FEIFX vs. GSGRX
FEIFX (Franklin Equity Income Fund) and GSGRX (Goldman Sachs Equity Income Fund) are both Dividend funds. Over the past 10 years, FEIFX returned 13.58%/yr vs 11.70%/yr for GSGRX. Their 0.95 correlation means they have historically moved very closely together. FEIFX charges 0.58%/yr vs 1.20%/yr for GSGRX.
Performance
FEIFX vs. GSGRX - Performance Comparison
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Returns By Period
In the year-to-date period, FEIFX achieves a 12.90% return, which is significantly lower than GSGRX's 18.68% return. Over the past 10 years, FEIFX has outperformed GSGRX with an annualized return of 13.58%, while GSGRX has yielded a comparatively lower 11.70% annualized return.
FEIFX
- 1D
- 0.95%
- 1M
- 2.00%
- 6M
- 8.75%
- YTD
- 12.90%
- 1Y
- 22.32%
- 3Y*
- 16.58%
- 5Y*
- 14.07%
- 10Y*
- 13.58%
- ALL TIME*
- 13.01%
GSGRX
- 1D
- 0.88%
- 1M
- 2.38%
- 6M
- 14.73%
- YTD
- 18.68%
- 1Y
- 27.06%
- 3Y*
- 20.30%
- 5Y*
- 12.96%
- 10Y*
- 11.70%
- ALL TIME*
- 8.40%
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 |
FEIFX vs. GSGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEIFX Franklin Equity Income Fund | 12.90% | 16.58% | 18.44% | 9.30% | -6.64% | 41.33% | 5.79% | 29.55% | -4.55% | 16.29% |
GSGRX Goldman Sachs Equity Income Fund | 18.68% | 12.48% | 25.98% | 8.19% | -5.28% | 21.83% | 3.49% | 24.98% | -6.11% | 10.37% |
Correlation
The correlation between FEIFX and GSGRX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.95 |
The correlation between FEIFX and GSGRX has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
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Return for Risk
FEIFX vs. GSGRX — Risk / Return Rank
FEIFX
GSGRX
FEIFX vs. GSGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FEIFX) and Goldman Sachs Equity Income Fund (GSGRX). 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.
| FEIFX | GSGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.43 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 4.58 | -1.44 |
| Martin ratioReturn relative to average drawdown | 12.42 | 18.09 | -5.67 |
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Drawdowns
FEIFX vs. GSGRX - Drawdown Comparison
The maximum FEIFX drawdown since its inception was -35.39%, smaller than the maximum GSGRX drawdown of -54.44%. Use the drawdown chart below to compare losses from any high point for FEIFX and GSGRX.
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Drawdown Indicators
| FEIFX | GSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.39% | -54.44% | +19.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.39% | -5.48% | -0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -16.69% | -19.02% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -19.02% | +0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -35.39% | -35.11% | -0.28% |
Current DrawdownCurrent decline from peak | -0.37% | -0.11% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -10.33% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.41% | +0.22% |
Volatility
FEIFX vs. GSGRX - Volatility Comparison
The current volatility for Franklin Equity Income Fund (FEIFX) is 2.65%, while Goldman Sachs Equity Income Fund (GSGRX) has a volatility of 2.81%. This indicates that FEIFX experiences smaller price fluctuations and is considered to be less risky than GSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEIFX | GSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 2.81% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.38% | 7.91% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.89% | 10.42% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 16.11% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 17.13% | -0.08% |
FEIFX vs. GSGRX - Expense Ratio Comparison
FEIFX has a 0.58% expense ratio, which is lower than GSGRX's 1.20% expense ratio.
Dividends
FEIFX vs. GSGRX - Dividend Comparison
FEIFX's dividend yield for the trailing twelve months is around 9.00%, more than GSGRX's 8.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEIFX Franklin Equity Income Fund | 9.00% | 9.72% | 10.73% | 4.45% | 5.84% | 18.19% | 3.28% | 8.06% | 7.27% | 5.04% | 6.70% | 5.63% |
GSGRX Goldman Sachs Equity Income Fund | 8.42% | 9.72% | 18.35% | 4.70% | 4.42% | 8.01% | 1.52% | 5.56% | 2.67% | 1.69% | 1.79% | 1.90% |
Frequently Asked Questions
With a correlation of 0.93, FEIFX and GSGRX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
GSGRX has higher volatility (2.81%) compared to FEIFX (2.65%). In terms of maximum drawdown, FEIFX dropped -35.39% vs GSGRX's -54.44%.
GSGRX currently has the higher Sharpe Ratio (2.41 vs 2.04), 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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