FTCIX vs. PULS
Compare and contrast key facts about Franklin Conservative Allocation Fund (FTCIX) and PGIM Ultra Short Bond ETF (PULS).
FTCIX is managed by Franklin Templeton. It was launched on Dec 30, 1996. PULS is an actively managed fund by Prudential. It was launched on Apr 5, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTCIX or PULS.
Correlation
The correlation between FTCIX and PULS is 0.16, 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.
Performance
FTCIX vs. PULS - Performance Comparison
Key characteristics
FTCIX:
1.57
PULS:
12.35
FTCIX:
2.27
PULS:
29.32
FTCIX:
1.28
PULS:
7.98
FTCIX:
0.80
PULS:
58.71
FTCIX:
7.38
PULS:
372.34
FTCIX:
1.37%
PULS:
0.02%
FTCIX:
6.41%
PULS:
0.48%
FTCIX:
-26.48%
PULS:
-5.85%
FTCIX:
-3.00%
PULS:
-0.02%
Returns By Period
In the year-to-date period, FTCIX achieves a 2.73% return, which is significantly higher than PULS's 0.65% return.
FTCIX
2.73%
1.78%
2.52%
9.92%
4.43%
2.88%
PULS
0.65%
0.40%
2.71%
5.87%
3.22%
N/A
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FTCIX vs. PULS - Expense Ratio Comparison
FTCIX has a 0.63% expense ratio, which is higher than PULS's 0.15% expense ratio.
Risk-Adjusted Performance
FTCIX vs. PULS — Risk-Adjusted Performance Rank
FTCIX
PULS
FTCIX vs. PULS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Conservative Allocation Fund (FTCIX) and PGIM Ultra Short Bond ETF (PULS). 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
FTCIX vs. PULS - Dividend Comparison
FTCIX's dividend yield for the trailing twelve months is around 2.45%, less than PULS's 5.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCIX Franklin Conservative Allocation Fund | 2.45% | 2.52% | 2.40% | 1.77% | 2.36% | 12.15% | 2.37% | 2.88% | 1.59% | 1.06% | 2.13% | 2.86% |
PULS PGIM Ultra Short Bond ETF | 5.51% | 5.63% | 5.48% | 2.30% | 1.19% | 1.85% | 2.92% | 1.87% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTCIX vs. PULS - Drawdown Comparison
The maximum FTCIX drawdown since its inception was -26.48%, which is greater than PULS's maximum drawdown of -5.85%. Use the drawdown chart below to compare losses from any high point for FTCIX and PULS. For additional features, visit the drawdowns tool.
Volatility
FTCIX vs. PULS - Volatility Comparison
Franklin Conservative Allocation Fund (FTCIX) has a higher volatility of 1.63% compared to PGIM Ultra Short Bond ETF (PULS) at 0.09%. This indicates that FTCIX's price experiences larger fluctuations and is considered to be riskier than PULS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.