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.
Correlation
The correlation between FKINX and RSP is 0.73, 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.
Performance
FKINX vs. RSP - Performance Comparison
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Key characteristics
FKINX:
0.71
RSP:
0.45
FKINX:
1.08
RSP:
0.78
FKINX:
1.17
RSP:
1.11
FKINX:
0.82
RSP:
0.45
FKINX:
3.37
RSP:
1.66
FKINX:
1.81%
RSP:
4.87%
FKINX:
8.03%
RSP:
17.33%
FKINX:
-44.31%
RSP:
-59.92%
FKINX:
-2.00%
RSP:
-5.07%
Returns By Period
In the year-to-date period, FKINX achieves a 1.43% return, which is significantly higher than RSP's 1.28% return. Over the past 10 years, FKINX has underperformed RSP with an annualized return of 5.10%, while RSP has yielded a comparatively higher 9.76% annualized return.
FKINX
1.43%
3.07%
-0.22%
5.65%
9.23%
5.10%
RSP
1.28%
7.64%
-3.05%
7.67%
16.08%
9.76%
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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.
Risk-Adjusted Performance
FKINX vs. RSP — Risk-Adjusted Performance Rank
FKINX
RSP
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.
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Dividends
FKINX vs. RSP - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.62%, more than RSP's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.62% | 5.59% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% |
RSP Invesco S&P 500® Equal Weight ETF | 1.59% | 1.52% | 1.63% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% |
Drawdowns
FKINX vs. RSP - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.31%, 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.
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Volatility
FKINX vs. RSP - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.54%, while Invesco S&P 500® Equal Weight ETF (RSP) has a volatility of 5.28%. 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.
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