PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FRIAX vs. FSIDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FRIAX vs. FSIDX

Last updated May 12, 2025

Compare and contrast key facts about Franklin Income Fund Advisor Class (FRIAX) and Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX).

FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997. FSIDX is managed by Fidelity. It was launched on Dec 23, 2003.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIAX or FSIDX.

Correlation

The correlation between FRIAX and FSIDX is 0.47, 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. FSIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Advisor Class (FRIAX) and Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

FRIAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSIDX

YTD

0.68%

1M

4.68%

6M

-5.60%

1Y

4.49%

5Y*

6.92%

10Y*

4.08%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FRIAX vs. FSIDX - Expense Ratio Comparison

FRIAX has a 0.46% expense ratio, which is lower than FSIDX's 0.72% expense ratio.

FSIDX
Fidelity Advisor Strategic Dividend & Income Fund Class I
FRIAX
Franklin Income Fund Advisor Class

Risk-Adjusted Performance

FRIAX vs. FSIDX — 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
FSIDX
The Risk-Adjusted Performance Rank of FSIDX is 5353
Overall Rank
The Sharpe Ratio Rank of FSIDX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of FSIDX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of FSIDX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of FSIDX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of FSIDX is 5050
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. FSIDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Advisor Class (FRIAX) and Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX). 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.

No data
No data
No data
No data

Loading data...

Dividends

FRIAX vs. FSIDX - Dividend Comparison

FRIAX has not paid dividends to shareholders, while FSIDX's dividend yield for the trailing twelve months is around 2.58%.

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%
FSIDX
Fidelity Advisor Strategic Dividend & Income Fund Class I		2.58%2.54%2.80%2.63%2.20%2.64%2.16%3.34%2.72%2.77%4.39%9.15%

Drawdowns

FRIAX vs. FSIDX - Drawdown Comparison

Loading data...

Volatility

FRIAX vs. FSIDX - Volatility Comparison

Loading data...