PortfoliosLab logoPortfoliosLab logo
FKIQX vs. FKRCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKIQX vs. FKRCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Class A (FKIQX) and Franklin Gold and Precious Metals Fund (FKRCX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FKIQX vs. FKRCX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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. 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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKIQX
FKIQX Risk / Return Rank: 8383
Overall Rank
FKIQX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FKIQX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FKIQX Omega Ratio Rank: 8787
Omega Ratio Rank
FKIQX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FKIQX Martin Ratio Rank: 8888
Martin Ratio Rank

FKRCX
FKRCX Risk / Return Rank: 9595
Overall Rank
FKRCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FKRCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FKRCX Omega Ratio Rank: 9191
Omega Ratio Rank
FKRCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FKRCX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


FKIQXFKRCXDifference

Sharpe ratio

Return per unit of total volatility

1.58

2.85

-1.27

Sortino ratio

Return per unit of downside risk

2.30

3.01

-0.71

Omega ratio

Gain probability vs. loss probability

1.39

1.43

-0.04

Calmar ratio

Return relative to maximum drawdown

1.92

3.93

-2.01

Martin ratio

Return relative to average drawdown

9.88

14.65

-4.77

FKIQX vs. FKRCX - Sharpe Ratio Comparison

The current FKIQX Sharpe Ratio is 1.58, which is lower than the FKRCX Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of FKIQX and FKRCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FKIQXFKRCXDifference

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.


TTM2025202420232022202120202019201820172016
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.


Loading graphics...

Drawdown Indicators


FKIQXFKRCXDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-1.90%

-21.42%

+19.52%

Average Drawdown

Average peak-to-trough decline

-2.95%

-33.79%

+30.84%

Ulcer Index

Depth 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.


Loading graphics...

Volatility by Period


FKIQXFKRCXDifference

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%