FKUTX vs. BACAX
Compare and contrast key facts about Franklin Utilities Fund (FKUTX) and BlackRock Energy Opportunities Fund (BACAX).
FKUTX is managed by Franklin Templeton. It was launched on Sep 29, 1948. BACAX is managed by BlackRock. It was launched on Feb 16, 2005.
Performance
FKUTX vs. BACAX - Performance Comparison
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FKUTX vs. BACAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 9.58% | 14.59% | 27.18% | -4.91% | 1.67% | 18.00% | -1.87% | 27.28% | 2.54% | 9.58% |
BACAX BlackRock Energy Opportunities Fund | 36.30% | 10.53% | 3.78% | 2.61% | 43.02% | 42.93% | -29.68% | 12.64% | -19.98% | 2.07% |
Returns By Period
In the year-to-date period, FKUTX achieves a 9.58% return, which is significantly lower than BACAX's 36.30% return. Both investments have delivered pretty close results over the past 10 years, with FKUTX having a 10.10% annualized return and BACAX not far behind at 10.09%.
FKUTX
- 1D
- 0.70%
- 1M
- -2.97%
- YTD
- 9.58%
- 6M
- 8.38%
- 1Y
- 21.09%
- 3Y*
- 15.60%
- 5Y*
- 12.02%
- 10Y*
- 10.10%
BACAX
- 1D
- -0.47%
- 1M
- 10.34%
- YTD
- 36.30%
- 6M
- 38.98%
- 1Y
- 38.84%
- 3Y*
- 18.44%
- 5Y*
- 22.41%
- 10Y*
- 10.09%
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FKUTX vs. BACAX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is lower than BACAX's 1.32% expense ratio.
Return for Risk
FKUTX vs. BACAX — Risk / Return Rank
FKUTX
BACAX
FKUTX vs. BACAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and BlackRock Energy Opportunities Fund (BACAX). 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.
| FKUTX | BACAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.87 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.25 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 2.19 | +0.64 |
Martin ratioReturn relative to average drawdown | 7.83 | 7.29 | +0.54 |
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
| FKUTX | BACAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.87 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.95 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.37 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.19 | +0.42 |
Correlation
The correlation between FKUTX and BACAX is 0.39, 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
FKUTX vs. BACAX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 7.52%, more than BACAX's 1.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 7.52% | 7.70% | 8.66% | 6.47% | 3.73% | 4.96% | 9.88% | 4.29% | 5.83% | 3.55% | 2.76% | 6.14% |
BACAX BlackRock Energy Opportunities Fund | 1.81% | 2.47% | 2.29% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% |
Drawdowns
FKUTX vs. BACAX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.59%, smaller than the maximum BACAX drawdown of -78.88%. Use the drawdown chart below to compare losses from any high point for FKUTX and BACAX.
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Drawdown Indicators
| FKUTX | BACAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.59% | -78.88% | +35.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -17.54% | +9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -25.74% | +3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -65.92% | +29.36% |
Current DrawdownCurrent decline from peak | -2.97% | -0.47% | -2.50% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -34.52% | +27.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 5.26% | -2.30% |
Volatility
FKUTX vs. BACAX - Volatility Comparison
Franklin Utilities Fund (FKUTX) has a higher volatility of 5.17% compared to BlackRock Energy Opportunities Fund (BACAX) at 4.30%. This indicates that FKUTX's price experiences larger fluctuations and is considered to be riskier than BACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKUTX | BACAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 4.30% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 11.58% | -1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 21.60% | -6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 23.63% | -6.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 27.18% | -8.40% |