FKUTX vs. BACAX

In the year-to-date period, FKUTX achieves a 5.39% return, which is significantly higher than BACAX's -2.55% return. Over the past 10 years, FKUTX has outperformed BACAX with an annualized return of 9.57%, while BACAX has yielded a comparatively lower 1.91% annualized return.

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FKUTX has a 0.72% expense ratio, which is lower than BACAX's 1.32% expense ratio.

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.

The current FKUTX Sharpe Ratio is 1.15, which is higher than the BACAX Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of FKUTX and BACAX, 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 8.69%, more than BACAX's 2.35% yield.

The maximum FKUTX drawdown since its inception was -43.58%, smaller than the maximum BACAX drawdown of -82.42%. Use the drawdown chart below to compare losses from any high point for FKUTX and BACAX. For additional features, visit the drawdowns tool.

The current volatility for Franklin Utilities Fund (FKUTX) is 4.78%, while BlackRock Energy Opportunities Fund (BACAX) has a volatility of 8.39%. 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.