FKUTX vs. EVUAX
Compare and contrast key facts about Franklin Utilities Fund (FKUTX) and Allspring Utility and Telecommunications Fund (EVUAX).
FKUTX is managed by Franklin Templeton. It was launched on Sep 29, 1948. EVUAX is managed by Allspring Global Investments. It was launched on Jan 3, 1994.
Performance
FKUTX vs. EVUAX - Performance Comparison
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FKUTX vs. EVUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 9.83% | 14.59% | 27.18% | -4.91% | 1.67% | 18.00% | -1.87% | 27.28% | 2.54% | 9.58% |
EVUAX Allspring Utility and Telecommunications Fund | 5.22% | 15.41% | 17.68% | -5.17% | -3.47% | 13.95% | 4.19% | 54.25% | 3.25% | 13.66% |
Returns By Period
In the year-to-date period, FKUTX achieves a 9.83% return, which is significantly higher than EVUAX's 5.22% return. Over the past 10 years, FKUTX has underperformed EVUAX with an annualized return of 10.13%, while EVUAX has yielded a comparatively higher 11.11% annualized return.
FKUTX
- 1D
- 0.23%
- 1M
- -2.27%
- YTD
- 9.83%
- 6M
- 7.92%
- 1Y
- 20.86%
- 3Y*
- 15.69%
- 5Y*
- 12.07%
- 10Y*
- 10.13%
EVUAX
- 1D
- 0.29%
- 1M
- -3.36%
- YTD
- 5.22%
- 6M
- 3.23%
- 1Y
- 15.41%
- 3Y*
- 11.67%
- 5Y*
- 7.69%
- 10Y*
- 11.11%
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FKUTX vs. EVUAX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is lower than EVUAX's 1.04% expense ratio.
Return for Risk
FKUTX vs. EVUAX — Risk / Return Rank
FKUTX
EVUAX
FKUTX vs. EVUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and Allspring Utility and Telecommunications Fund (EVUAX). 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 | EVUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.09 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.49 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.74 | 2.14 | +0.61 |
Martin ratioReturn relative to average drawdown | 7.58 | 5.15 | +2.43 |
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 | EVUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.09 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.45 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.59 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.67 | -0.06 |
Correlation
The correlation between FKUTX and EVUAX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FKUTX vs. EVUAX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 7.50%, more than EVUAX's 5.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 7.50% | 7.70% | 8.66% | 6.47% | 3.73% | 4.96% | 9.88% | 4.29% | 5.83% | 3.55% | 2.76% | 6.14% |
EVUAX Allspring Utility and Telecommunications Fund | 5.75% | 6.17% | 4.70% | 5.76% | 11.09% | 13.01% | 13.60% | 35.11% | 1.96% | 1.75% | 1.34% | 1.95% |
Drawdowns
FKUTX vs. EVUAX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.59%, smaller than the maximum EVUAX drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for FKUTX and EVUAX.
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Drawdown Indicators
| FKUTX | EVUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.59% | -56.00% | +12.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -7.90% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -23.32% | +0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -31.72% | -4.84% |
Current DrawdownCurrent decline from peak | -2.74% | -4.02% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -9.60% | +2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.28% | -0.32% |
Volatility
FKUTX vs. EVUAX - Volatility Comparison
Franklin Utilities Fund (FKUTX) has a higher volatility of 5.17% compared to Allspring Utility and Telecommunications Fund (EVUAX) at 4.79%. This indicates that FKUTX's price experiences larger fluctuations and is considered to be riskier than EVUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKUTX | EVUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 4.79% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 9.44% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 14.60% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 17.01% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 19.04% | -0.26% |