HIX vs. FKRCX
Compare and contrast key facts about Western Asset High Income Fund II (HIX) and Franklin Gold and Precious Metals Fund (FKRCX).
HIX is a passively managed fund by Franklin Templeton that tracks the performance of the . It was launched on May 28, 1998. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
HIX vs. FKRCX - Performance Comparison
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HIX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIX Western Asset High Income Fund II | -0.88% | 13.56% | -1.32% | 15.72% | -24.60% | 13.02% | 12.36% | 27.26% | -9.99% | 7.13% |
FKRCX Franklin Gold and Precious Metals Fund | -2.21% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
Returns By Period
In the year-to-date period, HIX achieves a -0.88% return, which is significantly higher than FKRCX's -2.21% return. Over the past 10 years, HIX has underperformed FKRCX with an annualized return of 5.73%, while FKRCX has yielded a comparatively higher 17.20% annualized return.
HIX
- 1D
- 5.57%
- 1M
- -3.36%
- YTD
- -0.88%
- 6M
- -1.81%
- 1Y
- 9.56%
- 3Y*
- 7.57%
- 5Y*
- 1.20%
- 10Y*
- 5.73%
FKRCX
- 1D
- -0.11%
- 1M
- -26.98%
- YTD
- -2.21%
- 6M
- 20.89%
- 1Y
- 105.24%
- 3Y*
- 47.22%
- 5Y*
- 23.35%
- 10Y*
- 17.20%
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HIX vs. FKRCX - Expense Ratio Comparison
HIX has a 3.70% expense ratio, which is higher than FKRCX's 0.88% expense ratio.
Return for Risk
HIX vs. FKRCX — Risk / Return Rank
HIX
FKRCX
HIX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset High Income Fund II (HIX) and Franklin Gold and Precious Metals Fund (FKRCX). 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.
| HIX | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 2.51 | -1.88 |
Sortino ratioReturn per unit of downside risk | 0.95 | 2.75 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 3.41 | -2.59 |
Martin ratioReturn relative to average drawdown | 3.10 | 12.86 | -9.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HIX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 2.51 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.71 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.53 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.19 | +0.14 |
Correlation
The correlation between HIX and FKRCX is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HIX vs. FKRCX - Dividend Comparison
HIX's dividend yield for the trailing twelve months is around 14.77%, more than FKRCX's 10.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIX Western Asset High Income Fund II | 14.77% | 14.13% | 13.95% | 11.85% | 12.15% | 8.21% | 8.53% | 8.28% | 9.50% | 8.73% | 10.53% | 13.12% |
FKRCX Franklin Gold and Precious Metals Fund | 10.99% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% |
Drawdowns
HIX vs. FKRCX - Drawdown Comparison
The maximum HIX drawdown since its inception was -61.03%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for HIX and FKRCX.
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Drawdown Indicators
| HIX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -78.85% | +17.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -31.15% | +20.08% |
Max Drawdown (5Y)Largest decline over 5 years | -38.75% | -48.79% | +10.04% |
Max Drawdown (10Y)Largest decline over 10 years | -44.77% | -49.54% | +4.77% |
Current DrawdownCurrent decline from peak | -7.38% | -27.32% | +19.94% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -33.79% | +24.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 8.25% | -5.34% |
Volatility
HIX vs. FKRCX - Volatility Comparison
The current volatility for Western Asset High Income Fund II (HIX) is 7.56%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 15.80%. This indicates that HIX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HIX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 15.80% | -8.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 34.39% | -23.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 42.42% | -27.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 33.08% | -16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 32.80% | -14.70% |