LBGIX vs. FKINX
Compare and contrast key facts about ClearBridge Mid Cap Growth Fund (LBGIX) and Franklin Income Fund Class A1 (FKINX).
LBGIX is managed by Franklin Templeton. It was launched on Aug 31, 2010. FKINX is managed by Franklin Templeton.
Performance
LBGIX vs. FKINX - Performance Comparison
Loading graphics...
LBGIX vs. FKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | -5.72% | 3.06% | 18.83% | 29.07% | -33.31% | 22.59% | 45.33% | 30.88% | -6.11% | 23.02% |
FKINX Franklin Income Fund Class A1 | 2.96% | 12.24% | 7.12% | 8.65% | -5.29% | 17.21% | 3.57% | 15.75% | -5.54% | 8.43% |
Returns By Period
In the year-to-date period, LBGIX achieves a -5.72% return, which is significantly lower than FKINX's 2.96% return. Over the past 10 years, LBGIX has outperformed FKINX with an annualized return of 10.90%, while FKINX has yielded a comparatively lower 7.65% annualized return.
LBGIX
- 1D
- 3.63%
- 1M
- -6.93%
- YTD
- -5.72%
- 6M
- -9.55%
- 1Y
- 6.44%
- 3Y*
- 10.83%
- 5Y*
- 2.83%
- 10Y*
- 10.90%
FKINX
- 1D
- 0.79%
- 1M
- -1.55%
- YTD
- 2.96%
- 6M
- 5.46%
- 1Y
- 12.96%
- 3Y*
- 9.39%
- 5Y*
- 6.73%
- 10Y*
- 7.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LBGIX vs. FKINX - Expense Ratio Comparison
LBGIX has a 0.85% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Return for Risk
LBGIX vs. FKINX — Risk / Return Rank
LBGIX
FKINX
LBGIX vs. FKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Growth Fund (LBGIX) 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.
| LBGIX | FKINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 1.66 | -1.35 |
Sortino ratioReturn per unit of downside risk | 0.62 | 2.34 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.38 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.94 | -1.44 |
Martin ratioReturn relative to average drawdown | 1.58 | 9.23 | -7.65 |
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
| LBGIX | FKINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 1.66 | -1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.85 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.82 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.90 | -0.33 |
Correlation
The correlation between LBGIX and FKINX is 0.62, 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
LBGIX vs. FKINX - Dividend Comparison
LBGIX's dividend yield for the trailing twelve months is around 6.99%, more than FKINX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | 6.99% | 6.59% | 0.00% | 0.00% | 0.00% | 4.17% | 14.62% | 8.02% | 11.85% | 2.29% | 0.00% | 0.00% |
FKINX Franklin Income Fund Class A1 | 5.10% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
Drawdowns
LBGIX vs. FKINX - Drawdown Comparison
The maximum LBGIX drawdown since its inception was -41.56%, roughly equal to the maximum FKINX drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for LBGIX and FKINX.
Loading graphics...
Drawdown Indicators
| LBGIX | FKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.56% | -43.18% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -6.72% | -7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.56% | -13.20% | -28.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | -23.91% | -17.65% |
Current DrawdownCurrent decline from peak | -11.27% | -1.88% | -9.39% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -3.73% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 1.41% | +3.01% |
Volatility
LBGIX vs. FKINX - Volatility Comparison
ClearBridge Mid Cap Growth Fund (LBGIX) has a higher volatility of 7.57% compared to Franklin Income Fund Class A1 (FKINX) at 2.19%. This indicates that LBGIX'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.
Loading graphics...
Volatility by Period
| LBGIX | FKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.57% | 2.19% | +5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 13.47% | 4.17% | +9.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 7.87% | +15.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.58% | 7.95% | +15.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.66% | 9.31% | +13.35% |