FQTIX vs. FHAIX
Compare and contrast key facts about Franklin Templeton SMACS: Series I (FQTIX) and Franklin High Income Fund (FHAIX).
FQTIX is managed by Franklin Templeton. It was launched on Jun 3, 2019. FHAIX is managed by Franklin Templeton. It was launched on Dec 31, 1969.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQTIX or FHAIX.
Correlation
The correlation between FQTIX and FHAIX is 0.63, 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.
Performance
FQTIX vs. FHAIX - Performance Comparison
Key characteristics
FQTIX:
1.56
FHAIX:
1.71
FQTIX:
2.13
FHAIX:
2.70
FQTIX:
1.29
FHAIX:
1.58
FQTIX:
1.42
FHAIX:
5.68
FQTIX:
6.94
FHAIX:
17.06
FQTIX:
0.90%
FHAIX:
0.42%
FQTIX:
3.99%
FHAIX:
4.17%
FQTIX:
-24.62%
FHAIX:
-51.73%
FQTIX:
-2.52%
FHAIX:
-1.20%
Returns By Period
In the year-to-date period, FQTIX achieves a 6.48% return, which is significantly lower than FHAIX's 7.12% return.
FQTIX
6.48%
-1.12%
3.84%
6.48%
3.06%
N/A
FHAIX
7.12%
-0.57%
3.32%
7.12%
4.54%
4.64%
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FQTIX vs. FHAIX - Expense Ratio Comparison
FQTIX has a 0.00% expense ratio, which is lower than FHAIX's 0.77% expense ratio.
Risk-Adjusted Performance
FQTIX vs. FHAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Templeton SMACS: Series I (FQTIX) and Franklin High Income Fund (FHAIX). 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.
Dividends
FQTIX vs. FHAIX - Dividend Comparison
FQTIX's dividend yield for the trailing twelve months is around 6.56%, more than FHAIX's 5.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQTIX Franklin Templeton SMACS: Series I | 6.56% | 7.64% | 8.09% | 7.16% | 6.91% | 4.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FHAIX Franklin High Income Fund | 5.34% | 6.16% | 6.09% | 4.95% | 5.21% | 5.48% | 6.05% | 5.32% | 5.66% | 7.17% | 6.36% | 6.35% |
Drawdowns
FQTIX vs. FHAIX - Drawdown Comparison
The maximum FQTIX drawdown since its inception was -24.62%, smaller than the maximum FHAIX drawdown of -51.73%. Use the drawdown chart below to compare losses from any high point for FQTIX and FHAIX. For additional features, visit the drawdowns tool.
Volatility
FQTIX vs. FHAIX - Volatility Comparison
The current volatility for Franklin Templeton SMACS: Series I (FQTIX) is 0.97%, while Franklin High Income Fund (FHAIX) has a volatility of 1.30%. This indicates that FQTIX experiences smaller price fluctuations and is considered to be less risky than FHAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.