SWJRX vs. FKINX
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Franklin Income Fund Class A1 (FKINX).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. FKINX is managed by Franklin Templeton.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWJRX or FKINX.
Correlation
The correlation between SWJRX and FKINX is 0.77, 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
SWJRX vs. FKINX - Performance Comparison
Key characteristics
SWJRX:
1.13
FKINX:
2.00
SWJRX:
1.62
FKINX:
2.85
SWJRX:
1.20
FKINX:
1.43
SWJRX:
0.56
FKINX:
2.92
SWJRX:
3.40
FKINX:
9.15
SWJRX:
2.16%
FKINX:
1.18%
SWJRX:
6.50%
FKINX:
5.41%
SWJRX:
-25.61%
FKINX:
-44.30%
SWJRX:
-4.82%
FKINX:
-0.31%
Returns By Period
In the year-to-date period, SWJRX achieves a 2.46% return, which is significantly lower than FKINX's 2.65% return. Over the past 10 years, SWJRX has underperformed FKINX with an annualized return of 1.80%, while FKINX has yielded a comparatively higher 5.31% annualized return.
SWJRX
2.46%
1.63%
0.07%
7.46%
1.40%
1.80%
FKINX
2.65%
1.31%
2.36%
10.82%
6.09%
5.31%
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SWJRX vs. FKINX - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than FKINX's 0.62% expense ratio.
Risk-Adjusted Performance
SWJRX vs. FKINX — Risk-Adjusted Performance Rank
SWJRX
FKINX
SWJRX vs. FKINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) 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
SWJRX vs. FKINX - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.86%, less than FKINX's 5.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.86% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
FKINX Franklin Income Fund Class A1 | 5.50% | 5.59% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% |
Drawdowns
SWJRX vs. FKINX - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, smaller than the maximum FKINX drawdown of -44.30%. Use the drawdown chart below to compare losses from any high point for SWJRX and FKINX. For additional features, visit the drawdowns tool.
Volatility
SWJRX vs. FKINX - Volatility Comparison
Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a higher volatility of 2.09% compared to Franklin Income Fund Class A1 (FKINX) at 1.52%. This indicates that SWJRX'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.