FKINX vs. GSBFX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Goldman Sachs Income Builder Fund (GSBFX).
FKINX is managed by Franklin Templeton. GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or GSBFX.
Key characteristics
| FKINX | GSBFX | |
|---|---|---|
| YTD Return | 0.85% | 1.70% |
| 1Y Return | 5.22% | 8.86% |
| 3Y Return (Ann) | 3.56% | 2.41% |
| 5Y Return (Ann) | 5.58% | 5.92% |
| 10Y Return (Ann) | 4.73% | 4.85% |
| Sharpe Ratio | 0.79 | 1.38 |
| Daily Std Dev | 7.19% | 6.61% |
| Max Drawdown | -43.23% | -37.68% |
| Current Drawdown | -2.13% | -1.89% |
Correlation
The correlation between FKINX and GSBFX is 0.70, 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. GSBFX - Performance Comparison
In the year-to-date period, FKINX achieves a 0.85% return, which is significantly lower than GSBFX's 1.70% return. Both investments have delivered pretty close results over the past 10 years, with FKINX having a 4.73% annualized return and GSBFX not far ahead at 4.85%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FKINX vs. GSBFX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Risk-Adjusted Performance
FKINX vs. GSBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Goldman Sachs Income Builder Fund (GSBFX). 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. GSBFX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.87%, more than GSBFX's 4.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.87% | 5.51% | 5.22% | 6.52% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.02% | 5.35% |
GSBFX Goldman Sachs Income Builder Fund | 4.04% | 4.09% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 4.33% | 4.35% | 4.59% |
Drawdowns
FKINX vs. GSBFX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.23%, which is greater than GSBFX's maximum drawdown of -37.68%. Use the drawdown chart below to compare losses from any high point for FKINX and GSBFX. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. GSBFX - Volatility Comparison
Franklin Income Fund Class A1 (FKINX) and Goldman Sachs Income Builder Fund (GSBFX) have volatilities of 2.09% and 2.04%, 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.