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APGAX vs. FKUTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


APGAXFKUTX
YTD Return16.70%13.79%
1Y Return26.25%9.08%
3Y Return (Ann)6.92%6.79%
5Y Return (Ann)16.08%6.47%
10Y Return (Ann)15.59%7.69%
Sharpe Ratio1.690.67
Daily Std Dev14.48%16.28%
Max Drawdown-67.19%-43.61%
Current Drawdown-5.24%-1.61%

Correlation

-0.50.00.51.00.4

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 16.70% return, which is significantly higher than FKUTX's 13.79% return. Over the past 10 years, APGAX has outperformed FKUTX with an annualized return of 15.59%, while FKUTX has yielded a comparatively lower 7.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%1,800.00%2,000.00%FebruaryMarchAprilMayJuneJuly
1,969.59%
1,055.43%
APGAX
FKUTX

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AB Large Cap Growth Fund Class A

Franklin Utilities Fund

APGAX vs. FKUTX - Expense Ratio Comparison

APGAX has a 0.84% expense ratio, which is higher than FKUTX's 0.72% expense ratio.


APGAX
AB Large Cap Growth Fund Class A
Expense ratio chart for APGAX: current value at 0.84% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.84%
Expense ratio chart for FKUTX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%

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.


APGAX
Sharpe ratio
The chart of Sharpe ratio for APGAX, currently valued at 1.69, compared to the broader market-1.000.001.002.003.004.001.69
Sortino ratio
The chart of Sortino ratio for APGAX, currently valued at 2.37, compared to the broader market0.005.0010.002.37
Omega ratio
The chart of Omega ratio for APGAX, currently valued at 1.30, compared to the broader market1.002.003.004.001.30
Calmar ratio
The chart of Calmar ratio for APGAX, currently valued at 1.28, compared to the broader market0.005.0010.0015.0020.001.28
Martin ratio
The chart of Martin ratio for APGAX, currently valued at 8.73, compared to the broader market0.0020.0040.0060.0080.00100.008.73
FKUTX
Sharpe ratio
The chart of Sharpe ratio for FKUTX, currently valued at 0.67, compared to the broader market-1.000.001.002.003.004.000.67
Sortino ratio
The chart of Sortino ratio for FKUTX, currently valued at 1.02, compared to the broader market0.005.0010.001.02
Omega ratio
The chart of Omega ratio for FKUTX, currently valued at 1.13, compared to the broader market1.002.003.004.001.13
Calmar ratio
The chart of Calmar ratio for FKUTX, currently valued at 0.48, compared to the broader market0.005.0010.0015.0020.000.48
Martin ratio
The chart of Martin ratio for FKUTX, currently valued at 1.58, compared to the broader market0.0020.0040.0060.0080.00100.001.58

APGAX vs. FKUTX - Sharpe Ratio Comparison

The current APGAX Sharpe Ratio is 1.69, which is higher than the FKUTX Sharpe Ratio of 0.67. The chart below compares the 12-month rolling Sharpe Ratio of APGAX and FKUTX.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
1.69
0.67
APGAX
FKUTX

Dividends

APGAX vs. FKUTX - Dividend Comparison

APGAX's dividend yield for the trailing twelve months is around 1.50%, less than FKUTX's 5.75% yield.


TTM20232022202120202019201820172016201520142013
APGAX
AB Large Cap Growth Fund Class A
1.50%1.75%0.97%8.04%2.87%3.66%9.96%4.09%2.74%9.23%15.34%4.23%
FKUTX
Franklin Utilities Fund
5.75%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.


-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJuly
-5.24%
-1.61%
APGAX
FKUTX

Volatility

APGAX vs. FKUTX - Volatility Comparison

AB Large Cap Growth Fund Class A (APGAX) and Franklin Utilities Fund (FKUTX) have volatilities of 4.10% and 4.03%, 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.


3.00%3.50%4.00%4.50%5.00%5.50%FebruaryMarchAprilMayJuneJuly
4.10%
4.03%
APGAX
FKUTX