GSBFX vs. FKINX
Compare and contrast key facts about Goldman Sachs Income Builder Fund (GSBFX) and Franklin Income Fund Class A1 (FKINX).
GSBFX is managed by Goldman Sachs. It was launched on Oct 11, 1994. FKINX is managed by Franklin Templeton.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSBFX or FKINX.
Key characteristics
| GSBFX | FKINX | |
|---|---|---|
| YTD Return | 9.27% | 8.66% |
| 1Y Return | 21.04% | 20.61% |
| 3Y Return (Ann) | 3.56% | 4.68% |
| 5Y Return (Ann) | 6.16% | 6.80% |
| 10Y Return (Ann) | 5.42% | 5.48% |
| Sharpe Ratio | 3.55 | 3.32 |
| Sortino Ratio | 5.42 | 5.06 |
| Omega Ratio | 1.74 | 1.84 |
| Calmar Ratio | 2.12 | 2.27 |
| Martin Ratio | 25.86 | 27.15 |
| Ulcer Index | 0.83% | 0.76% |
| Daily Std Dev | 6.03% | 6.20% |
| Max Drawdown | -37.68% | -43.23% |
| Current Drawdown | -1.57% | -1.63% |
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.
Performance
GSBFX vs. FKINX - Performance Comparison
In the year-to-date period, GSBFX achieves a 9.27% return, which is significantly higher than FKINX's 8.66% return. Both investments have delivered pretty close results over the past 10 years, with GSBFX having a 5.42% annualized return and FKINX not far ahead at 5.48%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GSBFX vs. FKINX - Expense Ratio Comparison
GSBFX has a 0.79% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Risk-Adjusted Performance
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.
Dividends
GSBFX vs. FKINX - Dividend Comparison
GSBFX's dividend yield for the trailing twelve months is around 3.65%, less than FKINX's 5.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSBFX Goldman Sachs Income Builder Fund | 3.65% | 4.09% | 4.10% | 6.66% | 3.05% | 3.52% | 3.98% | 3.52% | 3.78% | 4.33% | 4.35% | 4.59% |
FKINX Franklin Income Fund Class A1 | 5.24% | 5.51% | 5.22% | 6.52% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.02% | 5.35% |
Drawdowns
GSBFX vs. FKINX - Drawdown Comparison
The maximum GSBFX drawdown since its inception was -37.68%, smaller than the maximum FKINX drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for GSBFX and FKINX. For additional features, visit the drawdowns tool.
Volatility
GSBFX vs. FKINX - Volatility Comparison
The current volatility for Goldman Sachs Income Builder Fund (GSBFX) is 1.22%, while Franklin Income Fund Class A1 (FKINX) has a volatility of 1.41%. This indicates that GSBFX experiences smaller price fluctuations and is considered to be less risky than FKINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.