FKINX vs. RSP
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Invesco S&P 500® Equal Weight ETF (RSP).
FKINX is managed by Franklin Templeton. RSP is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or RSP.
Performance
FKINX vs. RSP - Performance Comparison
Returns By Period
In the year-to-date period, FKINX achieves a 9.35% return, which is significantly lower than RSP's 18.07% return. Over the past 10 years, FKINX has underperformed RSP with an annualized return of 5.25%, while RSP has yielded a comparatively higher 10.53% annualized return.
FKINX
9.35%
0.05%
6.77%
15.33%
6.69%
5.25%
RSP
18.07%
2.55%
12.56%
27.69%
12.44%
10.53%
Key characteristics
| FKINX | RSP | |
|---|---|---|
| Sharpe Ratio | 2.78 | 2.47 |
| Sortino Ratio | 4.03 | 3.42 |
| Omega Ratio | 1.65 | 1.44 |
| Calmar Ratio | 4.04 | 3.58 |
| Martin Ratio | 19.46 | 14.19 |
| Ulcer Index | 0.81% | 1.99% |
| Daily Std Dev | 5.70% | 11.47% |
| Max Drawdown | -44.30% | -59.92% |
| Current Drawdown | -0.77% | -0.51% |
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FKINX vs. RSP - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than RSP's 0.20% expense ratio.
Correlation
The correlation between FKINX and RSP is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
FKINX vs. RSP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Invesco S&P 500® Equal Weight ETF (RSP). 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. RSP - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.45%, more than RSP's 1.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.45% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
RSP Invesco S&P 500® Equal Weight ETF | 1.44% | 1.63% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% | 1.27% |
Drawdowns
FKINX vs. RSP - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.30%, smaller than the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for FKINX and RSP. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. RSP - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 1.34%, while Invesco S&P 500® Equal Weight ETF (RSP) has a volatility of 3.63%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.