Franklin Income Fund Class A (FKIQX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FKIQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKIQX
FKIQX charges 0.71% annually. There are 307 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FKIQX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FKIQX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FKIQX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FKIQX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FKIQX vs FYMIX |
Best Risk-Adjusted Alternatives to FKIQX
FKIQX has a PortfoliosLab risk / return rank of 88. There are 20 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FKIQX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FKIQX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FKIQX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | FKIQX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | FKIQX vs AYBLX |
Top Performing FKIQX Alternatives (YTD)
FKIQX is at 5.18% YTD. There are 369 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 28.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 28.46% | — | Jan 1998 | FKIQX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FKIQX vs IOEZX | |
| Greenspring Fund | 19.54% | — | Jun 1983 | FKIQX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | FKIQX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.42% | — | Dec 2002 | FKIQX vs TIBIX |
Lowest Volatility Alternatives to FKIQX
FKIQX has 4.92% 1-year volatility. There are 42 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FKIQX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FKIQX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FKIQX vs SCLAX | |
| Ave Maria Bond Fund | 2.97% | — | Apr 2003 | FKIQX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FKIQX vs CSTAX |
Lowest Drawdown Alternatives to FKIQX
FKIQX has a 1-year max drawdown of -3.06%. There are 8 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FKIQX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FKIQX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FKIQX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FKIQX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FKIQX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 5.85% | — | Jan 1968 | FKIQX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 21 | -14.76% | — | May 1969 | FKIQX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 83 | 5.21% | — | — | FKIQX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 20 | 6.60% | — | Apr 1948 | FKIQX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 38 | 23.18% | — | Jun 2011 | FKIQX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 30 | 7.44% | — | Jan 1987 | FKIQX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | 3.91% | — | Aug 1997 | FKIQX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 88 | 5.36% | — | Aug 1997 | FKIQX vs FRIAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 45 | 15.10% | — | Oct 1990 | FKIQX vs TFEQX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 2.27% | — | Oct 1983 | FKIQX vs SHRAX |
Often Compared With FKIQX
Investors most often compare FKIQX with FKTFX, MDDVX, FASDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FKIQX with Any Fund or Stock
Compare FKIQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKIQX with funds that move differently
Franklin Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKIQX.
Explore FKIQX Diversifiers