FKINX vs. VFORX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Vanguard Target Retirement 2040 Fund (VFORX).
FKINX is managed by Franklin Templeton. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or VFORX.
Key characteristics
| FKINX | VFORX | |
|---|---|---|
| YTD Return | 0.85% | 2.77% |
| 1Y Return | 5.22% | 13.87% |
| 3Y Return (Ann) | 3.56% | 2.39% |
| 5Y Return (Ann) | 5.58% | 7.89% |
| 10Y Return (Ann) | 4.73% | 7.73% |
| Sharpe Ratio | 0.79 | 1.42 |
| Daily Std Dev | 7.19% | 9.86% |
| Max Drawdown | -43.23% | -51.63% |
| Current Drawdown | -2.13% | -2.74% |
Correlation
The correlation between FKINX and VFORX is 0.78, 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. VFORX - Performance Comparison
In the year-to-date period, FKINX achieves a 0.85% return, which is significantly lower than VFORX's 2.77% return. Over the past 10 years, FKINX has underperformed VFORX with an annualized return of 4.73%, while VFORX has yielded a comparatively higher 7.73% annualized return. 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. VFORX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than VFORX's 0.08% expense ratio.
Risk-Adjusted Performance
FKINX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Vanguard Target Retirement 2040 Fund (VFORX). 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. VFORX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.87%, more than VFORX's 2.31% 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% |
VFORX Vanguard Target Retirement 2040 Fund | 2.31% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% | 1.79% |
Drawdowns
FKINX vs. VFORX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -43.23%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FKINX and VFORX. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. VFORX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.09%, while Vanguard Target Retirement 2040 Fund (VFORX) has a volatility of 2.66%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.