FRMOX vs. FRDPX
Compare and contrast key facts about Franklin Missouri Tax Free Income Fund (FRMOX) and Franklin Rising Dividends Fund (FRDPX).
FRMOX is managed by Franklin Templeton. It was launched on Aug 31, 1987. FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987.
Performance
FRMOX vs. FRDPX - Performance Comparison
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FRMOX vs. FRDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRMOX Franklin Missouri Tax Free Income Fund | -0.19% | 4.59% | 3.23% | 5.63% | -11.35% | 1.76% | 4.63% | 7.04% | 1.47% | 1.86% |
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% |
Returns By Period
In the year-to-date period, FRMOX achieves a -0.19% return, which is significantly higher than FRDPX's -2.58% return. Over the past 10 years, FRMOX has underperformed FRDPX with an annualized return of 1.74%, while FRDPX has yielded a comparatively higher 10.76% annualized return.
FRMOX
- 1D
- 0.29%
- 1M
- -1.72%
- YTD
- -0.19%
- 6M
- 1.70%
- 1Y
- 3.72%
- 3Y*
- 3.56%
- 5Y*
- 0.57%
- 10Y*
- 1.74%
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%
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FRMOX vs. FRDPX - Expense Ratio Comparison
FRMOX has a 0.67% expense ratio, which is lower than FRDPX's 0.85% expense ratio.
Return for Risk
FRMOX vs. FRDPX — Risk / Return Rank
FRMOX
FRDPX
FRMOX vs. FRDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Missouri Tax Free Income Fund (FRMOX) and Franklin Rising Dividends Fund (FRDPX). 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.
| FRMOX | FRDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.70 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.98 | 1.14 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.12 | -0.28 |
Martin ratioReturn relative to average drawdown | 2.44 | 5.15 | -2.71 |
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
| FRMOX | FRDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.70 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.51 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.63 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.60 | +0.56 |
Correlation
The correlation between FRMOX and FRDPX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FRMOX vs. FRDPX - Dividend Comparison
FRMOX's dividend yield for the trailing twelve months is around 3.61%, less than FRDPX's 10.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRMOX Franklin Missouri Tax Free Income Fund | 3.61% | 4.69% | 4.05% | 3.00% | 3.04% | 2.50% | 2.56% | 3.41% | 3.11% | 3.06% | 3.64% | 3.62% |
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% |
Drawdowns
FRMOX vs. FRDPX - Drawdown Comparison
The maximum FRMOX drawdown since its inception was -16.36%, smaller than the maximum FRDPX drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for FRMOX and FRDPX.
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Drawdown Indicators
| FRMOX | FRDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.36% | -51.57% | +35.21% |
Max Drawdown (1Y)Largest decline over 1 year | -5.96% | -10.54% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -16.36% | -21.07% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -16.36% | -34.89% | +18.53% |
Current DrawdownCurrent decline from peak | -2.00% | -5.15% | +3.15% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -5.84% | +3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.29% | -0.24% |
Volatility
FRMOX vs. FRDPX - Volatility Comparison
The current volatility for Franklin Missouri Tax Free Income Fund (FRMOX) is 1.26%, while Franklin Rising Dividends Fund (FRDPX) has a volatility of 4.22%. This indicates that FRMOX experiences smaller price fluctuations and is considered to be less risky than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRMOX | FRDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 4.22% | -2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 1.86% | 7.78% | -5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.00% | 15.33% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 15.39% | -10.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.02% | 17.17% | -13.15% |