FKUTX vs. VGELX
FKUTX (Franklin Utilities Fund) and VGELX (Vanguard Energy Fund Admiral Shares) are both mutual funds - FKUTX is a Utilities Equities fund managed by Franklin Templeton, while VGELX is a Energy Equities fund managed by Vanguard. Over the past 10 years, FKUTX returned 9.21%/yr vs 9.86%/yr for VGELX. Their 0.48 correlation means their historical movements had little consistent relationship. FKUTX charges 0.72%/yr vs 0.33%/yr for VGELX.
Performance
FKUTX vs. VGELX - Performance Comparison
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Returns By Period
In the year-to-date period, FKUTX achieves a 7.52% return, which is significantly lower than VGELX's 22.90% return. Over the past 10 years, FKUTX has underperformed VGELX with an annualized return of 9.21%, while VGELX has yielded a comparatively higher 9.86% annualized return.
FKUTX
- 1D
- -0.31%
- 1M
- -2.82%
- 6M
- 4.71%
- YTD
- 7.52%
- 1Y
- 9.61%
- 3Y*
- 14.72%
- 5Y*
- 10.77%
- 10Y*
- 9.21%
- ALL TIME*
- 8.95%
VGELX
- 1D
- 0.65%
- 1M
- 5.58%
- 6M
- 13.69%
- YTD
- 22.90%
- 1Y
- 32.82%
- 3Y*
- 25.70%
- 5Y*
- 23.85%
- 10Y*
- 9.86%
- ALL TIME*
- 9.06%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FKUTX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 7.52% | 14.59% | 27.18% | -4.91% | 1.67% | 18.00% | -1.87% | 27.28% | 2.54% | 9.58% |
VGELX Vanguard Energy Fund Admiral Shares | 22.90% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Correlation
The correlation between FKUTX and VGELX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.40 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2001 | 0.48 |
The correlation between FKUTX and VGELX shifts across timeframes, from 0.40 (10 years) to 0.59 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
FKUTX vs. VGELX — Risk / Return Rank
FKUTX
VGELX
FKUTX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKUTX | VGELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.43 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 3.71 | -2.40 |
| Martin ratioReturn relative to average drawdown | 3.04 | 12.36 | -9.32 |
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Drawdowns
FKUTX vs. VGELX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.59%, smaller than the maximum VGELX drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for FKUTX and VGELX.
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Drawdown Indicators
| FKUTX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.59% | -65.22% | +21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.10% | -8.75% | +0.65% |
Max Drawdown (3Y)Largest decline over 3 years | -12.26% | -12.30% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -22.53% | -19.72% | -2.81% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -61.13% | +24.57% |
Current DrawdownCurrent decline from peak | -4.98% | -1.99% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -19.05% | +12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.62% | +0.87% |
Volatility
FKUTX vs. VGELX - Volatility Comparison
Franklin Utilities Fund (FKUTX) and Vanguard Energy Fund Admiral Shares (VGELX) have volatilities of 4.72% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKUTX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 4.88% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 10.80% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 12.98% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 18.68% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 23.08% | -4.20% |
FKUTX vs. VGELX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Dividends
FKUTX vs. VGELX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 7.70%, more than VGELX's 7.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 7.70% | 7.70% | 8.66% | 6.47% | 3.73% | 4.96% | 9.88% | 4.29% | 5.83% | 3.55% | 2.76% | 6.14% |
VGELX Vanguard Energy Fund Admiral Shares | 7.03% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
Frequently Asked Questions
FKUTX and VGELX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGELX has higher volatility (4.88%) compared to FKUTX (4.72%). In terms of maximum drawdown, FKUTX dropped -43.59% vs VGELX's -65.22%.
VGELX currently has the higher Sharpe Ratio (2.51 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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