FKINX vs. CAIBX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and American Funds Capital Income Builder Class A (CAIBX).
FKINX is managed by Franklin Templeton. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or CAIBX.
Performance
FKINX vs. CAIBX - Performance Comparison
Returns By Period
In the year-to-date period, FKINX achieves a 9.35% return, which is significantly lower than CAIBX's 11.51% return. Both investments have delivered pretty close results over the past 10 years, with FKINX having a 5.25% annualized return and CAIBX not far ahead at 5.49%.
FKINX
9.35%
0.05%
6.77%
15.33%
6.69%
5.25%
CAIBX
11.51%
-1.52%
7.55%
17.89%
6.65%
5.49%
Key characteristics
| FKINX | CAIBX | |
|---|---|---|
| Sharpe Ratio | 2.78 | 2.35 |
| Sortino Ratio | 4.03 | 3.29 |
| Omega Ratio | 1.65 | 1.44 |
| Calmar Ratio | 4.04 | 3.31 |
| Martin Ratio | 19.46 | 14.88 |
| Ulcer Index | 0.81% | 1.21% |
| Daily Std Dev | 5.70% | 7.66% |
| Max Drawdown | -44.30% | -42.73% |
| Current Drawdown | -0.77% | -2.16% |
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. CAIBX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Correlation
The correlation between FKINX and CAIBX is 0.68, 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.
Risk-Adjusted Performance
FKINX vs. CAIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and American Funds Capital Income Builder Class A (CAIBX). 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. CAIBX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.45%, more than CAIBX's 3.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.45% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
CAIBX American Funds Capital Income Builder Class A | 3.13% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.60% | 4.63% | 3.30% |
Drawdowns
FKINX vs. CAIBX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.30%, roughly equal to the maximum CAIBX drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for FKINX and CAIBX. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. CAIBX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 1.34%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 1.96%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.