FRDTX vs. SSSYX
Compare and contrast key facts about Franklin Rising Dividends Fund Class C (FRDTX) and State Street Equity 500 Index Fund Class K (SSSYX).
FRDTX is managed by Franklin Templeton. It was launched on Jul 22, 1996. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
FRDTX vs. SSSYX - Performance Comparison
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FRDTX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | -2.75% | 11.13% | 21.73% | 11.27% | -11.36% | 25.67% | 15.42% | 28.87% | -5.99% | 19.19% |
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, FRDTX achieves a -2.75% return, which is significantly higher than SSSYX's -4.34% return. Over the past 10 years, FRDTX has underperformed SSSYX with an annualized return of 11.32%, while SSSYX has yielded a comparatively higher 14.02% annualized return.
FRDTX
- 1D
- 2.10%
- 1M
- -5.16%
- YTD
- -2.75%
- 6M
- -2.36%
- 1Y
- 9.79%
- 3Y*
- 12.27%
- 5Y*
- 9.24%
- 10Y*
- 11.32%
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
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FRDTX vs. SSSYX - Expense Ratio Comparison
FRDTX has a 1.59% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
FRDTX vs. SSSYX — Risk / Return Rank
FRDTX
SSSYX
FRDTX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Rising Dividends Fund Class C (FRDTX) and State Street Equity 500 Index Fund Class K (SSSYX). 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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.97 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.49 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.52 | -0.48 |
Martin ratioReturn relative to average drawdown | 4.73 | 7.30 | -2.57 |
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 | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.97 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.11 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.11 | +0.45 |
Correlation
The correlation between FRDTX and SSSYX is 0.92, 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. SSSYX - Dividend Comparison
FRDTX's dividend yield for the trailing twelve months is around 10.01%, more than SSSYX's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRDTX Franklin Rising Dividends Fund Class C | 10.01% | 9.73% | 19.21% | 3.91% | 4.27% | 3.95% | 0.17% | 2.35% | 4.44% | 2.59% | 2.61% | 4.58% |
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
FRDTX vs. SSSYX - Drawdown Comparison
The maximum FRDTX drawdown since its inception was -52.13%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for FRDTX and SSSYX.
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Drawdown Indicators
| FRDTX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.13% | -91.48% | +39.35% |
Max Drawdown (1Y)Largest decline over 1 year | -10.56% | -12.10% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -21.53% | -24.49% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.93% | -91.48% | +56.55% |
Current DrawdownCurrent decline from peak | -5.25% | -6.22% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -4.20% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 2.52% | -0.21% |
Volatility
FRDTX vs. SSSYX - Volatility Comparison
The current volatility for Franklin Rising Dividends Fund Class C (FRDTX) is 4.23%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 5.34%. This indicates that FRDTX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRDTX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.34% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 9.53% | -1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 18.29% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 16.89% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 124.43% | -106.31% |