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.
Correlation
The correlation between FKUTX and VUIAX is 0.55, 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.
Performance
FKUTX vs. VUIAX - Performance Comparison
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Key characteristics
FKUTX:
1.15
VUIAX:
0.93
FKUTX:
1.77
VUIAX:
1.54
FKUTX:
1.25
VUIAX:
1.20
FKUTX:
2.19
VUIAX:
1.81
FKUTX:
5.61
VUIAX:
4.56
FKUTX:
3.87%
VUIAX:
4.02%
FKUTX:
16.58%
VUIAX:
16.84%
FKUTX:
-43.58%
VUIAX:
-46.28%
FKUTX:
-1.80%
VUIAX:
-1.69%
Returns By Period
In the year-to-date period, FKUTX achieves a 5.39% return, which is significantly lower than VUIAX's 6.78% return. Both investments have delivered pretty close results over the past 10 years, with FKUTX having a 9.57% annualized return and VUIAX not far ahead at 9.78%.
FKUTX
5.39%
5.88%
3.21%
19.00%
11.79%
9.57%
VUIAX
6.78%
6.04%
2.97%
15.55%
10.58%
9.78%
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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 Rank
FKUTX
VUIAX
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.
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Dividends
FKUTX vs. VUIAX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 8.69%, more than VUIAX's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 8.69% | 9.11% | 6.46% | 3.73% | 4.96% | 9.88% | 3.95% | 5.83% | 4.19% | 2.76% | 6.14% | 2.59% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.92% | 3.01% | 3.49% | 2.98% | 2.70% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% | 3.02% |
Drawdowns
FKUTX vs. VUIAX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.58%, 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.
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Volatility
FKUTX vs. VUIAX - Volatility Comparison
Franklin Utilities Fund (FKUTX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX) have volatilities of 4.78% and 4.86%, 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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