FKUTX vs. VUIAX
Compare and contrast key facts about Franklin Utilities Fund (FKUTX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX).
FKUTX is managed by Franklin Templeton Investments. It was launched on Sep 29, 1948. VUIAX is managed by Vanguard. It was launched on Apr 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKUTX or VUIAX.
Performance
FKUTX vs. VUIAX - Performance Comparison
Returns By Period
In the year-to-date period, FKUTX achieves a 31.62% return, which is significantly higher than VUIAX's 27.83% return. Over the past 10 years, FKUTX has underperformed VUIAX with an annualized return of 6.20%, while VUIAX has yielded a comparatively higher 9.07% annualized return.
FKUTX
31.62%
-0.28%
14.43%
30.55%
5.39%
6.20%
VUIAX
27.83%
-3.34%
10.82%
32.15%
7.59%
9.07%
Key characteristics
| FKUTX | VUIAX | |
|---|---|---|
| Sharpe Ratio | 2.02 | 2.11 |
| Sortino Ratio | 2.61 | 2.90 |
| Omega Ratio | 1.37 | 1.36 |
| Calmar Ratio | 1.49 | 1.68 |
| Martin Ratio | 7.00 | 10.34 |
| Ulcer Index | 4.51% | 3.17% |
| Daily Std Dev | 15.60% | 15.50% |
| Max Drawdown | -44.54% | -46.28% |
| Current Drawdown | -0.56% | -3.34% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKUTX vs. VUIAX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is higher than VUIAX's 0.10% expense ratio.
Correlation
The correlation between FKUTX and VUIAX is 0.98, 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.
Risk-Adjusted Performance
FKUTX vs. VUIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX). 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. VUIAX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 2.03%, less than VUIAX's 2.90% 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% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.90% | 3.49% | 2.98% | 2.70% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% | 3.02% | 3.76% |
Drawdowns
FKUTX vs. VUIAX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -44.54%, roughly equal to the maximum VUIAX drawdown of -46.28%. Use the drawdown chart below to compare losses from any high point for FKUTX and VUIAX. For additional features, visit the drawdowns tool.
Volatility
FKUTX vs. VUIAX - Volatility Comparison
Franklin Utilities Fund (FKUTX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX) have volatilities of 5.19% and 5.17%, 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.