MEURX vs. FKUTX
MEURX (Franklin Mutual European Fund) and FKUTX (Franklin Utilities Fund) are both mutual funds - MEURX is a Europe Equities fund managed by Franklin Templeton, while FKUTX is a Utilities Equities fund managed by Franklin Templeton. Over the past 10 years, MEURX returned 10.19%/yr vs 9.21%/yr for FKUTX. Their 0.31 correlation means their historical movements had little consistent relationship. MEURX charges 1.00%/yr vs 0.72%/yr for FKUTX.
Performance
MEURX vs. FKUTX - Performance Comparison
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Returns By Period
In the year-to-date period, MEURX achieves a 9.96% return, which is significantly higher than FKUTX's 7.52% return. Over the past 10 years, MEURX has outperformed FKUTX with an annualized return of 10.19%, while FKUTX has yielded a comparatively lower 9.21% annualized return.
MEURX
- 1D
- 1.64%
- 1M
- 5.48%
- 6M
- 4.80%
- YTD
- 9.96%
- 1Y
- 24.99%
- 3Y*
- 17.81%
- 5Y*
- 13.71%
- 10Y*
- 10.19%
- ALL TIME*
- 9.88%
FKUTX
- 1D
- -0.31%
- 1M
- -2.82%
- 6M
- 4.71%
- YTD
- 7.52%
- 1Y
- 9.61%
- 3Y*
- 14.72%
- 5Y*
- 10.77%
- 10Y*
- 9.21%
- ALL TIME*
- 8.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
MEURX vs. FKUTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEURX Franklin Mutual European Fund | 9.96% | 39.96% | 3.67% | 16.68% | -0.68% | 16.48% | -6.22% | 22.28% | -11.13% | 10.45% |
FKUTX Franklin Utilities Fund | 7.52% | 14.59% | 27.18% | -4.91% | 1.67% | 18.00% | -1.87% | 27.28% | 2.54% | 9.58% |
Correlation
The correlation between MEURX and FKUTX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jul 3, 1996 | 0.31 |
The correlation between MEURX and FKUTX shifts across timeframes, from 0.25 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MEURX vs. FKUTX — Risk / Return Rank
MEURX
FKUTX
MEURX vs. FKUTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual European Fund (MEURX) and Franklin Utilities Fund (FKUTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MEURX | FKUTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.13 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.31 | +0.85 |
| Martin ratioReturn relative to average drawdown | 6.82 | 3.04 | +3.78 |
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Drawdowns
MEURX vs. FKUTX - Drawdown Comparison
The maximum MEURX drawdown since its inception was -43.16%, roughly equal to the maximum FKUTX drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for MEURX and FKUTX.
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Drawdown Indicators
| MEURX | FKUTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.16% | -43.59% | +0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -8.10% | -3.06% |
Max Drawdown (3Y)Largest decline over 3 years | -15.36% | -12.26% | -3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -20.38% | -22.53% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -41.10% | -36.56% | -4.54% |
Current DrawdownCurrent decline from peak | 0.00% | -4.98% | +4.98% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -6.99% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.49% | +0.04% |
Volatility
MEURX vs. FKUTX - Volatility Comparison
The current volatility for Franklin Mutual European Fund (MEURX) is 4.04%, while Franklin Utilities Fund (FKUTX) has a volatility of 4.72%. This indicates that MEURX experiences smaller price fluctuations and is considered to be less risky than FKUTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEURX | FKUTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 4.72% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.61% | 11.73% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.16% | 14.43% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 16.94% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 18.88% | -1.83% |
MEURX vs. FKUTX - Expense Ratio Comparison
MEURX has a 1.00% expense ratio, which is higher than FKUTX's 0.72% expense ratio.
Dividends
MEURX vs. FKUTX - Dividend Comparison
MEURX's dividend yield for the trailing twelve months is around 2.81%, less than FKUTX's 7.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKUTX Franklin Utilities Fund | 7.70% | 7.70% | 8.66% | 6.47% | 3.73% | 4.96% | 9.88% | 4.29% | 5.83% | 3.55% | 2.76% | 6.14% |
MEURX Franklin Mutual European Fund | 2.81% | 3.09% | 3.06% | 2.25% | 3.31% | 3.52% | 2.36% | 2.71% | 4.07% | 1.31% | 3.70% | 5.72% |
Frequently Asked Questions
MEURX and FKUTX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FKUTX has higher volatility (4.72%) compared to MEURX (4.04%). In terms of maximum drawdown, MEURX dropped -43.16% vs FKUTX's -43.59%.
MEURX currently has the higher Sharpe Ratio (1.71 vs 0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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