FKIQX vs. FKRCX
Compare and contrast key facts about Franklin Income Fund Class A (FKIQX) and Franklin Gold and Precious Metals Fund (FKRCX).
FKIQX is an actively managed fund by Franklin Templeton. It was launched on Sep 10, 2018. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
FKIQX vs. FKRCX - Performance Comparison
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FKIQX vs. FKRCX - 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% |
FKRCX Franklin Gold and Precious Metals Fund | 5.72% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | 12.14% |
Returns By Period
In the year-to-date period, FKIQX achieves a 2.95% return, which is significantly lower than FKRCX's 5.72% return.
FKIQX
- 1D
- 0.80%
- 1M
- -1.56%
- YTD
- 2.95%
- 6M
- 5.01%
- 1Y
- 12.44%
- 3Y*
- 8.99%
- 5Y*
- 6.49%
- 10Y*
- —
FKRCX
- 1D
- 8.11%
- 1M
- -21.42%
- YTD
- 5.72%
- 6M
- 29.26%
- 1Y
- 121.53%
- 3Y*
- 51.10%
- 5Y*
- 24.45%
- 10Y*
- 18.12%
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FKIQX vs. FKRCX - Expense Ratio Comparison
FKIQX has a 0.71% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Return for Risk
FKIQX vs. FKRCX — Risk / Return Rank
FKIQX
FKRCX
FKIQX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A (FKIQX) and Franklin Gold and Precious Metals Fund (FKRCX). 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 | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 2.85 | -1.27 |
Sortino ratioReturn per unit of downside risk | 2.30 | 3.01 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.43 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 3.93 | -2.01 |
Martin ratioReturn relative to average drawdown | 9.88 | 14.65 | -4.77 |
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
| FKIQX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 2.85 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.74 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.19 | +0.49 |
Correlation
The correlation between FKIQX and FKRCX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FKIQX vs. FKRCX - Dividend Comparison
FKIQX's dividend yield for the trailing twelve months is around 5.03%, less than FKRCX's 10.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FKRCX Franklin Gold and Precious Metals Fund | 10.16% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% |
Drawdowns
FKIQX vs. FKRCX - Drawdown Comparison
The maximum FKIQX drawdown since its inception was -25.31%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for FKIQX and FKRCX.
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Drawdown Indicators
| FKIQX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.31% | -78.85% | +53.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.75% | -31.15% | +24.40% |
Max Drawdown (5Y)Largest decline over 5 years | -13.70% | -48.79% | +35.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.54% | — |
Current DrawdownCurrent decline from peak | -1.90% | -21.42% | +19.52% |
Average DrawdownAverage peak-to-trough decline | -2.95% | -33.79% | +30.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 8.36% | -7.05% |
Volatility
FKIQX vs. FKRCX - Volatility Comparison
The current volatility for Franklin Income Fund Class A (FKIQX) is 2.04%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 18.27%. This indicates that FKIQX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKIQX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 18.27% | -16.23% |
Volatility (6M)Calculated over the trailing 6-month period | 3.75% | 35.19% | -31.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.94% | 43.05% | -35.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.92% | 33.27% | -25.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.21% | 32.90% | -22.69% |