EQTIX vs. FKRCX
Compare and contrast key facts about Shelton Equity Income Fund (EQTIX) and Franklin Gold and Precious Metals Fund (FKRCX).
EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996. 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: EQTIX or FKRCX.
Correlation
The correlation between EQTIX and FKRCX is 0.27, 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.
Performance
EQTIX vs. FKRCX - Performance Comparison
Key characteristics
EQTIX:
1.83
FKRCX:
1.58
EQTIX:
2.51
FKRCX:
2.14
EQTIX:
1.34
FKRCX:
1.26
EQTIX:
3.01
FKRCX:
0.70
EQTIX:
10.57
FKRCX:
4.99
EQTIX:
1.67%
FKRCX:
8.74%
EQTIX:
9.66%
FKRCX:
27.62%
EQTIX:
-54.79%
FKRCX:
-80.23%
EQTIX:
-0.73%
FKRCX:
-39.27%
Returns By Period
In the year-to-date period, EQTIX achieves a 3.21% return, which is significantly lower than FKRCX's 14.95% return. Over the past 10 years, EQTIX has underperformed FKRCX with an annualized return of 2.08%, while FKRCX has yielded a comparatively higher 7.12% annualized return.
EQTIX
3.21%
3.21%
9.82%
18.94%
7.53%
2.08%
FKRCX
14.95%
14.95%
14.88%
47.07%
8.40%
7.12%
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EQTIX vs. FKRCX - Expense Ratio Comparison
EQTIX has a 0.72% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Risk-Adjusted Performance
EQTIX vs. FKRCX — Risk-Adjusted Performance Rank
EQTIX
FKRCX
EQTIX vs. FKRCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) 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
EQTIX vs. FKRCX - Dividend Comparison
EQTIX's dividend yield for the trailing twelve months is around 9.22%, less than FKRCX's 11.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQTIX Shelton Equity Income Fund | 9.22% | 9.51% | 8.56% | 8.38% | 9.67% | 9.54% | 4.71% | 3.35% | 3.06% | 1.81% | 1.92% | 1.55% |
FKRCX Franklin Gold and Precious Metals Fund | 11.69% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% |
Drawdowns
EQTIX vs. FKRCX - Drawdown Comparison
The maximum EQTIX drawdown since its inception was -54.79%, smaller than the maximum FKRCX drawdown of -80.23%. Use the drawdown chart below to compare losses from any high point for EQTIX and FKRCX. For additional features, visit the drawdowns tool.
Volatility
EQTIX vs. FKRCX - Volatility Comparison
The current volatility for Shelton Equity Income Fund (EQTIX) is 2.93%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 5.97%. This indicates that EQTIX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.