FKRCX vs. EPGFX
Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and EuroPac Gold Fund (EPGFX).
FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969. EPGFX is managed by Euro Pacific Asset Management. It was launched on Jul 18, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKRCX or EPGFX.
Correlation
The correlation between FKRCX and EPGFX 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
FKRCX vs. EPGFX - Performance Comparison
Key characteristics
FKRCX:
2.46
EPGFX:
1.58
FKRCX:
3.09
EPGFX:
2.16
FKRCX:
1.38
EPGFX:
1.26
FKRCX:
1.08
EPGFX:
1.00
FKRCX:
7.94
EPGFX:
5.17
FKRCX:
8.52%
EPGFX:
8.61%
FKRCX:
27.47%
EPGFX:
28.18%
FKRCX:
-80.23%
EPGFX:
-57.97%
FKRCX:
-36.18%
EPGFX:
-18.55%
Returns By Period
In the year-to-date period, FKRCX achieves a 20.80% return, which is significantly higher than EPGFX's 14.86% return. Over the past 10 years, FKRCX has outperformed EPGFX with an annualized return of 7.83%, while EPGFX has yielded a comparatively lower 6.89% annualized return.
FKRCX
20.80%
7.14%
10.62%
67.82%
10.33%
7.83%
EPGFX
14.86%
7.51%
5.37%
43.81%
6.20%
6.89%
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FKRCX vs. EPGFX - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is lower than EPGFX's 1.40% expense ratio.
Risk-Adjusted Performance
FKRCX vs. EPGFX — Risk-Adjusted Performance Rank
FKRCX
EPGFX
FKRCX vs. EPGFX - Risk-Adjusted Performance Comparison
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.
Dividends
FKRCX vs. EPGFX - Dividend Comparison
FKRCX's dividend yield for the trailing twelve months is around 11.13%, more than EPGFX's 9.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 11.13% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% |
EPGFX EuroPac Gold Fund | 9.03% | 10.37% | 0.00% | 0.00% | 2.50% | 8.67% | 0.00% | 0.00% | 2.56% | 19.31% | 0.00% | 0.00% |
Drawdowns
FKRCX vs. EPGFX - Drawdown Comparison
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.
Volatility
FKRCX vs. EPGFX - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) and EuroPac Gold Fund (EPGFX) have volatilities of 7.99% and 8.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.