Franklin Utilities Fund Class R (FRURX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FRURX
FRURX charges 1.07% annually. Among mutual funds in the Utilities Equities category, these options have the lowest expense ratios among FRURX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Utilities Index Fund Admiral Shares | 0.10% | Apr 28, 2004 | FRURX vs VUIAX | |
| Fidelity Telecom and Utilities Fund | 0.60% | Nov 27, 1987 | FRURX vs FIUIX | |
| American Century Utilities Fund | 0.65% | Feb 28, 1993 | FRURX vs BULIX | |
| Franklin Utilities Fund | 0.72% | Sep 29, 1948 | FRURX vs FKUTX | |
| Fidelity Select Utilities Portfolio | 0.74% | Dec 9, 1981 | FRURX vs FSUTX |
Best Risk-Adjusted Alternatives to FRURX
Among mutual funds in the Utilities Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 85 | Jul 27, 2011 | FRURX vs DPG | |
| MFS Utilities Fund | 83 | Feb 13, 1992 | FRURX vs MMUFX | |
| Franklin Utilities Fund | 81 | Sep 29, 1948 | FRURX vs FKUTX | |
| American Century Utilities Fund | 81 | Feb 28, 1993 | FRURX vs BULIX | |
| Franklin Utilities Fund Class A | 80 | Sep 30, 1948 | FRURX vs FKUQX |
Top Performing FRURX Alternatives (YTD)
FRURX alternatives from the Utilities Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Duff & Phelps Utility and Infrastructure Fund Inc | 15.31% | Jul 27, 2011 | FRURX vs DPG | |
| Hennessy Gas Utility Fund | 14.24% | May 9, 1989 | FRURX vs GASFX | |
| Franklin Utilities Fund | 9.58% | Sep 29, 1948 | FRURX vs FKUTX | |
| Franklin Utilities Fund Class A | 9.56% | Sep 30, 1948 | FRURX vs FKUQX | |
| American Century Utilities Fund | 9.37% | Feb 28, 1993 | FRURX vs BULIX |
Lowest Volatility Alternatives to FRURX
FRURX alternatives from the Utilities Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Utilities Fund | 13.57% | Aug 30, 1999 | FRURX vs GABUX | |
| Hennessy Gas Utility Fund | 13.69% | May 9, 1989 | FRURX vs GASFX | |
| Allspring Utility and Telecommunications Fund | 14.63% | Jan 3, 1994 | FRURX vs EVUAX | |
| Allspring Utilities and High Income Fund | 14.68% | Apr 30, 2004 | FRURX vs ERH | |
| Rydex Utilities Fund | 15.08% | Apr 2, 2000 | FRURX vs RYUIX |
Lowest Drawdown Alternatives to FRURX
FRURX alternatives from the Utilities Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Allspring Utility and Telecommunications Fund | -7.90% | Jan 3, 1994 | FRURX vs EVUAX | |
| MFS Utilities Fund | -8.06% | Feb 13, 1992 | FRURX vs MMUFX | |
| Franklin Utilities Fund | -8.19% | Sep 29, 1948 | FRURX vs FKUTX | |
| Franklin Utilities Fund Class A | -8.20% | Sep 30, 1948 | FRURX vs FKUQX | |
| Rydex Utilities Fund | -8.27% | Apr 2, 2000 | FRURX vs RYUIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 31 | -10.96% | Jan 2, 1968 | FRURX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 95 | 5.72% | May 18, 1969 | FRURX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FRURX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FRURX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FRURX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FRURX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FRURX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FRURX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FRURX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FRURX vs SHAPX |
Often Compared With FRURX
What investors most often compare with FRURX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Utility Fund | Utilities Equities | 60 | 6.96% | Jan 21, 1990 | FRURX vs PRUAX | |
| Utilities Select Sector SPDR Fund | Utilities Equities | 66 | 8.77% | Dec 16, 1998 | FRURX vs XLU | |
| The Gabelli Utility Trust | Utilities Equities | 86 | 2.84% | Feb 25, 1999 | FRURX vs GUT |
Compare FRURX with Any Fund or Stock
Compare FRURX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.