FKRCX vs. VOO
Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and Vanguard S&P 500 ETF (VOO).
FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKRCX or VOO.
Correlation
The correlation between FKRCX and VOO 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
FKRCX vs. VOO - Performance Comparison
Key characteristics
FKRCX:
0.21
VOO:
2.21
FKRCX:
0.47
VOO:
2.93
FKRCX:
1.06
VOO:
1.41
FKRCX:
0.10
VOO:
3.25
FKRCX:
0.71
VOO:
14.47
FKRCX:
8.65%
VOO:
1.90%
FKRCX:
29.84%
VOO:
12.43%
FKRCX:
-78.85%
VOO:
-33.99%
FKRCX:
-49.81%
VOO:
-2.87%
Returns By Period
In the year-to-date period, FKRCX achieves a 4.44% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, FKRCX has underperformed VOO with an annualized return of 6.09%, while VOO has yielded a comparatively higher 13.04% annualized return.
FKRCX
4.44%
-17.66%
-7.79%
4.51%
4.58%
6.09%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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FKRCX vs. VOO - Expense Ratio Comparison
FKRCX has a 0.88% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FKRCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FKRCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKRCX Franklin Gold and Precious Metals Fund | 0.00% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.36% | 8.73% | 0.00% | 1.10% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FKRCX vs. VOO - Drawdown Comparison
The maximum FKRCX drawdown since its inception was -78.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FKRCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FKRCX vs. VOO - Volatility Comparison
Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 13.82% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.