LCEAX vs. FRDPX
Compare and contrast key facts about Invesco Diversified Dividend Fund (LCEAX) and Franklin Rising Dividends Fund (FRDPX).
LCEAX is managed by Invesco. It was launched on Dec 31, 2001. 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: LCEAX or FRDPX.
Correlation
The correlation between LCEAX and FRDPX is 0.90, 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
LCEAX vs. FRDPX - Performance Comparison
Key characteristics
LCEAX:
0.59
FRDPX:
0.36
LCEAX:
0.76
FRDPX:
0.51
LCEAX:
1.14
FRDPX:
1.08
LCEAX:
0.37
FRDPX:
0.34
LCEAX:
1.91
FRDPX:
1.24
LCEAX:
4.34%
FRDPX:
3.74%
LCEAX:
14.07%
FRDPX:
12.79%
LCEAX:
-53.71%
FRDPX:
-52.49%
LCEAX:
-16.16%
FRDPX:
-11.13%
Returns By Period
In the year-to-date period, LCEAX achieves a 3.31% return, which is significantly higher than FRDPX's 2.04% return. Over the past 10 years, LCEAX has underperformed FRDPX with an annualized return of 2.02%, while FRDPX has yielded a comparatively higher 6.97% annualized return.
LCEAX
3.31%
3.25%
-2.96%
7.12%
-0.52%
2.02%
FRDPX
2.04%
1.32%
-4.39%
3.32%
5.90%
6.97%
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LCEAX vs. FRDPX - Expense Ratio Comparison
LCEAX has a 0.81% expense ratio, which is lower than FRDPX's 0.85% expense ratio.
Risk-Adjusted Performance
LCEAX vs. FRDPX — Risk-Adjusted Performance Rank
LCEAX
FRDPX
LCEAX vs. FRDPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Diversified Dividend Fund (LCEAX) 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
LCEAX vs. FRDPX - Dividend Comparison
LCEAX's dividend yield for the trailing twelve months is around 1.61%, more than FRDPX's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCEAX Invesco Diversified Dividend Fund | 1.61% | 1.66% | 1.90% | 2.07% | 2.08% | 2.24% | 2.25% | 2.61% | 1.78% | 1.62% | 1.72% | 1.50% |
FRDPX Franklin Rising Dividends Fund | 0.83% | 0.85% | 0.99% | 0.93% | 0.56% | 0.82% | 1.03% | 1.29% | 1.11% | 1.63% | 1.30% | 1.15% |
Drawdowns
LCEAX vs. FRDPX - Drawdown Comparison
The maximum LCEAX drawdown since its inception was -53.71%, roughly equal to the maximum FRDPX drawdown of -52.49%. Use the drawdown chart below to compare losses from any high point for LCEAX and FRDPX. For additional features, visit the drawdowns tool.
Volatility
LCEAX vs. FRDPX - Volatility Comparison
The current volatility for Invesco Diversified Dividend Fund (LCEAX) is 4.23%, while Franklin Rising Dividends Fund (FRDPX) has a volatility of 8.80%. This indicates that LCEAX 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.