SAIFX vs. FKINX
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and Franklin Income Fund Class A1 (FKINX).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. FKINX is managed by Franklin Templeton.
Performance
SAIFX vs. FKINX - Performance Comparison
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SAIFX vs. FKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 1.75% | 10.57% | 8.54% | 15.07% | -6.41% | 25.88% | 5.93% | 28.68% | -8.78% | 14.44% |
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, SAIFX achieves a 1.75% return, which is significantly lower than FKINX's 2.96% return. Over the past 10 years, SAIFX has outperformed FKINX with an annualized return of 10.08%, while FKINX has yielded a comparatively lower 7.65% annualized return.
SAIFX
- 1D
- 1.49%
- 1M
- -5.43%
- YTD
- 1.75%
- 6M
- 3.90%
- 1Y
- 12.13%
- 3Y*
- 11.89%
- 5Y*
- 8.43%
- 10Y*
- 10.08%
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%
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SAIFX vs. FKINX - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is lower than FKINX's 0.62% expense ratio.
Return for Risk
SAIFX vs. FKINX — Risk / Return Rank
SAIFX
FKINX
SAIFX vs. FKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) 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.
| SAIFX | FKINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.66 | -0.87 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.34 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.94 | -0.76 |
Martin ratioReturn relative to average drawdown | 5.03 | 9.23 | -4.20 |
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
| SAIFX | FKINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.66 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.85 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.82 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.90 | -0.16 |
Correlation
The correlation between SAIFX and FKINX is 0.67, 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
SAIFX vs. FKINX - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 11.37%, more than FKINX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 11.37% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
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
SAIFX vs. FKINX - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -53.58%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for SAIFX and FKINX.
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Drawdown Indicators
| SAIFX | FKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.58% | -43.18% | -10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -6.72% | -4.33% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -13.20% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -23.91% | -11.60% |
Current DrawdownCurrent decline from peak | -5.63% | -1.88% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -3.73% | -3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.41% | +1.16% |
Volatility
SAIFX vs. FKINX - Volatility Comparison
ClearBridge Large Cap Value Fund (SAIFX) has a higher volatility of 3.73% compared to Franklin Income Fund Class A1 (FKINX) at 2.19%. This indicates that SAIFX'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.
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Volatility by Period
| SAIFX | FKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.19% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 4.17% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 7.87% | +7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 7.95% | +7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 9.31% | +8.07% |