FRDTX vs. FSKAX
Compare and contrast key facts about Franklin Rising Dividends Fund Class C (FRDTX) and Fidelity Total Market Index Fund (FSKAX).
FRDTX is managed by Franklin Templeton. It was launched on Jul 22, 1996. FSKAX is managed by Fidelity.
Performance
FRDTX vs. FSKAX - Performance Comparison
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FRDTX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | -4.76% | 11.13% | 21.73% | 11.27% | -11.36% | 25.67% | 15.42% | 28.87% | -5.99% | 19.19% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FRDTX achieves a -4.76% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, FRDTX has underperformed FSKAX with an annualized return of 11.09%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
FRDTX
- 1D
- -0.05%
- 1M
- -7.16%
- YTD
- -4.76%
- 6M
- -4.23%
- 1Y
- 7.61%
- 3Y*
- 11.49%
- 5Y*
- 8.98%
- 10Y*
- 11.09%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FRDTX vs. FSKAX - Expense Ratio Comparison
FRDTX has a 1.59% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FRDTX vs. FSKAX — Risk / Return Rank
FRDTX
FSKAX
FRDTX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund Class C (FRDTX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FRDTX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.83 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.29 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.04 | -0.38 |
Martin ratioReturn relative to average drawdown | 3.06 | 5.05 | -1.99 |
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
| FRDTX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.83 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.59 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.78 | -0.23 |
Correlation
The correlation between FRDTX and FSKAX 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.
Dividends
FRDTX vs. FSKAX - Dividend Comparison
FRDTX's dividend yield for the trailing twelve months is around 10.22%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | 10.22% | 9.73% | 19.21% | 3.91% | 4.27% | 3.95% | 0.17% | 2.35% | 4.44% | 2.59% | 2.61% | 4.58% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FRDTX vs. FSKAX - Drawdown Comparison
The maximum FRDTX drawdown since its inception was -52.13%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FRDTX and FSKAX.
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Drawdown Indicators
| FRDTX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.13% | -35.01% | -17.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -12.42% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -21.53% | -25.39% | +3.86% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -35.01% | +0.08% |
Current DrawdownCurrent decline from peak | -7.20% | -8.92% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -4.05% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 2.57% | -0.28% |
Volatility
FRDTX vs. FSKAX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund Class C (FRDTX) is 3.47%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FRDTX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRDTX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.42% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.49% | 9.40% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.22% | 18.50% | -3.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 17.38% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 18.42% | -0.31% |