FKIQX vs. FKGRX
Compare and contrast key facts about Franklin Income Fund Class A (FKIQX) and Franklin Growth Fund (FKGRX).
FKIQX is an actively managed fund by Franklin Templeton. It was launched on Sep 10, 2018. FKGRX is managed by Franklin Templeton. It was launched on Apr 1, 1948.
Performance
FKIQX vs. FKGRX - Performance Comparison
Loading graphics...
FKIQX vs. FKGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FKIQX Franklin Income Fund Class A | 2.95% | 11.66% | 7.04% | 8.57% | -5.59% | 17.58% | 3.46% | 15.69% | -6.59% |
FKGRX Franklin Growth Fund | -5.57% | 15.38% | 17.96% | 27.54% | -25.32% | 21.61% | 30.71% | 32.08% | -13.06% |
Returns By Period
In the year-to-date period, FKIQX achieves a 2.95% return, which is significantly higher than FKGRX's -5.57% return.
FKIQX
- 1D
- 0.80%
- 1M
- -1.56%
- YTD
- 2.95%
- 6M
- 5.01%
- 1Y
- 12.44%
- 3Y*
- 8.99%
- 5Y*
- 6.49%
- 10Y*
- —
FKGRX
- 1D
- 3.23%
- 1M
- -5.71%
- YTD
- -5.57%
- 6M
- -4.46%
- 1Y
- 15.13%
- 3Y*
- 14.51%
- 5Y*
- 7.54%
- 10Y*
- 12.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FKIQX vs. FKGRX - Expense Ratio Comparison
FKIQX has a 0.71% expense ratio, which is lower than FKGRX's 0.79% expense ratio.
Return for Risk
FKIQX vs. FKGRX — Risk / Return Rank
FKIQX
FKGRX
FKIQX vs. FKGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A (FKIQX) and Franklin Growth Fund (FKGRX). 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.
| FKIQX | FKGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.83 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.34 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.19 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.39 | +0.53 |
Martin ratioReturn relative to average drawdown | 9.88 | 5.21 | +4.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FKIQX | FKGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.83 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.39 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.69 | -0.01 |
Correlation
The correlation between FKIQX and FKGRX is 0.64, 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.
Dividends
FKIQX vs. FKGRX - Dividend Comparison
FKIQX's dividend yield for the trailing twelve months is around 5.03%, less than FKGRX's 15.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKIQX Franklin Income Fund Class A | 5.03% | 5.08% | 5.52% | 5.45% | 5.35% | 6.40% | 5.14% | 5.03% | 1.38% | 0.00% | 0.00% | 0.00% |
FKGRX Franklin Growth Fund | 15.22% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
Drawdowns
FKIQX vs. FKGRX - Drawdown Comparison
The maximum FKIQX drawdown since its inception was -25.31%, smaller than the maximum FKGRX drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for FKIQX and FKGRX.
Loading graphics...
Drawdown Indicators
| FKIQX | FKGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.31% | -51.08% | +25.77% |
Max Drawdown (1Y)Largest decline over 1 year | -6.75% | -11.48% | +4.73% |
Max Drawdown (5Y)Largest decline over 5 years | -13.70% | -32.22% | +18.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.52% | — |
Current DrawdownCurrent decline from peak | -1.90% | -8.62% | +6.72% |
Average DrawdownAverage peak-to-trough decline | -2.95% | -6.76% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 3.05% | -1.74% |
Volatility
FKIQX vs. FKGRX - Volatility Comparison
The current volatility for Franklin Income Fund Class A (FKIQX) is 2.04%, while Franklin Growth Fund (FKGRX) has a volatility of 5.85%. This indicates that FKIQX experiences smaller price fluctuations and is considered to be less risky than FKGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FKIQX | FKGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 5.85% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 3.75% | 10.49% | -6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.94% | 18.91% | -10.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.92% | 19.62% | -11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.21% | 19.50% | -9.29% |