Correlation
The correlation between FRIAX and AMECX is 0.67, 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.
FRIAX vs. AMECX
Compare and contrast key facts about Franklin Income Fund Advisor Class (FRIAX) and American Funds The Income Fund of America Class A (AMECX).
FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIAX or AMECX.
Performance
FRIAX vs. AMECX - Performance Comparison
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Key characteristics
FRIAX:
0.80
AMECX:
1.49
FRIAX:
1.39
AMECX:
2.19
FRIAX:
1.22
AMECX:
1.34
FRIAX:
1.09
AMECX:
1.94
FRIAX:
4.51
AMECX:
9.80
FRIAX:
1.71%
AMECX:
1.70%
FRIAX:
7.92%
AMECX:
10.18%
FRIAX:
-43.22%
AMECX:
-41.93%
FRIAX:
-1.12%
AMECX:
0.00%
Returns By Period
In the year-to-date period, FRIAX achieves a 1.96% return, which is significantly lower than AMECX's 7.96% return. Over the past 10 years, FRIAX has underperformed AMECX with an annualized return of 5.73%, while AMECX has yielded a comparatively higher 7.43% annualized return.
FRIAX
1.96%
0.87%
-0.59%
6.29%
4.72%
8.32%
5.73%
AMECX
7.96%
2.71%
4.74%
14.99%
7.70%
9.67%
7.43%
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FRIAX vs. AMECX - Expense Ratio Comparison
FRIAX has a 0.46% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Risk-Adjusted Performance
FRIAX vs. AMECX — Risk-Adjusted Performance Rank
FRIAX
AMECX
FRIAX vs. AMECX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Advisor Class (FRIAX) and American Funds The Income Fund of America Class A (AMECX). 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.
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Dividends
FRIAX vs. AMECX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.77%, less than AMECX's 5.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.77% | 5.98% | 5.66% | 5.24% | 6.70% | 5.37% | 5.25% | 5.79% | 5.20% | 5.37% | 5.93% | 5.21% |
AMECX American Funds The Income Fund of America Class A | 5.95% | 6.38% | 3.66% | 6.99% | 6.67% | 3.19% | 5.37% | 7.63% | 4.97% | 3.09% | 5.09% | 3.66% |
Drawdowns
FRIAX vs. AMECX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -43.22%, roughly equal to the maximum AMECX drawdown of -41.93%. Use the drawdown chart below to compare losses from any high point for FRIAX and AMECX.
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Volatility
FRIAX vs. AMECX - Volatility Comparison
Franklin Income Fund Advisor Class (FRIAX) has a higher volatility of 2.35% compared to American Funds The Income Fund of America Class A (AMECX) at 2.17%. This indicates that FRIAX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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