FRIAX vs. SHAPX
Compare and contrast key facts about Franklin Income Fund Advisor Class (FRIAX) and ClearBridge Appreciation Fund (SHAPX).
FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
FRIAX vs. SHAPX - Performance Comparison
Loading graphics...
FRIAX vs. SHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 2.21% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
SHAPX ClearBridge Appreciation Fund | -6.24% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -2.19% | 18.31% |
Returns By Period
In the year-to-date period, FRIAX achieves a 2.21% return, which is significantly higher than SHAPX's -6.24% return. Over the past 10 years, FRIAX has underperformed SHAPX with an annualized return of 7.73%, while SHAPX has yielded a comparatively higher 11.99% annualized return.
FRIAX
- 1D
- 0.40%
- 1M
- -2.67%
- YTD
- 2.21%
- 6M
- 4.79%
- 1Y
- 11.92%
- 3Y*
- 9.16%
- 5Y*
- 6.70%
- 10Y*
- 7.73%
SHAPX
- 1D
- -0.06%
- 1M
- -7.91%
- YTD
- -6.24%
- 6M
- -5.30%
- 1Y
- 10.69%
- 3Y*
- 14.58%
- 5Y*
- 10.06%
- 10Y*
- 11.99%
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. SHAPX - Expense Ratio Comparison
FRIAX has a 0.46% expense ratio, which is lower than SHAPX's 0.93% expense ratio.
Return for Risk
FRIAX vs. SHAPX — Risk / Return Rank
FRIAX
SHAPX
FRIAX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Advisor Class (FRIAX) and ClearBridge Appreciation Fund (SHAPX). 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 | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 0.72 | +0.93 |
Sortino ratioReturn per unit of downside risk | 2.39 | 1.13 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.17 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.89 | +0.98 |
Martin ratioReturn relative to average drawdown | 9.19 | 4.11 | +5.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FRIAX | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 0.72 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.68 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.72 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.77 | +0.02 |
Correlation
The correlation between FRIAX and SHAPX 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.
Dividends
FRIAX vs. SHAPX - Dividend Comparison
FRIAX's dividend yield for the trailing twelve months is around 5.75%, less than SHAPX's 15.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIAX Franklin Income Fund Advisor Class | 5.75% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
SHAPX ClearBridge Appreciation Fund | 15.01% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
Drawdowns
FRIAX vs. SHAPX - Drawdown Comparison
The maximum FRIAX drawdown since its inception was -43.23%, smaller than the maximum SHAPX drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for FRIAX and SHAPX.
Loading graphics...
Drawdown Indicators
| FRIAX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.23% | -46.19% | +2.96% |
Max Drawdown (1Y)Largest decline over 1 year | -6.38% | -10.57% | +4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -20.53% | +6.90% |
Max Drawdown (10Y)Largest decline over 10 years | -24.10% | -32.21% | +8.11% |
Current DrawdownCurrent decline from peak | -2.67% | -8.74% | +6.07% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -4.79% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.30% | 2.29% | -0.99% |
Volatility
FRIAX vs. SHAPX - Volatility Comparison
The current volatility for Franklin Income Fund Advisor Class (FRIAX) is 2.10%, while ClearBridge Appreciation Fund (SHAPX) has a volatility of 3.74%. This indicates that FRIAX experiences smaller price fluctuations and is considered to be less risky than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FRIAX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 3.74% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 7.86% | -4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 15.90% | -8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 14.85% | -6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.34% | 16.70% | -7.36% |