BULIX vs. FKUTX
Compare and contrast key facts about American Century Utilities Fund (BULIX) and Franklin Utilities Fund (FKUTX).
BULIX is managed by American Century. It was launched on Feb 28, 1993. FKUTX is managed by Franklin Templeton. It was launched on Sep 29, 1948.
Performance
BULIX vs. FKUTX - Performance Comparison
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BULIX vs. FKUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 9.37% | 16.76% | 24.32% | -7.51% | -4.37% | 13.77% | -2.38% | 19.94% | 1.82% | 0.59% |
FKUTX Franklin Utilities Fund | 9.58% | 14.59% | 27.18% | -4.91% | 1.67% | 18.00% | -1.87% | 27.28% | 2.54% | 9.58% |
Returns By Period
The year-to-date returns for both investments are quite close, with BULIX having a 9.37% return and FKUTX slightly higher at 9.58%. Over the past 10 years, BULIX has underperformed FKUTX with an annualized return of 7.31%, while FKUTX has yielded a comparatively higher 10.10% annualized return.
BULIX
- 1D
- 0.75%
- 1M
- -2.97%
- YTD
- 9.37%
- 6M
- 8.12%
- 1Y
- 21.96%
- 3Y*
- 14.97%
- 5Y*
- 9.57%
- 10Y*
- 7.31%
FKUTX
- 1D
- 0.70%
- 1M
- -2.97%
- YTD
- 9.58%
- 6M
- 8.38%
- 1Y
- 21.09%
- 3Y*
- 15.60%
- 5Y*
- 12.02%
- 10Y*
- 10.10%
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BULIX vs. FKUTX - Expense Ratio Comparison
BULIX has a 0.65% expense ratio, which is lower than FKUTX's 0.72% expense ratio.
Return for Risk
BULIX vs. FKUTX — Risk / Return Rank
BULIX
FKUTX
BULIX vs. FKUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Utilities Fund (BULIX) 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.
| BULIX | FKUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.48 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.97 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.89 | 2.83 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.19 | 7.83 | -0.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BULIX | FKUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.48 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.72 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.54 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.61 | -0.15 |
Correlation
The correlation between BULIX and FKUTX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BULIX vs. FKUTX - Dividend Comparison
BULIX's dividend yield for the trailing twelve months is around 10.43%, more than FKUTX's 7.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BULIX American Century Utilities Fund | 10.43% | 11.60% | 2.36% | 2.65% | 7.78% | 7.50% | 7.55% | 2.97% | 6.91% | 7.70% | 6.99% | 5.87% |
FKUTX Franklin Utilities Fund | 7.52% | 7.70% | 8.66% | 6.47% | 3.73% | 4.96% | 9.88% | 4.29% | 5.83% | 3.55% | 2.76% | 6.14% |
Drawdowns
BULIX vs. FKUTX - Drawdown Comparison
The maximum BULIX drawdown since its inception was -55.21%, which is greater than FKUTX's maximum drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for BULIX and FKUTX.
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Drawdown Indicators
| BULIX | FKUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.21% | -43.59% | -11.62% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -8.19% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.56% | -22.53% | -2.03% |
Max Drawdown (10Y)Largest decline over 10 years | -33.86% | -36.56% | +2.70% |
Current DrawdownCurrent decline from peak | -2.97% | -2.97% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -7.01% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.96% | +0.39% |
Volatility
BULIX vs. FKUTX - Volatility Comparison
The current volatility for American Century Utilities Fund (BULIX) is 4.86%, while Franklin Utilities Fund (FKUTX) has a volatility of 5.17%. This indicates that BULIX 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.
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Volatility by Period
| BULIX | FKUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 5.17% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 9.80% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 15.09% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 16.77% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 18.78% | -0.79% |