FKIQX vs. SHAPX
Compare and contrast key facts about Franklin Income Fund Class A (FKIQX) and ClearBridge Appreciation Fund (SHAPX).
FKIQX is an actively managed fund by Franklin Templeton. It was launched on Sep 10, 2018. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
FKIQX vs. SHAPX - Performance Comparison
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FKIQX vs. SHAPX - 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% |
SHAPX ClearBridge Appreciation Fund | -3.71% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -9.51% |
Returns By Period
In the year-to-date period, FKIQX achieves a 2.95% return, which is significantly higher than SHAPX's -3.71% return.
FKIQX
- 1D
- 0.80%
- 1M
- -1.56%
- YTD
- 2.95%
- 6M
- 5.01%
- 1Y
- 12.44%
- 3Y*
- 8.99%
- 5Y*
- 6.49%
- 10Y*
- —
SHAPX
- 1D
- 2.70%
- 1M
- -5.35%
- YTD
- -3.71%
- 6M
- -2.94%
- 1Y
- 13.34%
- 3Y*
- 15.60%
- 5Y*
- 10.41%
- 10Y*
- 12.29%
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FKIQX vs. SHAPX - Expense Ratio Comparison
FKIQX has a 0.71% expense ratio, which is lower than SHAPX's 0.93% expense ratio.
Return for Risk
FKIQX vs. SHAPX — Risk / Return Rank
FKIQX
SHAPX
FKIQX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A (FKIQX) and ClearBridge Appreciation Fund (SHAPX). 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 | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.85 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.33 | +0.97 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.20 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.36 | +0.56 |
Martin ratioReturn relative to average drawdown | 9.88 | 6.17 | +3.71 |
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 | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.85 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.70 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.78 | -0.10 |
Correlation
The correlation between FKIQX and SHAPX is 0.70, 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. SHAPX - Dividend Comparison
FKIQX's dividend yield for the trailing twelve months is around 5.03%, less than SHAPX's 14.62% 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% |
SHAPX ClearBridge Appreciation Fund | 14.62% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
Drawdowns
FKIQX vs. SHAPX - Drawdown Comparison
The maximum FKIQX drawdown since its inception was -25.31%, smaller than the maximum SHAPX drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for FKIQX and SHAPX.
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Drawdown Indicators
| FKIQX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.31% | -46.19% | +20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -6.75% | -10.57% | +3.82% |
Max Drawdown (5Y)Largest decline over 5 years | -13.70% | -20.53% | +6.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.21% | — |
Current DrawdownCurrent decline from peak | -1.90% | -6.27% | +4.37% |
Average DrawdownAverage peak-to-trough decline | -2.95% | -4.79% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 2.33% | -1.02% |
Volatility
FKIQX vs. SHAPX - Volatility Comparison
The current volatility for Franklin Income Fund Class A (FKIQX) is 2.04%, while ClearBridge Appreciation Fund (SHAPX) has a volatility of 4.83%. This indicates that FKIQX experiences smaller price fluctuations and is considered to be less risky than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FKIQX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 4.83% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 3.75% | 8.30% | -4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.94% | 16.09% | -8.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.92% | 14.89% | -6.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.21% | 16.72% | -6.51% |