FRURX vs. EMO
Compare and contrast key facts about Franklin Utilities Fund Class R (FRURX) and ClearBridge Energy Midstream Opportunity Fund (EMO).
FRURX is a passively managed fund by Franklin Templeton that tracks the performance of the S&P 500 Utilities Index. It was launched on Jan 2, 2002. EMO is an actively managed fund by Franklin Templeton. It was launched on Jun 10, 2011.
Performance
FRURX vs. EMO - Performance Comparison
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FRURX vs. EMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRURX Franklin Utilities Fund Class R | 9.76% | 14.28% | 26.66% | -5.22% | 1.32% | 17.55% | -2.13% | 26.68% | 2.19% | 9.34% |
EMO ClearBridge Energy Midstream Opportunity Fund | 16.71% | 7.38% | 44.45% | 31.76% | 40.13% | 74.70% | -64.47% | 19.60% | -25.73% | 0.07% |
Returns By Period
In the year-to-date period, FRURX achieves a 9.76% return, which is significantly lower than EMO's 16.71% return. Over the past 10 years, FRURX has outperformed EMO with an annualized return of 9.75%, while EMO has yielded a comparatively lower 9.14% annualized return.
FRURX
- 1D
- 0.23%
- 1M
- -2.29%
- YTD
- 9.76%
- 6M
- 7.78%
- 1Y
- 20.43%
- 3Y*
- 15.32%
- 5Y*
- 11.70%
- 10Y*
- 9.75%
EMO
- 1D
- -3.45%
- 1M
- -3.66%
- YTD
- 16.71%
- 6M
- 19.20%
- 1Y
- 14.50%
- 3Y*
- 33.42%
- 5Y*
- 32.26%
- 10Y*
- 9.14%
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FRURX vs. EMO - Expense Ratio Comparison
FRURX has a 1.07% expense ratio, which is lower than EMO's 13.90% expense ratio.
Return for Risk
FRURX vs. EMO — Risk / Return Rank
FRURX
EMO
FRURX vs. EMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund Class R (FRURX) and ClearBridge Energy Midstream Opportunity Fund (EMO). 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.
| FRURX | EMO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.67 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.00 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.15 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.70 | 0.81 | +1.89 |
Martin ratioReturn relative to average drawdown | 7.38 | 2.44 | +4.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRURX | EMO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.67 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 1.21 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.22 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.11 | +0.41 |
Correlation
The correlation between FRURX and EMO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FRURX vs. EMO - Dividend Comparison
FRURX's dividend yield for the trailing twelve months is around 7.22%, less than EMO's 8.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRURX Franklin Utilities Fund Class R | 7.22% | 7.48% | 8.37% | 6.12% | 3.39% | 4.66% | 9.54% | 3.90% | 5.49% | 3.30% | 2.43% | 5.78% |
EMO ClearBridge Energy Midstream Opportunity Fund | 8.40% | 9.41% | 7.16% | 6.79% | 6.71% | 6.71% | 15.82% | 10.94% | 16.39% | 10.85% | 9.76% | 11.88% |
Drawdowns
FRURX vs. EMO - Drawdown Comparison
The maximum FRURX drawdown since its inception was -43.83%, smaller than the maximum EMO drawdown of -95.06%. Use the drawdown chart below to compare losses from any high point for FRURX and EMO.
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Drawdown Indicators
| FRURX | EMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -95.06% | +51.23% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -18.81% | +10.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.83% | -28.59% | +5.76% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -93.02% | +56.46% |
Current DrawdownCurrent decline from peak | -2.77% | -5.90% | +3.13% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -32.26% | +24.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 6.23% | -3.24% |
Volatility
FRURX vs. EMO - Volatility Comparison
The current volatility for Franklin Utilities Fund Class R (FRURX) is 5.14%, while ClearBridge Energy Midstream Opportunity Fund (EMO) has a volatility of 5.53%. This indicates that FRURX experiences smaller price fluctuations and is considered to be less risky than EMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRURX | EMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 5.53% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 11.68% | -1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 21.67% | -6.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 26.82% | -10.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.77% | 41.42% | -22.65% |