PortfoliosLab logoPortfoliosLab logo
FKINX vs. FGADX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKINX vs. FGADX - Performance Comparison

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

Loading graphics...

FKINX vs. FGADX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKINX
Franklin Income Fund Class A1
2.96%12.24%7.12%8.65%-5.29%17.21%3.57%15.75%-5.54%8.43%
FGADX
Franklin Gold and Precious Metals Fund Advisor Class
5.78%197.29%17.98%2.20%-23.24%-3.76%44.60%51.87%-17.89%0.06%

Returns By Period

In the year-to-date period, FKINX achieves a 2.96% return, which is significantly lower than FGADX's 5.78% return. Over the past 10 years, FKINX has underperformed FGADX with an annualized return of 7.65%, while FGADX has yielded a comparatively higher 18.40% annualized return.


FKINX

1D
0.79%
1M
-1.55%
YTD
2.96%
6M
5.46%
1Y
12.96%
3Y*
9.39%
5Y*
6.73%
10Y*
7.65%

FGADX

1D
8.13%
1M
-21.41%
YTD
5.78%
6M
29.37%
1Y
122.00%
3Y*
51.44%
5Y*
24.76%
10Y*
18.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. FGADX - Expense Ratio Comparison

Both FKINX and FGADX have an expense ratio of 0.62%.


Return for Risk

FKINX vs. FGADX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKINX
FKINX Risk / Return Rank: 8585
Overall Rank
FKINX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FKINX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FKINX Omega Ratio Rank: 8787
Omega Ratio Rank
FKINX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FKINX Martin Ratio Rank: 8686
Martin Ratio Rank

FGADX
FGADX Risk / Return Rank: 9595
Overall Rank
FGADX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FGADX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FGADX Omega Ratio Rank: 9191
Omega Ratio Rank
FGADX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FGADX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKINX vs. FGADX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Franklin Gold and Precious Metals Fund Advisor Class (FGADX). 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.


FKINXFGADXDifference

Sharpe ratio

Return per unit of total volatility

1.66

2.86

-1.20

Sortino ratio

Return per unit of downside risk

2.34

3.02

-0.68

Omega ratio

Gain probability vs. loss probability

1.38

1.43

-0.05

Calmar ratio

Return relative to maximum drawdown

1.94

3.95

-2.01

Martin ratio

Return relative to average drawdown

9.23

14.72

-5.49

FKINX vs. FGADX - Sharpe Ratio Comparison

The current FKINX Sharpe Ratio is 1.66, which is lower than the FGADX Sharpe Ratio of 2.86. The chart below compares the historical Sharpe Ratios of FKINX and FGADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FKINXFGADXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

2.86

-1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.85

0.75

+0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.56

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.27

+0.64

Correlation

The correlation between FKINX and FGADX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FKINX vs. FGADX - Dividend Comparison

FKINX's dividend yield for the trailing twelve months is around 5.10%, less than FGADX's 9.28% yield.


TTM20252024202320222021202020192018201720162015
FKINX
Franklin Income Fund Class A1
5.10%5.58%5.59%5.52%5.22%6.52%5.22%5.11%5.34%5.04%5.19%5.71%
FGADX
Franklin Gold and Precious Metals Fund Advisor Class
9.28%9.81%12.51%3.09%0.00%8.83%10.06%0.00%0.00%0.62%8.38%0.00%

Drawdowns

FKINX vs. FGADX - Drawdown Comparison

The maximum FKINX drawdown since its inception was -43.18%, smaller than the maximum FGADX drawdown of -78.57%. Use the drawdown chart below to compare losses from any high point for FKINX and FGADX.


Loading graphics...

Drawdown Indicators


FKINXFGADXDifference

Max Drawdown

Largest peak-to-trough decline

-43.18%

-78.57%

+35.39%

Max Drawdown (1Y)

Largest decline over 1 year

-6.72%

-31.15%

+24.43%

Max Drawdown (5Y)

Largest decline over 5 years

-13.20%

-48.77%

+35.57%

Max Drawdown (10Y)

Largest decline over 10 years

-23.91%

-49.27%

+25.36%

Current Drawdown

Current decline from peak

-1.88%

-21.41%

+19.53%

Average Drawdown

Average peak-to-trough decline

-3.73%

-34.81%

+31.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.41%

8.36%

-6.95%

Volatility

FKINX vs. FGADX - Volatility Comparison

The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.19%, while Franklin Gold and Precious Metals Fund Advisor Class (FGADX) has a volatility of 18.27%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than FGADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FKINXFGADXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.19%

18.27%

-16.08%

Volatility (6M)

Calculated over the trailing 6-month period

4.17%

35.18%

-31.01%

Volatility (1Y)

Calculated over the trailing 1-year period

7.87%

43.06%

-35.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.95%

33.13%

-25.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.31%

32.83%

-23.52%