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.
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.
Performance
FKINX vs. CAIBX - Performance Comparison
Key characteristics
FKINX:
0.93
CAIBX:
1.31
FKINX:
1.27
CAIBX:
1.79
FKINX:
1.19
CAIBX:
1.24
FKINX:
1.53
CAIBX:
2.44
FKINX:
4.84
CAIBX:
7.38
FKINX:
1.17%
CAIBX:
1.48%
FKINX:
6.08%
CAIBX:
8.38%
FKINX:
-44.30%
CAIBX:
-42.62%
FKINX:
-3.28%
CAIBX:
-2.21%
Returns By Period
In the year-to-date period, FKINX achieves a 0.11% return, which is significantly lower than CAIBX's 3.73% return. Over the past 10 years, FKINX has underperformed CAIBX with an annualized return of 5.13%, while CAIBX has yielded a comparatively higher 5.70% annualized return.
FKINX
0.11%
-2.10%
-2.29%
5.67%
10.07%
5.13%
CAIBX
3.73%
-0.92%
1.53%
11.00%
10.65%
5.70%
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FKINX vs. CAIBX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than CAIBX's 0.59% expense ratio.
Risk-Adjusted Performance
FKINX vs. CAIBX — Risk-Adjusted Performance Rank
FKINX
CAIBX
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 5.19%, more than CAIBX's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.19% | 5.59% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% |
CAIBX American Funds Capital Income Builder Class A | 3.27% | 3.35% | 3.36% | 3.43% | 3.14% | 3.38% | 3.29% | 3.80% | 3.41% | 3.52% | 3.62% | 4.67% |
Drawdowns
FKINX vs. CAIBX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.30%, roughly equal to the maximum CAIBX drawdown of -42.62%. 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
Franklin Income Fund Class A1 (FKINX) and American Funds Capital Income Builder Class A (CAIBX) have volatilities of 2.88% and 2.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.