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 Investments. It was launched on Sep 29, 1948. BACAX is managed by Blackrock. It was launched on Feb 16, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKUTX or BACAX.
Key characteristics
| FKUTX | BACAX | |
|---|---|---|
| YTD Return | 27.66% | 5.52% |
| 1Y Return | 27.12% | -0.87% |
| 3Y Return (Ann) | 10.65% | 21.35% |
| 5Y Return (Ann) | 7.79% | 10.11% |
| 10Y Return (Ann) | 8.98% | 0.49% |
| Sharpe Ratio | 1.69 | -0.03 |
| Daily Std Dev | 16.11% | 16.95% |
| Max Drawdown | -43.61% | -78.86% |
| Current Drawdown | -0.16% | -21.23% |
Correlation
The correlation between FKUTX and BACAX is 0.40, 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
FKUTX vs. BACAX - Performance Comparison
In the year-to-date period, FKUTX achieves a 27.66% return, which is significantly higher than BACAX's 5.52% return. Over the past 10 years, FKUTX has outperformed BACAX with an annualized return of 8.98%, while BACAX has yielded a comparatively lower 0.49% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
FKUTX vs. BACAX - Risk-Adjusted Performance 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.
Dividends
FKUTX vs. BACAX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 5.12%, more than BACAX's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 5.12% | 6.46% | 3.73% | 4.96% | 9.88% | 3.95% | 5.83% | 4.19% | 2.76% | 6.14% | 2.59% | 3.51% |
BACAX BlackRock Energy Opportunities Fund | 2.41% | 3.06% | 2.21% | 2.39% | 3.38% | 2.69% | 2.87% | 2.48% | 1.95% | 1.98% | 1.22% | 0.42% |
Drawdowns
FKUTX vs. BACAX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.61%, smaller than the maximum BACAX drawdown of -78.86%. Use the drawdown chart below to compare losses from any high point for FKUTX and BACAX. For additional features, visit the drawdowns tool.
Volatility
FKUTX vs. BACAX - Volatility Comparison
The current volatility for Franklin Utilities Fund (FKUTX) is 2.48%, while BlackRock Energy Opportunities Fund (BACAX) has a volatility of 5.50%. This indicates that FKUTX experiences smaller price fluctuations and is considered to be less risky than BACAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.