FKINX vs. AMCPX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and American Funds AMCAP Fund Class A (AMCPX).
FKINX is managed by Franklin Templeton. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or AMCPX.
Key characteristics
| FKINX | AMCPX | |
|---|---|---|
| YTD Return | 0.85% | 6.40% |
| 1Y Return | 5.22% | 26.13% |
| 3Y Return (Ann) | 3.56% | 3.79% |
| 5Y Return (Ann) | 5.58% | 10.23% |
| 10Y Return (Ann) | 4.73% | 10.66% |
| Sharpe Ratio | 0.79 | 1.90 |
| Daily Std Dev | 7.19% | 13.66% |
| Max Drawdown | -43.23% | -52.11% |
| Current Drawdown | -2.13% | -4.14% |
Correlation
The correlation between FKINX and AMCPX is 0.57, 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
FKINX vs. AMCPX - Performance Comparison
In the year-to-date period, FKINX achieves a 0.85% return, which is significantly lower than AMCPX's 6.40% return. Over the past 10 years, FKINX has underperformed AMCPX with an annualized return of 4.73%, while AMCPX has yielded a comparatively higher 10.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKINX vs. AMCPX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
FKINX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and American Funds AMCAP Fund Class A (AMCPX). 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
FKINX vs. AMCPX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.87%, more than AMCPX's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.87% | 5.51% | 5.22% | 6.52% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.02% | 5.35% |
AMCPX American Funds AMCAP Fund Class A | 3.06% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.35% | 8.41% |
Drawdowns
FKINX vs. AMCPX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.23%, smaller than the maximum AMCPX drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for FKINX and AMCPX. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. AMCPX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.09%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 4.38%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.