IDIVX vs. FKINX
Compare and contrast key facts about Integrity Dividend Harvest Fund (IDIVX) and Franklin Income Fund Class A1 (FKINX).
IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012. FKINX is managed by Franklin Templeton.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDIVX or FKINX.
Correlation
The correlation between IDIVX and FKINX is 0.76, 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.
Performance
IDIVX vs. FKINX - Performance Comparison
Key characteristics
IDIVX:
1.79
FKINX:
1.10
IDIVX:
2.48
FKINX:
1.53
IDIVX:
1.32
FKINX:
1.23
IDIVX:
3.52
FKINX:
1.51
IDIVX:
12.56
FKINX:
6.51
IDIVX:
1.49%
FKINX:
0.95%
IDIVX:
10.45%
FKINX:
5.62%
IDIVX:
-33.38%
FKINX:
-44.30%
IDIVX:
-5.15%
FKINX:
-4.10%
Returns By Period
In the year-to-date period, IDIVX achieves a 18.50% return, which is significantly higher than FKINX's 5.73% return. Over the past 10 years, IDIVX has outperformed FKINX with an annualized return of 7.10%, while FKINX has yielded a comparatively lower 5.16% annualized return.
IDIVX
18.50%
-3.13%
5.60%
20.63%
8.36%
7.10%
FKINX
5.73%
-2.90%
2.32%
6.65%
5.43%
5.16%
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IDIVX vs. FKINX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Risk-Adjusted Performance
IDIVX vs. FKINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) 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
IDIVX vs. FKINX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 2.45%, less than FKINX's 5.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 2.45% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
FKINX Franklin Income Fund Class A1 | 5.17% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
Drawdowns
IDIVX vs. FKINX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -33.38%, smaller than the maximum FKINX drawdown of -44.30%. Use the drawdown chart below to compare losses from any high point for IDIVX and FKINX. For additional features, visit the drawdowns tool.
Volatility
IDIVX vs. FKINX - Volatility Comparison
Integrity Dividend Harvest Fund (IDIVX) has a higher volatility of 3.72% compared to Franklin Income Fund Class A1 (FKINX) at 1.75%. This indicates that IDIVX's price experiences larger fluctuations and is considered to be riskier than FKINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.