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GSBFX vs. FKINX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GSBFX and FKINX is 0.70, 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.


-0.50.00.51.00.7

Performance

GSBFX vs. FKINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Goldman Sachs Income Builder Fund (GSBFX) and Franklin Income Fund Class A1 (FKINX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%SeptemberOctoberNovemberDecember2025
4.51%
2.31%
GSBFX
FKINX

Key characteristics

Sharpe Ratio

GSBFX:

1.78

FKINX:

1.58

Sortino Ratio

GSBFX:

2.47

FKINX:

2.19

Omega Ratio

GSBFX:

1.33

FKINX:

1.33

Calmar Ratio

GSBFX:

2.49

FKINX:

2.42

Martin Ratio

GSBFX:

7.96

FKINX:

7.57

Ulcer Index

GSBFX:

1.29%

FKINX:

1.18%

Daily Std Dev

GSBFX:

5.76%

FKINX:

5.68%

Max Drawdown

GSBFX:

-41.29%

FKINX:

-44.30%

Current Drawdown

GSBFX:

-1.21%

FKINX:

-1.60%

Returns By Period

In the year-to-date period, GSBFX achieves a 2.38% return, which is significantly higher than FKINX's 1.32% return. Both investments have delivered pretty close results over the past 10 years, with GSBFX having a 5.66% annualized return and FKINX not far behind at 5.40%.


GSBFX

YTD

2.38%

1M

2.38%

6M

4.52%

1Y

9.90%

5Y*

5.19%

10Y*

5.66%

FKINX

YTD

1.32%

1M

1.32%

6M

2.31%

1Y

8.44%

5Y*

6.07%

10Y*

5.40%

*Annualized

Compare stocks, funds, or ETFs

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


GSBFX vs. FKINX - Expense Ratio Comparison

GSBFX has a 0.79% expense ratio, which is higher than FKINX's 0.62% expense ratio.


GSBFX
Goldman Sachs Income Builder Fund
Expense ratio chart for GSBFX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for FKINX: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%

Risk-Adjusted Performance

GSBFX vs. FKINX — Risk-Adjusted Performance Rank

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

GSBFX
The Risk-Adjusted Performance Rank of GSBFX is 8585
Overall Rank
The Sharpe Ratio Rank of GSBFX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of GSBFX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of GSBFX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of GSBFX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of GSBFX is 8181
Martin Ratio Rank

FKINX
The Risk-Adjusted Performance Rank of FKINX is 8282
Overall Rank
The Sharpe Ratio Rank of FKINX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of FKINX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of FKINX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of FKINX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of FKINX is 7979
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.

GSBFX vs. FKINX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Income Builder Fund (GSBFX) and Franklin Income Fund Class A1 (FKINX). 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.


Sharpe ratio
The chart of Sharpe ratio for GSBFX, currently valued at 1.78, compared to the broader market-1.000.001.002.003.004.001.781.58
The chart of Sortino ratio for GSBFX, currently valued at 2.47, compared to the broader market0.002.004.006.008.0010.0012.002.472.19
The chart of Omega ratio for GSBFX, currently valued at 1.33, compared to the broader market1.002.003.004.001.331.33
The chart of Calmar ratio for GSBFX, currently valued at 2.49, compared to the broader market0.005.0010.0015.002.492.42
The chart of Martin ratio for GSBFX, currently valued at 7.96, compared to the broader market0.0020.0040.0060.0080.007.967.57
GSBFX
FKINX

The current GSBFX Sharpe Ratio is 1.78, which is comparable to the FKINX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of GSBFX and FKINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025
1.78
1.58
GSBFX
FKINX

Dividends

GSBFX vs. FKINX - Dividend Comparison

GSBFX's dividend yield for the trailing twelve months is around 3.80%, less than FKINX's 5.08% yield.


TTM20242023202220212020201920182017201620152014
GSBFX
Goldman Sachs Income Builder Fund
3.80%4.14%4.09%4.10%3.12%3.05%3.85%5.66%5.52%3.78%4.33%4.07%
FKINX
Franklin Income Fund Class A1
5.08%5.59%5.67%5.46%4.33%5.22%5.11%6.07%5.04%5.63%5.71%5.04%

Drawdowns

GSBFX vs. FKINX - Drawdown Comparison

The maximum GSBFX drawdown since its inception was -41.29%, smaller than the maximum FKINX drawdown of -44.30%. Use the drawdown chart below to compare losses from any high point for GSBFX and FKINX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025
-1.21%
-1.60%
GSBFX
FKINX

Volatility

GSBFX vs. FKINX - Volatility Comparison

Goldman Sachs Income Builder Fund (GSBFX) and Franklin Income Fund Class A1 (FKINX) have volatilities of 1.74% and 1.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%2.50%SeptemberOctoberNovemberDecember2025
1.74%
1.66%
GSBFX
FKINX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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