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FKINX vs. FBALX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FKINX and FBALX is 0.64, 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.


-0.50.00.51.00.6

Performance

FKINX vs. FBALX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Class A1 (FKINX) and Fidelity Balanced Fund (FBALX). The values are adjusted to include any dividend payments, if applicable.

1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
1,357.82%
3,524.07%
FKINX
FBALX

Key characteristics

Sharpe Ratio

FKINX:

1.27

FBALX:

1.86

Sortino Ratio

FKINX:

1.75

FBALX:

2.59

Omega Ratio

FKINX:

1.27

FBALX:

1.34

Calmar Ratio

FKINX:

1.73

FBALX:

3.11

Martin Ratio

FKINX:

7.25

FBALX:

11.94

Ulcer Index

FKINX:

0.98%

FBALX:

1.38%

Daily Std Dev

FKINX:

5.61%

FBALX:

8.83%

Max Drawdown

FKINX:

-44.30%

FBALX:

-42.81%

Current Drawdown

FKINX:

-3.69%

FBALX:

-4.06%

Returns By Period

In the year-to-date period, FKINX achieves a 6.19% return, which is significantly lower than FBALX's 15.17% return. Over the past 10 years, FKINX has underperformed FBALX with an annualized return of 5.16%, while FBALX has yielded a comparatively higher 9.43% annualized return.


FKINX

YTD

6.19%

1M

-2.49%

6M

2.76%

1Y

7.11%

5Y*

5.51%

10Y*

5.16%

FBALX

YTD

15.17%

1M

-1.46%

6M

4.34%

1Y

15.69%

5Y*

10.45%

10Y*

9.43%

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. FBALX - Expense Ratio Comparison

FKINX has a 0.62% expense ratio, which is higher than FBALX's 0.51% expense ratio.


FKINX
Franklin Income Fund Class A1
Expense ratio chart for FKINX: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%
Expense ratio chart for FBALX: current value at 0.51% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.51%

Risk-Adjusted Performance

FKINX vs. FBALX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Fidelity Balanced Fund (FBALX). 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.


Sharpe ratio
The chart of Sharpe ratio for FKINX, currently valued at 1.27, compared to the broader market-1.000.001.002.003.004.001.271.86
The chart of Sortino ratio for FKINX, currently valued at 1.75, compared to the broader market-2.000.002.004.006.008.0010.001.752.59
The chart of Omega ratio for FKINX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.34
The chart of Calmar ratio for FKINX, currently valued at 1.73, compared to the broader market0.002.004.006.008.0010.0012.0014.001.733.11
The chart of Martin ratio for FKINX, currently valued at 7.25, compared to the broader market0.0020.0040.0060.007.2511.94
FKINX
FBALX

The current FKINX Sharpe Ratio is 1.27, which is lower than the FBALX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of FKINX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.27
1.86
FKINX
FBALX

Dividends

FKINX vs. FBALX - Dividend Comparison

FKINX's dividend yield for the trailing twelve months is around 5.15%, more than FBALX's 1.34% yield.


TTM20232022202120202019201820172016201520142013
FKINX
Franklin Income Fund Class A1
5.15%5.67%5.46%4.33%5.22%5.11%5.61%5.04%5.19%5.71%5.04%5.50%
FBALX
Fidelity Balanced Fund
1.34%1.70%1.47%0.88%1.29%1.70%1.85%1.58%1.61%7.96%10.55%7.31%

Drawdowns

FKINX vs. FBALX - Drawdown Comparison

The maximum FKINX drawdown since its inception was -44.30%, roughly equal to the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FKINX and FBALX. For additional features, visit the drawdowns tool.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.69%
-4.06%
FKINX
FBALX

Volatility

FKINX vs. FBALX - Volatility Comparison

The current volatility for Franklin Income Fund Class A1 (FKINX) is 1.84%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.88%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%3.00%3.50%4.00%4.50%JulyAugustSeptemberOctoberNovemberDecember
1.84%
2.88%
FKINX
FBALX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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