FKRCX vs. EQTIX
Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and Shelton Equity Income Fund (EQTIX).
FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969. EQTIX is managed by Shelton Capital Management. It was launched on Sep 3, 1996.
Performance
FKRCX vs. EQTIX - Performance Comparison
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FKRCX vs. EQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 5.72% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
EQTIX Shelton Equity Income Fund | -5.60% | 8.84% | 17.18% | 17.17% | -10.28% | 23.76% | 6.87% | 17.66% | -10.00% | 13.57% |
Returns By Period
In the year-to-date period, FKRCX achieves a 5.72% return, which is significantly higher than EQTIX's -5.60% return. Over the past 10 years, FKRCX has outperformed EQTIX with an annualized return of 18.12%, while EQTIX has yielded a comparatively lower 8.25% annualized return.
FKRCX
- 1D
- 8.11%
- 1M
- -21.42%
- YTD
- 5.72%
- 6M
- 29.26%
- 1Y
- 121.53%
- 3Y*
- 51.10%
- 5Y*
- 24.45%
- 10Y*
- 18.12%
EQTIX
- 1D
- -0.06%
- 1M
- -5.82%
- YTD
- -5.60%
- 6M
- -3.75%
- 1Y
- 7.47%
- 3Y*
- 10.56%
- 5Y*
- 7.40%
- 10Y*
- 8.25%
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FKRCX vs. EQTIX - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is higher than EQTIX's 0.72% expense ratio.
Return for Risk
FKRCX vs. EQTIX — Risk / Return Rank
FKRCX
EQTIX
FKRCX vs. EQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Shelton Equity Income Fund (EQTIX). 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.
| FKRCX | EQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.85 | 0.53 | +2.31 |
Sortino ratioReturn per unit of downside risk | 3.01 | 0.86 | +2.16 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.13 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 3.93 | 0.65 | +3.28 |
Martin ratioReturn relative to average drawdown | 14.65 | 3.10 | +11.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKRCX | EQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.85 | 0.53 | +2.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.57 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.58 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.44 | -0.25 |
Correlation
The correlation between FKRCX and EQTIX is 0.26, 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.
Dividends
FKRCX vs. EQTIX - Dividend Comparison
FKRCX's dividend yield for the trailing twelve months is around 10.16%, more than EQTIX's 7.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 10.16% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% |
EQTIX Shelton Equity Income Fund | 7.24% | 7.62% | 9.51% | 9.25% | 9.83% | 11.98% | 24.62% | 4.89% | 23.96% | 14.65% | 16.02% | 3.33% |
Drawdowns
FKRCX vs. EQTIX - Drawdown Comparison
The maximum FKRCX drawdown since its inception was -78.85%, which is greater than EQTIX's maximum drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for FKRCX and EQTIX.
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Drawdown Indicators
| FKRCX | EQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.85% | -53.77% | -25.08% |
Max Drawdown (1Y)Largest decline over 1 year | -31.15% | -10.43% | -20.72% |
Max Drawdown (5Y)Largest decline over 5 years | -48.79% | -19.03% | -29.76% |
Max Drawdown (10Y)Largest decline over 10 years | -49.54% | -29.85% | -19.69% |
Current DrawdownCurrent decline from peak | -21.42% | -7.16% | -14.26% |
Average DrawdownAverage peak-to-trough decline | -33.79% | -7.21% | -26.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 2.19% | +6.17% |
Volatility
FKRCX vs. EQTIX - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 18.27% compared to Shelton Equity Income Fund (EQTIX) at 3.45%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKRCX | EQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.27% | 3.45% | +14.82% |
Volatility (6M)Calculated over the trailing 6-month period | 35.19% | 7.52% | +27.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.05% | 14.71% | +28.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.27% | 13.12% | +20.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.90% | 14.31% | +18.59% |