FKUTX vs. YAFFX

In the year-to-date period, FKUTX achieves a 5.39% return, which is significantly higher than YAFFX's 2.54% return. Both investments have delivered pretty close results over the past 10 years, with FKUTX having a 9.51% annualized return and YAFFX not far behind at 9.26%.

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FKUTX has a 0.72% expense ratio, which is lower than YAFFX's 1.25% expense ratio.

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.

The current FKUTX Sharpe Ratio is 1.15, which is higher than the YAFFX Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of FKUTX and YAFFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKUTX's dividend yield for the trailing twelve months is around 8.69%, less than YAFFX's 9.94% yield.

The maximum FKUTX drawdown since its inception was -43.58%, 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.