FKUTX vs. APGAX

In the year-to-date period, FKUTX achieves a 24.60% return, which is significantly higher than APGAX's 17.15% return. Over the past 10 years, FKUTX has underperformed APGAX with an annualized return of 5.64%, while APGAX has yielded a comparatively higher 9.87% annualized return.

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FKUTX has a 0.72% expense ratio, which is lower than APGAX's 0.84% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and AB Large Cap Growth Fund Class A (APGAX). 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 FKUTX Sharpe Ratio is 1.32, which is higher than the APGAX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of FKUTX and APGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKUTX's dividend yield for the trailing twelve months is around 2.14%, while APGAX has not paid dividends to shareholders.

The maximum FKUTX drawdown since its inception was -44.54%, smaller than the maximum APGAX drawdown of -69.97%. Use the drawdown chart below to compare losses from any high point for FKUTX and APGAX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Utilities Fund (FKUTX) is 4.27%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 8.88%. This indicates that FKUTX experiences smaller price fluctuations and is considered to be less risky than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.