FRURX vs. FSUTX
Compare and contrast key facts about Franklin Utilities Fund Class R (FRURX) and Fidelity Select Utilities Portfolio (FSUTX).
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. FSUTX is managed by Fidelity. It was launched on Dec 9, 1981.
Performance
FRURX vs. FSUTX - Performance Comparison
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FRURX vs. FSUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRURX Franklin Utilities Fund Class R | 9.51% | 14.28% | 26.66% | -5.22% | 1.32% | 17.55% | -2.13% | 26.68% | 2.19% | 9.34% |
FSUTX Fidelity Select Utilities Portfolio | 6.77% | 16.19% | 28.76% | -1.12% | 5.20% | 17.64% | 0.75% | 22.68% | 8.41% | 17.94% |
Returns By Period
In the year-to-date period, FRURX achieves a 9.51% return, which is significantly higher than FSUTX's 6.77% return. Over the past 10 years, FRURX has underperformed FSUTX with an annualized return of 9.73%, while FSUTX has yielded a comparatively higher 12.04% annualized return.
FRURX
- 1D
- 0.70%
- 1M
- -2.99%
- YTD
- 9.51%
- 6M
- 8.20%
- 1Y
- 20.67%
- 3Y*
- 15.23%
- 5Y*
- 11.65%
- 10Y*
- 9.73%
FSUTX
- 1D
- -0.14%
- 1M
- -4.57%
- YTD
- 6.77%
- 6M
- 6.04%
- 1Y
- 21.04%
- 3Y*
- 17.73%
- 5Y*
- 13.73%
- 10Y*
- 12.04%
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FRURX vs. FSUTX - Expense Ratio Comparison
FRURX has a 1.07% expense ratio, which is higher than FSUTX's 0.74% expense ratio.
Return for Risk
FRURX vs. FSUTX — Risk / Return Rank
FRURX
FSUTX
FRURX vs. FSUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund Class R (FRURX) and Fidelity Select Utilities Portfolio (FSUTX). 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 | FSUTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 1.38 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.88 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.48 | +0.29 |
Martin ratioReturn relative to average drawdown | 7.61 | 6.24 | +1.36 |
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 | FSUTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.38 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.80 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.63 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.68 | -0.16 |
Correlation
The correlation between FRURX and FSUTX is 0.92, 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.
Dividends
FRURX vs. FSUTX - Dividend Comparison
FRURX's dividend yield for the trailing twelve months is around 7.23%, more than FSUTX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRURX Franklin Utilities Fund Class R | 7.23% | 7.48% | 8.37% | 6.12% | 3.39% | 4.66% | 9.54% | 3.90% | 5.49% | 3.30% | 2.43% | 5.78% |
FSUTX Fidelity Select Utilities Portfolio | 6.19% | 6.61% | 6.50% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.37% | 5.61% | 2.51% | 4.47% |
Drawdowns
FRURX vs. FSUTX - Drawdown Comparison
The maximum FRURX drawdown since its inception was -43.83%, smaller than the maximum FSUTX drawdown of -66.73%. Use the drawdown chart below to compare losses from any high point for FRURX and FSUTX.
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Drawdown Indicators
| FRURX | FSUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -66.73% | +22.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -9.21% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.83% | -20.15% | -2.68% |
Max Drawdown (10Y)Largest decline over 10 years | -36.56% | -37.61% | +1.05% |
Current DrawdownCurrent decline from peak | -2.99% | -4.57% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -11.29% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 3.66% | -0.67% |
Volatility
FRURX vs. FSUTX - Volatility Comparison
The current volatility for Franklin Utilities Fund Class R (FRURX) is 5.14%, while Fidelity Select Utilities Portfolio (FSUTX) has a volatility of 6.05%. This indicates that FRURX experiences smaller price fluctuations and is considered to be less risky than FSUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRURX | FSUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 6.05% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 12.18% | -2.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 16.24% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.76% | 17.20% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.77% | 19.30% | -0.53% |