock Oak Core Growth Fund | 5.81% | 6.26% | 0.47% | 0.71% | 1.00% | 4.31% | 16.56% | 3.18% | 0.59% | 5.91% | 0.70% | 3.21% |
Drawdowns
FRDPX vs. RCKSX - Drawdown Comparison
The maximum FRDPX drawdown since its inception was -51.57%, smaller than the maximum RCKSX drawdown of -57.88%. Use the drawdown chart below to compare losses from any high point for FRDPX and RCKSX.
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Drawdown Indicators
| FRDPX | RCKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.57% | -57.88% | +6.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -11.29% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -21.07% | -23.50% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -34.89% | -33.10% | -1.79% |
Current DrawdownCurrent decline from peak | -5.15% | -1.74% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -9.58% | +3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.16% | +0.13% |
Volatility
FRDPX vs. RCKSX - Volatility Comparison
Franklin Rising Dividends Fund (FRDPX) has a higher volatility of 4.22% compared to Rock Oak Core Growth Fund (RCKSX) at 3.72%. This indicates that FRDPX's price experiences larger fluctuations and is considered to be riskier than RCKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRDPX | RCKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 3.72% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 8.88% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 16.40% | -1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.39% | 15.78% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 17.59% | -0.42% |