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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIAX or AMBFX.
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.
Performance
FRIAX vs. AMBFX - Performance Comparison
Key characteristics
FRIAX:
1.63
AMBFX:
0.69
FRIAX:
2.35
AMBFX:
0.93
FRIAX:
1.33
AMBFX:
1.13
FRIAX:
2.56
AMBFX:
0.93
FRIAX:
8.06
AMBFX:
2.65
FRIAX:
1.17%
AMBFX:
2.58%
FRIAX:
5.81%
AMBFX:
9.97%
FRIAX:
-44.47%
AMBFX:
-33.83%
FRIAX:
-1.26%
AMBFX:
-5.14%
Returns By Period
In the year-to-date period, FRIAX achieves a 1.81% return, which is significantly higher than AMBFX's 1.63% return. Both investments have delivered pretty close results over the past 10 years, with FRIAX having a 5.50% annualized return and AMBFX not far ahead at 5.56%.
FRIAX
1.81%
0.85%
1.05%
8.98%
7.51%
5.50%
AMBFX
1.63%
-0.85%
0.18%
7.49%
6.80%
5.56%
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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.
Risk-Adjusted Performance
FRIAX vs. AMBFX — Risk-Adjusted Performance Rank
FRIAX
AMBFX
FRIAX vs. AMBFX - Risk-Adjusted Performance 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.
Dividends
FRIAX vs. AMBFX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.13%, more than AMBFX's 2.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.13% | 5.64% | 5.71% | 5.60% | 4.80% | 5.26% | 5.15% | 5.67% | 5.08% | 5.25% | 5.77% | 5.08% |
AMBFX American Funds American Balanced Fund® Class F-2 | 2.27% | 2.31% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 2.72% | 8.40% |
Drawdowns
FRIAX vs. AMBFX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -44.47%, which is greater than AMBFX's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for FRIAX and AMBFX. For additional features, visit the drawdowns tool.
Volatility
FRIAX vs. AMBFX - Volatility Comparison
The current volatility for Franklin Income Fund Advisor Class (FRIAX) is 1.92%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 2.77%. 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.