Correlation
The correlation between FRIAX and FSIDX is 0.73, 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.
FRIAX vs. FSIDX
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.
Performance
FRIAX vs. FSIDX - Performance Comparison
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Key characteristics
FRIAX:
1.03
FSIDX:
0.86
FRIAX:
1.30
FSIDX:
1.08
FRIAX:
1.21
FSIDX:
1.15
FRIAX:
1.02
FSIDX:
0.71
FRIAX:
4.23
FSIDX:
2.71
FRIAX:
1.71%
FSIDX:
3.30%
FRIAX:
8.00%
FSIDX:
12.32%
FRIAX:
-43.22%
FSIDX:
-58.84%
FRIAX:
-0.70%
FSIDX:
-3.07%
Returns By Period
The year-to-date returns for both stocks are quite close, with FRIAX having a 2.40% return and FSIDX slightly lower at 2.35%. Over the past 10 years, FRIAX has underperformed FSIDX with an annualized return of 5.64%, while FSIDX has yielded a comparatively higher 7.91% annualized return.
FRIAX
2.40%
1.78%
-0.12%
8.15%
4.58%
8.94%
5.64%
FSIDX
2.35%
2.52%
-2.91%
10.50%
6.30%
9.76%
7.91%
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FRIAX vs. FSIDX - Expense Ratio Comparison
FRIAX has a 0.46% expense ratio, which is lower than FSIDX's 0.72% expense ratio.
Risk-Adjusted Performance
FRIAX vs. FSIDX — Risk-Adjusted Performance Rank
FRIAX
FSIDX
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.
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Dividends
FRIAX vs. FSIDX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.64%, more than FSIDX's 5.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.64% | 5.64% | 5.71% | 5.60% | 6.88% | 5.26% | 5.15% | 5.67% | 5.08% | 5.25% | 5.77% | 5.08% |
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 5.20% | 5.25% | 5.70% | 4.22% | 8.42% | 5.67% | 6.69% | 8.18% | 7.43% | 4.92% | 6.37% | 8.28% |
Drawdowns
FRIAX vs. FSIDX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -43.22%, smaller than the maximum FSIDX drawdown of -58.84%. Use the drawdown chart below to compare losses from any high point for FRIAX and FSIDX.
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Volatility
FRIAX vs. FSIDX - Volatility Comparison
The current volatility for Franklin Income Fund Advisor Class (FRIAX) is 2.30%, while Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) has a volatility of 3.24%. This indicates that FRIAX experiences smaller price fluctuations and is considered to be less risky than FSIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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