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FGADX vs. FKINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGADX vs. FKINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Gold and Precious Metals Fund Advisor Class (FGADX) and Franklin Income Fund Class A1 (FKINX). The values are adjusted to include any dividend payments, if applicable.

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FGADX vs. FKINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FGADX
Franklin Gold and Precious Metals Fund Advisor Class
-2.17%197.29%17.98%2.20%-23.24%-3.76%44.60%51.87%-17.89%0.06%
FKINX
Franklin Income Fund Class A1
2.15%12.24%7.12%8.65%-5.29%17.21%3.57%15.75%-5.54%8.43%

Returns By Period

In the year-to-date period, FGADX achieves a -2.17% return, which is significantly lower than FKINX's 2.15% return. Over the past 10 years, FGADX has outperformed FKINX with an annualized return of 17.48%, while FKINX has yielded a comparatively lower 7.57% annualized return.


FGADX

1D
-0.12%
1M
-26.97%
YTD
-2.17%
6M
20.99%
1Y
105.70%
3Y*
47.55%
5Y*
23.66%
10Y*
17.48%

FKINX

1D
0.40%
1M
-2.65%
YTD
2.15%
6M
4.67%
1Y
12.12%
3Y*
9.10%
5Y*
6.64%
10Y*
7.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGADX vs. FKINX - Expense Ratio Comparison

Both FGADX and FKINX have an expense ratio of 0.62%.


Return for Risk

FGADX vs. FKINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGADX
FGADX Risk / Return Rank: 9494
Overall Rank
FGADX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
FGADX Sortino Ratio Rank: 9292
Sortino Ratio Rank
FGADX Omega Ratio Rank: 8989
Omega Ratio Rank
FGADX Calmar Ratio Rank: 9595
Calmar Ratio Rank
FGADX Martin Ratio Rank: 9595
Martin Ratio Rank

FKINX
FKINX Risk / Return Rank: 8282
Overall Rank
FKINX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FKINX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FKINX Omega Ratio Rank: 8686
Omega Ratio Rank
FKINX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FKINX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGADX vs. FKINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund Advisor Class (FGADX) 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.


FGADXFKINXDifference

Sharpe ratio

Return per unit of total volatility

2.52

1.55

+0.97

Sortino ratio

Return per unit of downside risk

2.76

2.19

+0.57

Omega ratio

Gain probability vs. loss probability

1.39

1.35

+0.04

Calmar ratio

Return relative to maximum drawdown

3.42

1.73

+1.69

Martin ratio

Return relative to average drawdown

12.92

8.29

+4.63

FGADX vs. FKINX - Sharpe Ratio Comparison

The current FGADX Sharpe Ratio is 2.52, which is higher than the FKINX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of FGADX and FKINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FGADXFKINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

1.55

+0.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.84

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.82

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

0.90

-0.64

Correlation

The correlation between FGADX and FKINX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FGADX vs. FKINX - Dividend Comparison

FGADX's dividend yield for the trailing twelve months is around 10.03%, more than FKINX's 5.58% yield.


TTM20252024202320222021202020192018201720162015
FGADX
Franklin Gold and Precious Metals Fund Advisor Class
10.03%9.81%12.51%3.09%0.00%8.83%10.06%0.00%0.00%0.62%8.38%0.00%
FKINX
Franklin Income Fund Class A1
5.58%5.58%5.59%5.52%5.22%6.52%5.22%5.11%5.34%5.04%5.19%5.71%

Drawdowns

FGADX vs. FKINX - Drawdown Comparison

The maximum FGADX drawdown since its inception was -78.57%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for FGADX and FKINX.


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Drawdown Indicators


FGADXFKINXDifference

Max Drawdown

Largest peak-to-trough decline

-78.57%

-43.18%

-35.39%

Max Drawdown (1Y)

Largest decline over 1 year

-31.15%

-6.72%

-24.43%

Max Drawdown (5Y)

Largest decline over 5 years

-48.77%

-13.20%

-35.57%

Max Drawdown (10Y)

Largest decline over 10 years

-49.27%

-23.91%

-25.36%

Current Drawdown

Current decline from peak

-27.31%

-2.65%

-24.66%

Average Drawdown

Average peak-to-trough decline

-34.82%

-3.73%

-31.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.25%

1.41%

+6.84%

Volatility

FGADX vs. FKINX - Volatility Comparison

Franklin Gold and Precious Metals Fund Advisor Class (FGADX) has a higher volatility of 15.80% compared to Franklin Income Fund Class A1 (FKINX) at 2.01%. This indicates that FGADX'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.


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Volatility by Period


FGADXFKINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.80%

2.01%

+13.79%

Volatility (6M)

Calculated over the trailing 6-month period

34.37%

4.10%

+30.27%

Volatility (1Y)

Calculated over the trailing 1-year period

42.43%

7.85%

+34.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.95%

7.95%

+25.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.73%

9.30%

+23.43%