FKINX vs. BRUFX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Bruce Fund (BRUFX).
FKINX is managed by Franklin Templeton. BRUFX is managed by The Bruce Fund. It was launched on Mar 20, 1968.
Performance
FKINX vs. BRUFX - Performance Comparison
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FKINX vs. BRUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BRUFX Bruce Fund | 7.82% | 14.89% | 4.45% | -0.74% | -8.80% | 17.35% | 12.06% | 22.42% | -3.99% | 12.48% |
Returns By Period
In the year-to-date period, FKINX achieves a 2.15% return, which is significantly lower than BRUFX's 7.82% return. Both investments have delivered pretty close results over the past 10 years, with FKINX having a 7.57% annualized return and BRUFX not far behind at 7.52%.
FKINX
- 1D
- -0.79%
- 1M
- -1.95%
- YTD
- 2.15%
- 6M
- 4.63%
- 1Y
- 11.60%
- 3Y*
- 9.10%
- 5Y*
- 6.56%
- 10Y*
- 7.57%
BRUFX
- 1D
- 0.20%
- 1M
- -1.49%
- YTD
- 7.82%
- 6M
- 10.83%
- 1Y
- 19.92%
- 3Y*
- 9.47%
- 5Y*
- 5.13%
- 10Y*
- 7.52%
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FKINX vs. BRUFX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is lower than BRUFX's 0.68% expense ratio.
Return for Risk
FKINX vs. BRUFX — Risk / Return Rank
FKINX
BRUFX
FKINX vs. BRUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Bruce Fund (BRUFX). 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.
| FKINX | BRUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.60 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.17 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.30 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 2.40 | -0.60 |
Martin ratioReturn relative to average drawdown | 8.54 | 9.90 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKINX | BRUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.60 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.49 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.65 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.66 | +0.24 |
Correlation
The correlation between FKINX and BRUFX is 0.45, 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
FKINX vs. BRUFX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.14%, less than BRUFX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.14% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
BRUFX Bruce Fund | 5.89% | 6.35% | 5.01% | 6.46% | 13.31% | 9.25% | 5.83% | 2.03% | 2.49% | 4.11% | 6.26% | 4.63% |
Drawdowns
FKINX vs. BRUFX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.18%, roughly equal to the maximum BRUFX drawdown of -44.50%. Use the drawdown chart below to compare losses from any high point for FKINX and BRUFX.
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Drawdown Indicators
| FKINX | BRUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -44.50% | +1.32% |
Max Drawdown (1Y)Largest decline over 1 year | -4.72% | -7.67% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -17.91% | +4.71% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -25.44% | +1.53% |
Current DrawdownCurrent decline from peak | -2.65% | -2.81% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -9.10% | +5.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 2.00% | -0.58% |
Volatility
FKINX vs. BRUFX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.29%, while Bruce Fund (BRUFX) has a volatility of 4.83%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than BRUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKINX | BRUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 4.83% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 7.88% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.92% | 12.58% | -4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.96% | 10.43% | -2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.31% | 11.52% | -2.21% |