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.
Performance
FRIAX vs. AMECX - Performance Comparison
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FRIAX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 3.03% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, FRIAX achieves a 3.03% return, which is significantly higher than AMECX's 2.83% return. Over the past 10 years, FRIAX has underperformed AMECX with an annualized return of 7.81%, while AMECX has yielded a comparatively higher 8.35% annualized return.
FRIAX
- 1D
- 0.80%
- 1M
- -1.57%
- YTD
- 3.03%
- 6M
- 5.15%
- 1Y
- 12.76%
- 3Y*
- 9.45%
- 5Y*
- 6.79%
- 10Y*
- 7.81%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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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.
Return for Risk
FRIAX vs. AMECX — Risk / Return Rank
FRIAX
AMECX
FRIAX vs. AMECX - Risk-Adjusted Trends 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.
| FRIAX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.70 | 1.65 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.46 | 2.27 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.34 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.08 | 1.97 | +0.12 |
Martin ratioReturn relative to average drawdown | 10.22 | 9.13 | +1.08 |
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 | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 1.65 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.86 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.79 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.72 | +0.08 |
Correlation
The correlation between FRIAX and AMECX is 0.78, 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. AMECX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.26%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.26% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
FRIAX vs. AMECX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -43.23%, roughly equal to the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for FRIAX and AMECX.
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Drawdown Indicators
| FRIAX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.23% | -41.92% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -8.19% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -15.78% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -24.10% | -26.13% | +2.03% |
Current DrawdownCurrent decline from peak | -1.89% | -4.48% | +2.59% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -4.46% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 1.77% | -0.47% |
Volatility
FRIAX vs. AMECX - Volatility Comparison
The current volatility for Franklin Income Fund Advisor Class (FRIAX) is 2.29%, while American Funds The Income Fund of America Class A (AMECX) has a volatility of 3.35%. This indicates that FRIAX experiences smaller price fluctuations and is considered to be less risky than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRIAX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 3.35% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 5.64% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.57% | 9.54% | -1.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.04% | 9.45% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.34% | 10.67% | -1.33% |