APGAX vs. FKUTX
Compare and contrast key facts about AB Large Cap Growth Fund Class A (APGAX) and Franklin Utilities Fund (FKUTX).
APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996. FKUTX is managed by Franklin Templeton Investments. It was launched on Sep 29, 1948.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGAX or FKUTX.
Key characteristics
APGAX | FKUTX | |
---|---|---|
YTD Return | 23.27% | 31.99% |
1Y Return | 38.84% | 43.02% |
3Y Return (Ann) | 7.90% | 11.76% |
5Y Return (Ann) | 17.06% | 8.52% |
10Y Return (Ann) | 16.01% | 9.15% |
Sharpe Ratio | 2.38 | 2.77 |
Sortino Ratio | 3.12 | 3.76 |
Omega Ratio | 1.42 | 1.49 |
Calmar Ratio | 2.00 | 2.01 |
Martin Ratio | 11.40 | 14.10 |
Ulcer Index | 3.35% | 2.95% |
Daily Std Dev | 16.10% | 15.06% |
Max Drawdown | -67.19% | -43.61% |
Current Drawdown | -0.52% | -0.28% |
Correlation
The correlation between APGAX and FKUTX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APGAX vs. FKUTX - Performance Comparison
In the year-to-date period, APGAX achieves a 23.27% return, which is significantly lower than FKUTX's 31.99% return. Over the past 10 years, APGAX has outperformed FKUTX with an annualized return of 16.01%, while FKUTX has yielded a comparatively lower 9.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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APGAX vs. FKUTX - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than FKUTX's 0.72% expense ratio.
Risk-Adjusted Performance
APGAX vs. FKUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and Franklin Utilities Fund (FKUTX). 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.
Dividends
APGAX vs. FKUTX - Dividend Comparison
APGAX's dividend yield for the trailing twelve months is around 1.42%, less than FKUTX's 4.98% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AB Large Cap Growth Fund Class A | 1.42% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% | 15.34% | 4.23% |
Franklin Utilities Fund | 4.98% | 6.46% | 3.73% | 4.96% | 9.88% | 3.95% | 5.83% | 4.19% | 2.76% | 6.14% | 2.59% | 3.51% |
Drawdowns
APGAX vs. FKUTX - Drawdown Comparison
The maximum APGAX drawdown since its inception was -67.19%, which is greater than FKUTX's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for APGAX and FKUTX. For additional features, visit the drawdowns tool.
Volatility
APGAX vs. FKUTX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 3.30%, while Franklin Utilities Fund (FKUTX) has a volatility of 4.09%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than FKUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.