Franklin Utilities Fund Class R (FRURX) 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 FRURX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRURX
FRURX charges 1.07% annually. There are 11 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% | 11.10B | Apr 2004 | FRURX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | — | Nov 1987 | FRURX vs FIUIX | |
| American Century Utilities Fund | 0.65% | 312.77M | Feb 1993 | FRURX vs BULIX | |
| Franklin Utilities Fund | 0.72% | — | Sep 1948 | FRURX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | — | Dec 1981 | FRURX vs FSUTX |
Best Risk-Adjusted Alternatives to FRURX
FRURX has a PortfoliosLab risk / return rank of 13. There are 6 mutual funds in the Utilities Equities category with higher risk-adjusted ranks, going as high as 54.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 54 | — | Jul 2011 | FRURX vs DPG | |
| Gabelli Utilities Fund | 25 | — | Aug 1999 | FRURX vs GABUX | |
| Hennessy Gas Utility Fund | 15 | — | May 1989 | FRURX vs GASFX | |
| Allspring Utilities and High Income Fund | 15 | — | Apr 2004 | FRURX vs ERH | |
| Franklin Utilities Fund Class A | 14 | — | Sep 1948 | FRURX vs FKUQX |
Top Performing FRURX Alternatives (YTD)
FRURX is at 5.32% YTD. There are 5 mutual funds in the Utilities Equities category with higher YTD returns, going as high as 14.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 14.09% | — | Jul 2011 | FRURX vs DPG | |
| Hennessy Gas Utility Fund | 8.79% | — | May 1989 | FRURX vs GASFX | |
| Gabelli Utilities Fund | 6.64% | — | Aug 1999 | FRURX vs GABUX | |
| Franklin Utilities Fund | 5.46% | — | Sep 1948 | FRURX vs FKUTX | |
| Franklin Utilities Fund Class A | 5.44% | — | Sep 1948 | FRURX vs FKUQX |
Lowest Volatility Alternatives to FRURX
FRURX has 13.96% 1-year volatility. There are 8 mutual funds in the Utilities Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Utilities Fund | 10.71% | — | Aug 1999 | FRURX vs GABUX | |
| Hennessy Gas Utility Fund | 11.82% | — | May 1989 | FRURX vs GASFX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 12.27% | — | Jul 2011 | FRURX vs DPG | |
| Allspring Utilities and High Income Fund | 12.59% | — | Apr 2004 | FRURX vs ERH | |
| Allspring Utility and Telecommunications Fund | 13.12% | — | Jan 1994 | FRURX vs EVUAX |
Lowest Drawdown Alternatives to FRURX
FRURX has a 1-year max drawdown of -8.15%. There are 7 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 | FRURX vs DPG | |
| Hennessy Gas Utility Fund | -6.95% | — | May 1989 | FRURX vs GASFX | |
| Gabelli Utilities Fund | -7.14% | — | Aug 1999 | FRURX vs GABUX | |
| Allspring Utility and Telecommunications Fund | -7.68% | — | Jan 1994 | FRURX vs EVUAX | |
| Rydex Utilities Fund | -7.97% | — | Apr 2000 | FRURX vs RYUIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 20 | 12.20% | — | Jan 1968 | FRURX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 36 | 2.82% | — | May 1969 | FRURX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 84 | 4.75% | — | — | FRURX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 6.28% | — | Apr 1948 | FRURX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.39% | — | Jun 2011 | FRURX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 30 | 5.63% | — | Jan 1987 | FRURX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 9 | 4.27% | — | Aug 1997 | FRURX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 2.93% | — | Oct 1983 | FRURX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.29% | — | Aug 1997 | FRURX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 32 | 5.26% | — | Mar 1970 | FRURX vs SHAPX |
Often Compared With FRURX
Investors most often compare FRURX with PRUAX, XLU, GUT. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Utility Fund | Utilities Equities | 9 | 3.07% | — | Jan 1990 | FRURX vs PRUAX | |
| State Street Utilities Select Sector SPDR ETF | Utilities Equities | 24 | 3.65% | 22.40B | Dec 1998 | FRURX vs XLU | |
| The Gabelli Utility Trust | Utilities Equities | 58 | 8.82% | — | Feb 1999 | FRURX vs GUT | |
| MFS Utilities Fund | Utilities Equities | 13 | 4.62% | — | Feb 1992 | FRURX vs MMUFX |
Compare FRURX with Any Fund or Stock
Compare FRURX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRURX with funds that move differently
Franklin Utilities Fund Class R alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRURX.
Explore FRURX Diversifiers