FZADX vs. FRDPX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Franklin Rising Dividends Fund (FRDPX).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. FRDPX is managed by Franklin Templeton. It was launched on Jan 14, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or FRDPX.
Key characteristics
| FZADX | FRDPX | |
|---|---|---|
| YTD Return | 30.99% | 15.80% |
| 1Y Return | 42.82% | 20.22% |
| 3Y Return (Ann) | 11.26% | 1.69% |
| 5Y Return (Ann) | 13.03% | 9.25% |
| 10Y Return (Ann) | 10.45% | 8.17% |
| Sharpe Ratio | 3.13 | 2.00 |
| Sortino Ratio | 4.12 | 2.57 |
| Omega Ratio | 1.58 | 1.39 |
| Calmar Ratio | 4.56 | 1.69 |
| Martin Ratio | 20.50 | 11.29 |
| Ulcer Index | 2.19% | 1.93% |
| Daily Std Dev | 14.30% | 10.83% |
| Max Drawdown | -41.31% | -52.49% |
| Current Drawdown | 0.00% | -0.05% |
Correlation
The correlation between FZADX and FRDPX is 0.88, 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
FZADX vs. FRDPX - Performance Comparison
In the year-to-date period, FZADX achieves a 30.99% return, which is significantly higher than FRDPX's 15.80% return. Over the past 10 years, FZADX has outperformed FRDPX with an annualized return of 10.45%, while FRDPX has yielded a comparatively lower 8.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZADX vs. FRDPX - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is lower than FRDPX's 0.85% expense ratio.
Risk-Adjusted Performance
FZADX vs. FRDPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) 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.
Dividends
FZADX vs. FRDPX - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 1.05%, more than FRDPX's 0.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 1.05% | 1.34% | 2.01% | 0.93% | 1.67% | 1.70% | 2.33% | 1.82% | 1.47% | 2.20% | 10.63% | 0.92% |
FRDPX Franklin Rising Dividends Fund | 0.80% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% | 0.88% |
Drawdowns
FZADX vs. FRDPX - Drawdown Comparison
The maximum FZADX drawdown since its inception was -41.31%, smaller than the maximum FRDPX drawdown of -52.49%. Use the drawdown chart below to compare losses from any high point for FZADX and FRDPX. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. FRDPX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) has a higher volatility of 4.35% compared to Franklin Rising Dividends Fund (FRDPX) at 3.33%. This indicates that FZADX's price experiences larger fluctuations and is considered to be riskier than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.