FKIQX vs. GSBFX
FKIQX (Franklin Income Fund Class A) and GSBFX (Goldman Sachs Income Builder Fund) are both Diversified Portfolio funds. Over the past 5 years, FKIQX returned 6.28%/yr vs 5.58%/yr for GSBFX. Their correlation of 0.81 means they have usually moved in the same direction. FKIQX charges 0.71%/yr vs 0.79%/yr for GSBFX.
Performance
FKIQX vs. GSBFX - Performance Comparison
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Returns By Period
In the year-to-date period, FKIQX achieves a 5.59% return, which is significantly lower than GSBFX's 6.71% return.
FKIQX
- 1D
- 0.39%
- 1M
- 0.00%
- 6M
- 2.65%
- YTD
- 5.59%
- 1Y
- 11.83%
- 3Y*
- 9.08%
- 5Y*
- 6.28%
- 10Y*
- —
- ALL TIME*
- 6.96%
GSBFX
- 1D
- 0.70%
- 1M
- 0.16%
- 6M
- 5.01%
- YTD
- 6.71%
- 1Y
- 12.27%
- 3Y*
- 10.25%
- 5Y*
- 5.58%
- 10Y*
- 6.89%
- ALL TIME*
- 6.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FKIQX vs. GSBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FKIQX Franklin Income Fund Class A | 5.59% | 11.66% | 7.04% | 8.57% | -5.59% | 17.58% | 3.46% | 15.69% | -6.59% |
GSBFX Goldman Sachs Income Builder Fund | 6.71% | 10.42% | 9.32% | 9.64% | -9.53% | 10.50% | 9.53% | 19.38% | -5.55% |
Correlation
The correlation between FKIQX and GSBFX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Sep 10, 2018 | 0.81 |
The correlation between FKIQX and GSBFX has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
FKIQX vs. GSBFX — Risk / Return Rank
FKIQX
GSBFX
FKIQX vs. GSBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A (FKIQX) and Goldman Sachs Income Builder Fund (GSBFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKIQX | GSBFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.38 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.74 | 2.67 | +1.07 |
| Martin ratioReturn relative to average drawdown | 14.61 | 11.57 | +3.04 |
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Drawdowns
FKIQX vs. GSBFX - Drawdown Comparison
The maximum FKIQX drawdown since its inception was -25.31%, smaller than the maximum GSBFX drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for FKIQX and GSBFX.
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Drawdown Indicators
| FKIQX | GSBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.31% | -37.04% | +11.73% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -4.44% | +1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -7.47% | -8.14% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -13.70% | -15.94% | +2.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.42% | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -2.84% | -4.16% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 1.02% | -0.24% |
Volatility
FKIQX vs. GSBFX - Volatility Comparison
Franklin Income Fund Class A (FKIQX) and Goldman Sachs Income Builder Fund (GSBFX) have volatilities of 1.50% and 1.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKIQX | GSBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.50% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.67% | 4.68% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.93% | 5.74% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.78% | 7.44% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.04% | 7.96% | +2.08% |
FKIQX vs. GSBFX - Expense Ratio Comparison
FKIQX has a 0.71% expense ratio, which is lower than GSBFX's 0.79% expense ratio.
Dividends
FKIQX vs. GSBFX - Dividend Comparison
FKIQX's dividend yield for the trailing twelve months is around 5.46%, more than GSBFX's 5.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKIQX Franklin Income Fund Class A | 5.04% | 5.08% | 5.52% | 5.45% | 5.35% | 6.40% | 5.14% | 5.03% | 1.38% | 0.00% | 0.00% | 0.00% |
GSBFX Goldman Sachs Income Builder Fund | 5.06% | 4.39% | 5.12% | 3.41% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 3.93% |
Frequently Asked Questions
FKIQX and GSBFX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GSBFX has higher volatility (1.50%) compared to FKIQX (1.50%). In terms of maximum drawdown, FKIQX dropped -25.31% vs GSBFX's -37.04%.
FKIQX currently has the higher Sharpe Ratio (2.33 vs 2.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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