Franklin Income Fund Advisor Class (FRIAX) 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 FRIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRIAX
FRIAX charges 0.46% annually. There are 172 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 | FRIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FRIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FRIAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FRIAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FRIAX vs BWBIX |
Best Risk-Adjusted Alternatives to FRIAX
FRIAX has a PortfoliosLab risk / return rank of 94. There are 8 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 | FRIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FRIAX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FRIAX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FRIAX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FRIAX vs FSRRX |
Top Performing FRIAX Alternatives (YTD)
FRIAX is at 5.78% YTD. There are 312 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | FRIAX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | FRIAX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | FRIAX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | FRIAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | FRIAX vs MHELX |
Lowest Volatility Alternatives to FRIAX
FRIAX has 5.00% 1-year volatility. There are 44 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FRIAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FRIAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FRIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FRIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FRIAX vs CSTAX |
Lowest Drawdown Alternatives to FRIAX
FRIAX has a 1-year max drawdown of -3.06%. There are 7 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 | FRIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FRIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FRIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FRIAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FRIAX 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 | 9 | 3.59% | — | Jan 1968 | FRIAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 38 | -12.38% | — | May 1969 | FRIAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 91 | 5.62% | — | — | FRIAX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 22 | 6.30% | — | Apr 1948 | FRIAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 37 | 20.68% | — | Jun 2011 | FRIAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 38 | 8.00% | — | Jan 1987 | FRIAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | 1.07% | — | Aug 1997 | FRIAX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 60 | 13.92% | — | Oct 1990 | FRIAX vs TFEQX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | -0.18% | — | Oct 1983 | FRIAX vs SHRAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 6.73% | — | Mar 1970 | FRIAX vs SHAPX |
Often Compared With FRIAX
Investors most often compare FRIAX with HIPS, PDBZX, AMBFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare FRIAX with Any Fund or Stock
Compare FRIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRIAX with funds that move differently
Franklin Income Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRIAX.
Explore FRIAX Diversifiers