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FKDNX vs. FKINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKDNX vs. FKINX - Performance Comparison

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

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FKDNX vs. FKINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKDNX
Franklin DynaTech Fund
-10.96%18.59%30.57%44.42%-40.30%12.53%57.68%36.36%2.85%39.29%
FKINX
Franklin Income Fund Class A1
2.96%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, FKDNX achieves a -10.96% return, which is significantly lower than FKINX's 2.96% return. Over the past 10 years, FKDNX has outperformed FKINX with an annualized return of 15.95%, while FKINX has yielded a comparatively lower 7.65% annualized return.


FKDNX

1D
5.05%
1M
-5.14%
YTD
-10.96%
6M
-11.72%
1Y
19.43%
3Y*
19.19%
5Y*
5.93%
10Y*
15.95%

FKINX

1D
0.79%
1M
-1.55%
YTD
2.96%
6M
5.46%
1Y
12.96%
3Y*
9.39%
5Y*
6.73%
10Y*
7.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FKDNX vs. FKINX - Expense Ratio Comparison

FKDNX has a 0.79% expense ratio, which is higher than FKINX's 0.62% expense ratio.


Return for Risk

FKDNX vs. FKINX — Risk / Return Rank

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

FKDNX
FKDNX Risk / Return Rank: 3131
Overall Rank
FKDNX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FKDNX Sortino Ratio Rank: 3939
Sortino Ratio Rank
FKDNX Omega Ratio Rank: 3434
Omega Ratio Rank
FKDNX Calmar Ratio Rank: 2727
Calmar Ratio Rank
FKDNX Martin Ratio Rank: 2323
Martin Ratio Rank

FKINX
FKINX Risk / Return Rank: 8585
Overall Rank
FKINX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FKINX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FKINX Omega Ratio Rank: 8787
Omega Ratio Rank
FKINX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FKINX Martin Ratio Rank: 8686
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.

FKDNX vs. FKINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin DynaTech Fund (FKDNX) 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.


FKDNXFKINXDifference

Sharpe ratio

Return per unit of total volatility

0.79

1.66

-0.87

Sortino ratio

Return per unit of downside risk

1.29

2.34

-1.04

Omega ratio

Gain probability vs. loss probability

1.17

1.38

-0.20

Calmar ratio

Return relative to maximum drawdown

0.81

1.94

-1.13

Martin ratio

Return relative to average drawdown

2.63

9.23

-6.60

FKDNX vs. FKINX - Sharpe Ratio Comparison

The current FKDNX Sharpe Ratio is 0.79, which is lower than the FKINX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of FKDNX 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


FKDNXFKINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.79

1.66

-0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.85

-0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.82

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.90

-0.26

Correlation

The correlation between FKDNX and FKINX is 0.47, 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.


Dividends

FKDNX vs. FKINX - Dividend Comparison

FKDNX's dividend yield for the trailing twelve months is around 12.54%, more than FKINX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
FKDNX
Franklin DynaTech Fund
12.54%11.17%0.00%0.00%0.00%1.43%0.00%0.74%2.92%1.77%3.55%2.46%
FKINX
Franklin Income Fund Class A1
5.10%5.58%5.59%5.52%5.22%6.52%5.22%5.11%5.34%5.04%5.19%5.71%

Drawdowns

FKDNX vs. FKINX - Drawdown Comparison

The maximum FKDNX drawdown since its inception was -51.63%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for FKDNX and FKINX.


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Drawdown Indicators


FKDNXFKINXDifference

Max Drawdown

Largest peak-to-trough decline

-51.63%

-43.18%

-8.45%

Max Drawdown (1Y)

Largest decline over 1 year

-20.49%

-6.72%

-13.77%

Max Drawdown (5Y)

Largest decline over 5 years

-48.28%

-13.20%

-35.08%

Max Drawdown (10Y)

Largest decline over 10 years

-48.28%

-23.91%

-24.37%

Current Drawdown

Current decline from peak

-16.48%

-1.88%

-14.60%

Average Drawdown

Average peak-to-trough decline

-11.28%

-3.73%

-7.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.29%

1.41%

+4.88%

Volatility

FKDNX vs. FKINX - Volatility Comparison

Franklin DynaTech Fund (FKDNX) has a higher volatility of 9.29% compared to Franklin Income Fund Class A1 (FKINX) at 2.19%. This indicates that FKDNX'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


FKDNXFKINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.29%

2.19%

+7.10%

Volatility (6M)

Calculated over the trailing 6-month period

16.81%

4.17%

+12.64%

Volatility (1Y)

Calculated over the trailing 1-year period

26.47%

7.87%

+18.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.27%

7.95%

+18.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.53%

9.31%

+15.22%