FKINX vs. CAIBX
FKINX (Franklin Income Fund Class A1) and CAIBX (American Funds Capital Income Builder Class A) are both Diversified Portfolio funds. Both are actively managed. Over the past 10 years, FKINX returned 7.18%/yr vs 7.96%/yr for CAIBX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. FKINX charges 0.61%/yr vs 0.58%/yr for CAIBX.
Performance
FKINX vs. CAIBX - Performance Comparison
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Returns By Period
In the year-to-date period, FKINX achieves a 5.62% return, which is significantly lower than CAIBX's 10.47% return. Over the past 10 years, FKINX has underperformed CAIBX with an annualized return of 7.18%, while CAIBX has yielded a comparatively higher 7.96% annualized return.
FKINX
- 1D
- 0.39%
- 1M
- 0.00%
- 6M
- 2.63%
- YTD
- 5.62%
- 1Y
- 12.34%
- 3Y*
- 9.47%
- 5Y*
- 6.43%
- 10Y*
- 7.18%
- ALL TIME*
- 7.91%
CAIBX
- 1D
- 0.08%
- 1M
- 1.68%
- 6M
- 6.74%
- YTD
- 10.47%
- 1Y
- 18.93%
- 3Y*
- 14.96%
- 5Y*
- 9.17%
- 10Y*
- 7.96%
- ALL TIME*
- 9.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FKINX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.62% | 12.24% | 7.12% | 8.65% | -5.29% | 17.21% | 3.57% | 15.75% | -5.54% | 8.43% |
CAIBX American Funds Capital Income Builder Class A | 10.47% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Correlation
The correlation between FKINX and CAIBX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 1987 | 0.68 |
The correlation between FKINX and CAIBX shifts across timeframes, from 0.68 (all time) to 0.79 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FKINX vs. CAIBX — Risk / Return Rank
FKINX
CAIBX
FKINX vs. CAIBX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKINX | CAIBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.43 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.63 | 2.89 | +0.74 |
| Martin ratioReturn relative to average drawdown | 14.79 | 11.56 | +3.23 |
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Drawdowns
FKINX vs. CAIBX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.18%, roughly equal to the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for FKINX and CAIBX.
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Drawdown Indicators
| FKINX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -43.68% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -6.47% | +3.04% |
Max Drawdown (3Y)Largest decline over 3 years | -7.42% | -8.89% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -17.65% | +4.45% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -25.28% | +1.37% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -3.79% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 1.62% | -0.78% |
Volatility
FKINX vs. CAIBX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 1.60%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 1.94%. 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.
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Volatility by Period
| FKINX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.60% | 1.94% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 3.94% | 6.56% | -2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.48% | 8.19% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.84% | 9.97% | -2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.17% | 10.77% | -1.60% |
FKINX vs. CAIBX - Expense Ratio Comparison
FKINX has a 0.61% expense ratio, which is higher than CAIBX's 0.58% expense ratio.
Dividends
FKINX vs. CAIBX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.11%, less than CAIBX's 7.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.10% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
FKINX Franklin Income Fund Class A1 | 5.11% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
Frequently Asked Questions
FKINX and CAIBX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAIBX has higher volatility (1.94%) compared to FKINX (1.60%). In terms of maximum drawdown, FKINX dropped -43.18% vs CAIBX's -43.68%.
FKINX currently has the higher Sharpe Ratio (2.30 vs 2.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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