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LCEAX vs. FRDPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LCEAX vs. FRDPX

Last updated May 12, 2025

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 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

LCEAX vs. FRDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Diversified Dividend Fund (LCEAX) and Franklin Rising Dividends Fund (FRDPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LCEAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FRDPX

YTD

-1.20%

1M

3.95%

6M

-5.41%

1Y

3.71%

5Y*

12.88%

10Y*

9.96%

*Annualized

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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.

FRDPX
Franklin Rising Dividends Fund
LCEAX
Invesco Diversified Dividend Fund

Risk-Adjusted Performance

LCEAX vs. FRDPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LCEAX
The Risk-Adjusted Performance Rank of LCEAX is 1414
Overall Rank
The Sharpe Ratio Rank of LCEAX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LCEAX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of LCEAX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of LCEAX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LCEAX is 1515
Martin Ratio Rank
FRDPX
The Risk-Adjusted Performance Rank of FRDPX is 4242
Overall Rank
The Sharpe Ratio Rank of FRDPX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of FRDPX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of FRDPX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of FRDPX is 4949
Calmar Ratio Rank
The Martin Ratio Rank of FRDPX is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

LCEAX vs. FRDPX - Dividend Comparison

LCEAX has not paid dividends to shareholders, while FRDPX's dividend yield for the trailing twelve months is around 0.82%.

TTM20242023202220212020201920182017201620152014
LCEAX
Invesco Diversified Dividend Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FRDPX
Franklin Rising Dividends Fund		0.82%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

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Volatility

LCEAX vs. FRDPX - Volatility Comparison

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