EPGFX vs. FKRCX
Compare and contrast key facts about EuroPac Gold Fund (EPGFX) and Franklin Gold and Precious Metals Fund (FKRCX).
EPGFX is managed by Euro Pacific Asset Management. It was launched on Jul 18, 2013. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPGFX or FKRCX.
Correlation
The correlation between EPGFX and FKRCX is 0.92, 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.
Performance
EPGFX vs. FKRCX - Performance Comparison
Key characteristics
EPGFX:
0.84
FKRCX:
1.66
EPGFX:
1.30
FKRCX:
2.23
EPGFX:
1.15
FKRCX:
1.27
EPGFX:
0.53
FKRCX:
0.73
EPGFX:
2.80
FKRCX:
5.30
EPGFX:
8.46%
FKRCX:
8.62%
EPGFX:
28.06%
FKRCX:
27.58%
EPGFX:
-57.97%
FKRCX:
-80.23%
EPGFX:
-24.25%
FKRCX:
-40.43%
Returns By Period
In the year-to-date period, EPGFX achieves a 6.83% return, which is significantly lower than FKRCX's 12.75% return. Over the past 10 years, EPGFX has underperformed FKRCX with an annualized return of 5.79%, while FKRCX has yielded a comparatively higher 6.99% annualized return.
EPGFX
6.83%
5.46%
2.38%
25.36%
2.87%
5.79%
FKRCX
12.75%
11.90%
13.20%
44.06%
8.17%
6.99%
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EPGFX vs. FKRCX - Expense Ratio Comparison
EPGFX has a 1.40% expense ratio, which is higher than FKRCX's 0.88% expense ratio.
Risk-Adjusted Performance
EPGFX vs. FKRCX — Risk-Adjusted Performance Rank
EPGFX
FKRCX
EPGFX vs. FKRCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac Gold Fund (EPGFX) and Franklin Gold and Precious Metals Fund (FKRCX). 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
EPGFX vs. FKRCX - Dividend Comparison
EPGFX's dividend yield for the trailing twelve months is around 9.71%, less than FKRCX's 11.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPGFX EuroPac Gold Fund | 9.71% | 10.37% | 0.00% | 0.00% | 2.50% | 8.67% | 0.00% | 0.00% | 2.56% | 19.31% | 0.00% | 0.00% |
FKRCX Franklin Gold and Precious Metals Fund | 11.92% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% |
Drawdowns
EPGFX vs. FKRCX - Drawdown Comparison
The maximum EPGFX drawdown since its inception was -57.97%, smaller than the maximum FKRCX drawdown of -80.23%. Use the drawdown chart below to compare losses from any high point for EPGFX and FKRCX. For additional features, visit the drawdowns tool.
Volatility
EPGFX vs. FKRCX - Volatility Comparison
EuroPac Gold Fund (EPGFX) has a higher volatility of 6.41% compared to Franklin Gold and Precious Metals Fund (FKRCX) at 5.25%. This indicates that EPGFX's price experiences larger fluctuations and is considered to be riskier than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.