FKUTX vs. FXAIX
Compare and contrast key facts about Franklin Utilities Fund (FKUTX) and Fidelity 500 Index Fund (FXAIX).
FKUTX is managed by Franklin Templeton Investments. It was launched on Sep 29, 1948. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKUTX or FXAIX.
Performance
FKUTX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FKUTX achieves a 31.62% return, which is significantly higher than FXAIX's 24.55% return. Over the past 10 years, FKUTX has underperformed FXAIX with an annualized return of 6.20%, while FXAIX has yielded a comparatively higher 13.02% annualized return.
FKUTX
31.62%
-0.28%
14.43%
30.55%
5.39%
6.20%
FXAIX
24.55%
0.19%
11.42%
31.85%
15.34%
13.02%
Key characteristics
| FKUTX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 2.02 | 2.63 |
| Sortino Ratio | 2.61 | 3.52 |
| Omega Ratio | 1.37 | 1.49 |
| Calmar Ratio | 1.49 | 3.81 |
| Martin Ratio | 7.00 | 17.22 |
| Ulcer Index | 4.51% | 1.87% |
| Daily Std Dev | 15.60% | 12.24% |
| Max Drawdown | -44.54% | -33.79% |
| Current Drawdown | -0.56% | -2.14% |
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FKUTX vs. FXAIX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FKUTX and FXAIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FKUTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 2.03%, more than FXAIX's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 2.03% | 2.63% | 2.29% | 2.24% | 2.73% | 2.38% | 2.84% | 2.84% | 2.70% | 3.24% | 2.68% | 3.27% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FKUTX vs. FXAIX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -44.54%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FKUTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FKUTX vs. FXAIX - Volatility Comparison
Franklin Utilities Fund (FKUTX) has a higher volatility of 5.19% compared to Fidelity 500 Index Fund (FXAIX) at 4.05%. This indicates that FKUTX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.