BACAX vs. FKUTX
Compare and contrast key facts about BlackRock Energy Opportunities Fund (BACAX) and Franklin Utilities Fund (FKUTX).
BACAX is managed by Blackrock. It was launched on Feb 16, 2005. 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: BACAX or FKUTX.
Performance
BACAX vs. FKUTX - Performance Comparison
Returns By Period
In the year-to-date period, BACAX achieves a 10.76% return, which is significantly lower than FKUTX's 31.62% return. Over the past 10 years, BACAX has underperformed FKUTX with an annualized return of 1.97%, while FKUTX has yielded a comparatively higher 6.20% annualized return.
BACAX
10.76%
1.97%
-1.47%
9.79%
11.37%
1.97%
FKUTX
31.62%
-0.28%
14.43%
30.55%
5.39%
6.20%
Key characteristics
| BACAX | FKUTX | |
|---|---|---|
| Sharpe Ratio | 0.62 | 2.02 |
| Sortino Ratio | 0.92 | 2.61 |
| Omega Ratio | 1.11 | 1.37 |
| Calmar Ratio | 0.25 | 1.49 |
| Martin Ratio | 2.08 | 7.00 |
| Ulcer Index | 4.82% | 4.51% |
| Daily Std Dev | 16.08% | 15.60% |
| Max Drawdown | -82.42% | -44.54% |
| Current Drawdown | -31.25% | -0.56% |
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BACAX vs. FKUTX - Expense Ratio Comparison
BACAX has a 1.32% expense ratio, which is higher than FKUTX's 0.72% expense ratio.
Correlation
The correlation between BACAX and FKUTX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
BACAX vs. FKUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Energy Opportunities Fund (BACAX) 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
BACAX vs. FKUTX - Dividend Comparison
BACAX's dividend yield for the trailing twelve months is around 2.29%, more than FKUTX's 2.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BACAX BlackRock Energy Opportunities Fund | 2.29% | 3.06% | 2.20% | 2.39% | 3.39% | 2.69% | 2.88% | 2.48% | 1.95% | 1.98% | 1.22% | 0.42% |
FKUTX Franklin Utilities Fund | 2.03% | 2.63% | 2.29% | 2.24% | 2.73% | 2.38% | 2.84% | 2.84% | 2.70% | 3.24% | 2.68% | 3.27% |
Drawdowns
BACAX vs. FKUTX - Drawdown Comparison
The maximum BACAX drawdown since its inception was -82.42%, which is greater than FKUTX's maximum drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for BACAX and FKUTX. For additional features, visit the drawdowns tool.
Volatility
BACAX vs. FKUTX - Volatility Comparison
The current volatility for BlackRock Energy Opportunities Fund (BACAX) is 3.19%, while Franklin Utilities Fund (FKUTX) has a volatility of 5.19%. This indicates that BACAX 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.