FKINX vs. VWNDX
Compare and contrast key facts about Franklin Income Fund Class A1 (FKINX) and Vanguard Windsor Fund Investor Shares (VWNDX).
FKINX is managed by Franklin Templeton. VWNDX is managed by Vanguard. It was launched on Oct 23, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKINX or VWNDX.
Performance
FKINX vs. VWNDX - Performance Comparison
Returns By Period
In the year-to-date period, FKINX achieves a 8.90% return, which is significantly lower than VWNDX's 13.89% return. Over the past 10 years, FKINX has underperformed VWNDX with an annualized return of 5.21%, while VWNDX has yielded a comparatively higher 9.91% annualized return.
FKINX
8.90%
-0.37%
5.43%
15.38%
6.61%
5.21%
VWNDX
13.89%
1.47%
7.30%
22.43%
12.73%
9.91%
Key characteristics
| FKINX | VWNDX | |
|---|---|---|
| Sharpe Ratio | 2.70 | 1.97 |
| Sortino Ratio | 3.92 | 2.83 |
| Omega Ratio | 1.63 | 1.35 |
| Calmar Ratio | 3.52 | 4.09 |
| Martin Ratio | 18.91 | 12.07 |
| Ulcer Index | 0.81% | 1.84% |
| Daily Std Dev | 5.69% | 11.29% |
| Max Drawdown | -44.30% | -61.48% |
| Current Drawdown | -1.18% | -1.34% |
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FKINX vs. VWNDX - Expense Ratio Comparison
FKINX has a 0.62% expense ratio, which is higher than VWNDX's 0.30% expense ratio.
Correlation
The correlation between FKINX and VWNDX is 0.65, 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.
Risk-Adjusted Performance
FKINX vs. VWNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) and Vanguard Windsor Fund Investor Shares (VWNDX). 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. VWNDX - Dividend Comparison
FKINX's dividend yield for the trailing twelve months is around 5.48%, more than VWNDX's 1.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.48% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
VWNDX Vanguard Windsor Fund Investor Shares | 1.97% | 1.90% | 1.71% | 1.55% | 1.87% | 1.93% | 2.41% | 1.58% | 1.99% | 1.88% | 1.35% | 0.96% |
Drawdowns
FKINX vs. VWNDX - Drawdown Comparison
The maximum FKINX drawdown since its inception was -44.30%, smaller than the maximum VWNDX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for FKINX and VWNDX. For additional features, visit the drawdowns tool.
Volatility
FKINX vs. VWNDX - Volatility Comparison
The current volatility for Franklin Income Fund Class A1 (FKINX) is 1.27%, while Vanguard Windsor Fund Investor Shares (VWNDX) has a volatility of 3.91%. This indicates that FKINX experiences smaller price fluctuations and is considered to be less risky than VWNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.