FRIAX vs. AMBFX
Compare and contrast key facts about Franklin Income Fund Advisor Class (FRIAX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
FRIAX vs. AMBFX - Performance Comparison
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FRIAX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 2.21% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -11.93% | 16.00% | 11.06% | 19.45% | -2.69% | 14.85% |
Returns By Period
In the year-to-date period, FRIAX achieves a 2.21% return, which is significantly higher than AMBFX's -2.82% return. Over the past 10 years, FRIAX has underperformed AMBFX with an annualized return of 7.73%, while AMBFX has yielded a comparatively higher 9.33% annualized return.
FRIAX
- 1D
- 0.40%
- 1M
- -2.67%
- YTD
- 2.21%
- 6M
- 4.79%
- 1Y
- 11.92%
- 3Y*
- 9.16%
- 5Y*
- 6.70%
- 10Y*
- 7.73%
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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FRIAX vs. AMBFX - Expense Ratio Comparison
FRIAX has a 0.46% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Return for Risk
FRIAX vs. AMBFX — Risk / Return Rank
FRIAX
AMBFX
FRIAX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Advisor Class (FRIAX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| FRIAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.45 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.39 | 2.12 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.30 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.03 | -0.16 |
Martin ratioReturn relative to average drawdown | 9.19 | 8.67 | +0.53 |
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
| FRIAX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.45 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.80 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.88 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.72 | +0.07 |
Correlation
The correlation between FRIAX and AMBFX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FRIAX vs. AMBFX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.75%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.30% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
FRIAX vs. AMBFX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -43.23%, which is greater than AMBFX's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for FRIAX and AMBFX.
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Drawdown Indicators
| FRIAX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.23% | -35.05% | -8.18% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -7.34% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -18.65% | +5.02% |
Max Drawdown (10Y)Largest decline over 10 years | -24.10% | -22.31% | -1.79% |
Current DrawdownCurrent decline from peak | -2.67% | -7.00% | +4.33% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -3.61% | -0.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 1.72% | -0.42% |
Volatility
FRIAX vs. AMBFX - Volatility Comparison
The current volatility for Franklin Income Fund Advisor Class (FRIAX) is 2.10%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 3.26%. This indicates that FRIAX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIAX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 3.26% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 6.73% | -2.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 11.10% | -3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 10.42% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.34% | 10.62% | -1.28% |