FKUTX vs. YAFFX
Compare and contrast key facts about Franklin Utilities Fund (FKUTX) and AMG Yacktman Focused Fund (YAFFX).
FKUTX is managed by Franklin Templeton Investments. It was launched on Sep 29, 1948. YAFFX is managed by AMG. It was launched on May 1, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKUTX or YAFFX.
Key characteristics
| FKUTX | YAFFX | |
|---|---|---|
| YTD Return | 26.71% | 6.39% |
| 1Y Return | 26.24% | 13.11% |
| 3Y Return (Ann) | 10.41% | 5.72% |
| 5Y Return (Ann) | 7.73% | 10.36% |
| 10Y Return (Ann) | 8.91% | 9.72% |
| Sharpe Ratio | 1.70 | 1.11 |
| Daily Std Dev | 16.15% | 12.77% |
| Max Drawdown | -43.61% | -55.32% |
| Current Drawdown | 0.00% | -2.81% |
Correlation
The correlation between FKUTX and YAFFX is 0.49, 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. YAFFX - Performance Comparison
In the year-to-date period, FKUTX achieves a 26.71% return, which is significantly higher than YAFFX's 6.39% return. Over the past 10 years, FKUTX has underperformed YAFFX with an annualized return of 8.91%, while YAFFX has yielded a comparatively higher 9.72% 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. YAFFX - Expense Ratio Comparison
FKUTX has a 0.72% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Risk-Adjusted Performance
FKUTX vs. YAFFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and AMG Yacktman Focused Fund (YAFFX). 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. YAFFX - Dividend Comparison
FKUTX's dividend yield for the trailing twelve months is around 5.16%, more than YAFFX's 4.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 5.16% | 6.46% | 3.73% | 4.96% | 9.88% | 3.95% | 5.83% | 4.19% | 2.76% | 6.14% | 2.59% | 3.51% |
YAFFX AMG Yacktman Focused Fund | 4.15% | 4.42% | 7.61% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% | 7.66% | 3.61% |
Drawdowns
FKUTX vs. YAFFX - Drawdown Comparison
The maximum FKUTX drawdown since its inception was -43.61%, smaller than the maximum YAFFX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for FKUTX and YAFFX. For additional features, visit the drawdowns tool.
Volatility
FKUTX vs. YAFFX - Volatility Comparison
The current volatility for Franklin Utilities Fund (FKUTX) is 2.37%, while AMG Yacktman Focused Fund (YAFFX) has a volatility of 3.70%. This indicates that FKUTX experiences smaller price fluctuations and is considered to be less risky than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.