FKRCX vs. EPGFX

In the year-to-date period, FKRCX achieves a 4.44% return, which is significantly lower than EPGFX's 8.98% return. Over the past 10 years, FKRCX has underperformed EPGFX with an annualized return of 6.09%, while EPGFX has yielded a comparatively higher 6.78% 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 0.21, which is lower than the EPGFX Sharpe Ratio of 0.36. 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 has not paid dividends to shareholders, while EPGFX's dividend yield for the trailing twelve months is around 10.32%.

The maximum FKRCX drawdown since its inception was -78.85%, 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.

Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 13.82% compared to EuroPac Gold Fund (EPGFX) at 8.95%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than EPGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.