Franklin Utilities Fund (FKUTX) belongs to the Utilities Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FKUTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKUTX
FKUTX charges 0.72% annually. There are 3 mutual funds in the Utilities Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | 10.80B | Apr 2004 | FKUTX vs VUIAX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | FKUTX vs BULIX | |
| Fidelity Telecom and Utilities Fund | 0.68% | — | Nov 1987 | FKUTX vs FIUIX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | FKUTX vs FSUTX | |
| Franklin Utilities Fund Class A | 0.81% | — | Sep 1948 | FKUTX vs FKUQX |
Best Risk-Adjusted Alternatives to FKUTX
FKUTX has a PortfoliosLab risk / return rank of 23. There are 4 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 84 | — | Jul 2011 | FKUTX vs DPG | |
| Hennessy Gas Utility Fund | 41 | — | May 1989 | FKUTX vs GASFX | |
| Gabelli Utilities Fund | 40 | — | Aug 1999 | FKUTX vs GABUX | |
| MFS Utilities Fund | 23 | — | Feb 1992 | FKUTX vs MMUFX | |
| Franklin Utilities Fund Class R | 21 | — | Jan 2002 | FKUTX vs FRURX |
Top Performing FKUTX Alternatives (YTD)
FKUTX is at 7.52% YTD. There are 3 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 17.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 17.91% | — | Jul 2011 | FKUTX vs DPG | |
| Hennessy Gas Utility Fund | 11.32% | — | May 1989 | FKUTX vs GASFX | |
| Gabelli Utilities Fund | 8.59% | — | Aug 1999 | FKUTX vs GABUX | |
| Franklin Utilities Fund Class A | 7.47% | — | Sep 1948 | FKUTX vs FKUQX | |
| Franklin Utilities Fund Class R | 7.34% | — | Jan 2002 | FKUTX vs FRURX |
Lowest Volatility Alternatives to FKUTX
FKUTX has 14.43% 1-year volatility. There are 7 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 11.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 11.03% | — | Aug 1999 | FKUTX vs GABUX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.12% | — | Jul 2011 | FKUTX vs DPG | |
| Hennessy Gas Utility Fund | 12.45% | — | May 1989 | FKUTX vs GASFX | |
| Allspring Utilities and High Income Fund | 13.03% | — | Apr 2004 | FKUTX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.40% | — | Jan 1994 | FKUTX vs EVUAX |
Lowest Drawdown Alternatives to FKUTX
FKUTX has a 1-year max drawdown of -8.10%. There are 5 mutual funds in the Utilities Equities category with shallower 1-year drawdowns, going as shallow as -5.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | FKUTX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | FKUTX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | FKUTX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | FKUTX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | FKUTX vs RYUIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | FKUTX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | FKUTX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | FKUTX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | FKUTX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | FKUTX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | FKUTX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | FKUTX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | FKUTX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | FKUTX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | FKUTX vs SHRAX |
Often Compared With FKUTX
Investors most often compare FKUTX with APGAX, CZA, BACAX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare FKUTX with Any Fund or Stock
Compare FKUTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKUTX with funds that move differently
Franklin Utilities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKUTX.
Explore FKUTX Diversifiers