FKINX vs. TIBIX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
FKINX is managed by Franklin Templeton. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
FKINX vs. TIBIX - Performance Comparison
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FKINX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, FKINX achieves a 2.96% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, FKINX has underperformed TIBIX with an annualized return of 7.65%, while TIBIX has yielded a comparatively higher 12.18% 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%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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FKINX vs. TIBIX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
FKINX vs. TIBIX — Risk / Return Rank
FKINX
TIBIX
FKINX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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.
| FKINX | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 3.57 | -1.91 |
Sortino ratioReturn per unit of downside risk | 2.34 | 4.54 | -2.20 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.79 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 4.43 | -2.50 |
Martin ratioReturn relative to average drawdown | 9.23 | 21.79 | -12.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FKINX | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 3.57 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 1.40 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.91 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.75 | +0.16 |
Correlation
The correlation between FKINX and TIBIX is 0.75, 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.
Dividends
FKINX vs. TIBIX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.10%, less than TIBIX's 5.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
FKINX vs. TIBIX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.18%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for FKINX and TIBIX.
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Drawdown Indicators
| FKINX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.18% | -48.88% | +5.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.72% | -8.58% | +1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -20.79% | +7.59% |
Max Drawdown (10Y)Largest decline over 10 years | -23.91% | -34.85% | +10.94% |
Current DrawdownCurrent decline from peak | -1.88% | -3.47% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -6.00% | +2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | 1.75% | -0.34% |
Volatility
FKINX vs. TIBIX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.19%, while Thornburg Investment Income Builder Fund Class I (TIBIX) has a volatility of 3.68%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKINX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 3.68% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 4.17% | 6.57% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 10.83% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.95% | 11.11% | -3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.31% | 13.48% | -4.17% |