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.
Key characteristics
| FKUTX | VUIAX | |
|---|---|---|
| YTD Return | 27.66% | 26.63% |
| 1Y Return | 27.12% | 26.04% |
| 3Y Return (Ann) | 10.65% | 9.21% |
| 5Y Return (Ann) | 7.79% | 7.05% |
| 10Y Return (Ann) | 8.98% | 9.73% |
| Sharpe Ratio | 1.69 | 1.53 |
| Daily Std Dev | 16.11% | 16.93% |
| Max Drawdown | -43.61% | -46.28% |
| Current Drawdown | -0.16% | -0.08% |
Correlation
The correlation between FKUTX and VUIAX is 0.99, 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.
Performance
FKUTX vs. VUIAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FKUTX having a 27.66% return and VUIAX slightly lower at 26.63%. Over the past 10 years, FKUTX has underperformed VUIAX with an annualized return of 8.98%, while VUIAX has yielded a comparatively higher 9.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FKUTX vs. VUIAX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is higher than VUIAX's 0.10% expense ratio.
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 5.12%, more than VUIAX's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 5.12% | 6.46% | 3.73% | 4.96% | 9.88% | 3.95% | 5.83% | 4.19% | 2.76% | 6.14% | 2.59% | 3.51% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.85% | 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 -43.61%, smaller than 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
The current volatility for Franklin Utilities Fund (FKUTX) is 2.48%, while Vanguard Utilities Index Fund Admiral Shares (VUIAX) has a volatility of 2.71%. This indicates that FKUTX experiences smaller price fluctuations and is considered to be less risky than VUIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.