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FRIAX vs. AMECX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FRIAX and AMECX is 0.48, 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

FRIAX vs. AMECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Advisor Class (FRIAX) and American Funds The Income Fund of America Class A (AMECX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


FRIAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AMECX

YTD

5.00%

1M

4.60%

6M

-0.18%

1Y

9.38%

5Y*

8.45%

10Y*

4.82%

*Annualized

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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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FRIAX
The Risk-Adjusted Performance Rank of FRIAX is 7575
Overall Rank
The Sharpe Ratio Rank of FRIAX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of FRIAX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FRIAX is 7676
Omega Ratio Rank
The Calmar Ratio Rank of FRIAX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of FRIAX is 7878
Martin Ratio Rank

AMECX
The Risk-Adjusted Performance Rank of AMECX is 8585
Overall Rank
The Sharpe Ratio Rank of AMECX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AMECX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of AMECX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of AMECX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of AMECX is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 has not paid dividends to shareholders, while AMECX's dividend yield for the trailing twelve months is around 3.93%.


TTM20242023202220212020201920182017201620152014
FRIAX
Franklin Income Fund Advisor Class
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AMECX
American Funds The Income Fund of America Class A
3.93%4.10%3.66%3.38%2.86%3.19%3.20%3.35%2.82%3.09%3.26%3.66%

Drawdowns

FRIAX vs. AMECX - Drawdown Comparison


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Volatility

FRIAX vs. AMECX - Volatility Comparison


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