BRUFX vs. FKINX
Compare and contrast key facts about Bruce Fund (BRUFX) and Franklin Income Fund Class A1 (FKINX).
BRUFX is managed by The Bruce Fund. It was launched on Mar 20, 1968. FKINX is managed by Franklin Templeton.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRUFX or FKINX.
Correlation
The correlation between BRUFX and FKINX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRUFX vs. FKINX - Performance Comparison
Key characteristics
BRUFX:
0.53
FKINX:
2.08
BRUFX:
0.75
FKINX:
2.96
BRUFX:
1.11
FKINX:
1.45
BRUFX:
0.19
FKINX:
3.04
BRUFX:
1.57
FKINX:
9.54
BRUFX:
3.13%
FKINX:
1.18%
BRUFX:
9.23%
FKINX:
5.43%
BRUFX:
-44.06%
FKINX:
-44.30%
BRUFX:
-21.55%
FKINX:
0.00%
Returns By Period
In the year-to-date period, BRUFX achieves a 3.38% return, which is significantly higher than FKINX's 3.08% return. Over the past 10 years, BRUFX has underperformed FKINX with an annualized return of 2.16%, while FKINX has yielded a comparatively higher 5.31% annualized return.
BRUFX
3.38%
3.94%
-1.45%
4.77%
-1.15%
2.16%
FKINX
3.08%
1.73%
2.36%
11.28%
6.17%
5.31%
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BRUFX vs. FKINX - Expense Ratio Comparison
BRUFX has a 0.68% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Risk-Adjusted Performance
BRUFX vs. FKINX — Risk-Adjusted Performance Rank
BRUFX
FKINX
BRUFX vs. FKINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bruce Fund (BRUFX) and Franklin Income Fund Class A1 (FKINX). 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
BRUFX vs. FKINX - Dividend Comparison
BRUFX's dividend yield for the trailing twelve months is around 2.87%, less than FKINX's 5.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUFX Bruce Fund | 2.87% | 2.97% | 3.14% | 2.43% | 1.45% | 2.17% | 2.03% | 2.49% | 2.23% | 2.07% | 1.70% | 1.74% |
FKINX Franklin Income Fund Class A1 | 5.48% | 5.59% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% |
Drawdowns
BRUFX vs. FKINX - Drawdown Comparison
The maximum BRUFX drawdown since its inception was -44.06%, roughly equal to the maximum FKINX drawdown of -44.30%. Use the drawdown chart below to compare losses from any high point for BRUFX and FKINX. For additional features, visit the drawdowns tool.
Volatility
BRUFX vs. FKINX - Volatility Comparison
Bruce Fund (BRUFX) has a higher volatility of 2.60% compared to Franklin Income Fund Class A1 (FKINX) at 1.44%. This indicates that BRUFX's price experiences larger fluctuations and is considered to be riskier than FKINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.