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PIODX vs. FKDNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PIODX and FKDNX is 0.84, 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

PIODX vs. FKDNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pioneer Fund (PIODX) and Franklin DynaTech Fund (FKDNX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

PIODX:

-0.13

FKDNX:

0.47

Sortino Ratio

PIODX:

0.02

FKDNX:

0.89

Omega Ratio

PIODX:

1.00

FKDNX:

1.12

Calmar Ratio

PIODX:

-0.09

FKDNX:

0.56

Martin Ratio

PIODX:

-0.22

FKDNX:

1.78

Ulcer Index

PIODX:

12.28%

FKDNX:

8.32%

Daily Std Dev

PIODX:

25.12%

FKDNX:

29.55%

Max Drawdown

PIODX:

-58.19%

FKDNX:

-55.85%

Current Drawdown

PIODX:

-13.22%

FKDNX:

-4.72%

Returns By Period

In the year-to-date period, PIODX achieves a 3.13% return, which is significantly higher than FKDNX's 1.30% return. Over the past 10 years, PIODX has underperformed FKDNX with an annualized return of 1.43%, while FKDNX has yielded a comparatively higher 13.43% annualized return.


PIODX

YTD

3.13%

1M

17.37%

6M

-10.97%

1Y

-3.22%

3Y*

9.47%

5Y*

8.03%

10Y*

1.43%

FKDNX

YTD

1.30%

1M

20.88%

6M

1.59%

1Y

13.89%

3Y*

20.62%

5Y*

12.37%

10Y*

13.43%

*Annualized

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Pioneer Fund

Franklin DynaTech Fund

PIODX vs. FKDNX - Expense Ratio Comparison

PIODX has a 1.06% expense ratio, which is higher than FKDNX's 0.79% expense ratio.


Risk-Adjusted Performance

PIODX vs. FKDNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIODX
The Risk-Adjusted Performance Rank of PIODX is 1313
Overall Rank
The Sharpe Ratio Rank of PIODX is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of PIODX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of PIODX is 1515
Omega Ratio Rank
The Calmar Ratio Rank of PIODX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of PIODX is 1313
Martin Ratio Rank

FKDNX
The Risk-Adjusted Performance Rank of FKDNX is 5555
Overall Rank
The Sharpe Ratio Rank of FKDNX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of FKDNX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of FKDNX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of FKDNX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of FKDNX is 5353
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.

PIODX vs. FKDNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Pioneer Fund (PIODX) and Franklin DynaTech Fund (FKDNX). 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.


The current PIODX Sharpe Ratio is -0.13, which is lower than the FKDNX Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of PIODX and FKDNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

PIODX vs. FKDNX - Dividend Comparison

PIODX's dividend yield for the trailing twelve months is around 13.73%, while FKDNX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
PIODX
Pioneer Fund
13.73%14.17%3.03%4.13%16.18%5.82%9.37%15.37%21.35%20.51%14.53%18.50%
FKDNX
Franklin DynaTech 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%

Drawdowns

PIODX vs. FKDNX - Drawdown Comparison

The maximum PIODX drawdown since its inception was -58.19%, roughly equal to the maximum FKDNX drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for PIODX and FKDNX. For additional features, visit the drawdowns tool.


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Volatility

PIODX vs. FKDNX - Volatility Comparison

The current volatility for Pioneer Fund (PIODX) is 6.29%, while Franklin DynaTech Fund (FKDNX) has a volatility of 6.96%. This indicates that PIODX experiences smaller price fluctuations and is considered to be less risky than FKDNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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