WSTAX vs. FDTRX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Franklin DynaTech Fund Class R6 (FDTRX).
WSTAX is managed by Nomura. FDTRX is managed by Franklin Templeton. It was launched on Jun 24, 2013.
Performance
WSTAX vs. FDTRX - Performance Comparison
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WSTAX vs. FDTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -6.53% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
FDTRX Franklin DynaTech Fund Class R6 | -10.89% | 18.97% | 31.01% | 44.92% | -40.07% | 12.90% | 58.22% | 36.84% | 3.22% | 39.87% |
Returns By Period
In the year-to-date period, WSTAX achieves a -6.53% return, which is significantly higher than FDTRX's -10.89% return. Over the past 10 years, WSTAX has outperformed FDTRX with an annualized return of 19.82%, while FDTRX has yielded a comparatively lower 16.37% annualized return.
WSTAX
- 1D
- -1.89%
- 1M
- -10.74%
- YTD
- -6.53%
- 6M
- -5.01%
- 1Y
- 36.55%
- 3Y*
- 34.43%
- 5Y*
- 15.99%
- 10Y*
- 19.82%
FDTRX
- 1D
- 5.05%
- 1M
- -5.11%
- YTD
- -10.89%
- 6M
- -11.59%
- 1Y
- 19.81%
- 3Y*
- 19.58%
- 5Y*
- 6.29%
- 10Y*
- 16.37%
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WSTAX vs. FDTRX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than FDTRX's 0.48% expense ratio.
Return for Risk
WSTAX vs. FDTRX — Risk / Return Rank
WSTAX
FDTRX
WSTAX vs. FDTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Franklin DynaTech Fund Class R6 (FDTRX). 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.
| WSTAX | FDTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.80 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.31 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 0.83 | +1.15 |
Martin ratioReturn relative to average drawdown | 6.93 | 2.70 | +4.22 |
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
| WSTAX | FDTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.80 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.24 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.66 | -0.21 |
Correlation
The correlation between WSTAX and FDTRX is 0.91, 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.
Dividends
WSTAX vs. FDTRX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 19.60%, more than FDTRX's 11.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 19.60% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
FDTRX Franklin DynaTech Fund Class R6 | 11.66% | 10.39% | 0.00% | 0.00% | 0.00% | 1.36% | 0.00% | 0.71% | 2.80% | 1.71% | 3.44% | 2.40% |
Drawdowns
WSTAX vs. FDTRX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, which is greater than FDTRX's maximum drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for WSTAX and FDTRX.
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Drawdown Indicators
| WSTAX | FDTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -48.10% | -7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -20.39% | +3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -48.10% | -7.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -48.10% | -7.29% |
Current DrawdownCurrent decline from peak | -16.73% | -16.37% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -9.22% | -5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.78% | 6.25% | -1.47% |
Volatility
WSTAX vs. FDTRX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) and Franklin DynaTech Fund Class R6 (FDTRX) have volatilities of 8.82% and 9.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | FDTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.82% | 9.28% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 18.86% | 16.81% | +2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 26.47% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.75% | 26.27% | +10.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.55% | 24.53% | +6.02% |