FKRCX vs. EPGFX

In the year-to-date period, FKRCX achieves a 57.82% return, which is significantly higher than EPGFX's 33.95% return. Over the past 10 years, FKRCX has outperformed EPGFX with an annualized return of 10.73%, while EPGFX has yielded a comparatively lower 9.07% annualized return.

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FKRCX has a 0.88% expense ratio, which is lower than EPGFX's 1.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and EuroPac Gold Fund (EPGFX). 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.

The current FKRCX Sharpe Ratio is 1.97, which is higher than the EPGFX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of FKRCX and EPGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKRCX's dividend yield for the trailing twelve months is around 8.52%, more than EPGFX's 7.74% yield.

The maximum FKRCX drawdown since its inception was -80.23%, which is greater than EPGFX's maximum drawdown of -57.97%. Use the drawdown chart below to compare losses from any high point for FKRCX and EPGFX. For additional features, visit the drawdowns tool.