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TEMFX vs. FKINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TEMFX vs. FKINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Foreign Fund Class A (TEMFX) and Franklin Income Fund Class A1 (FKINX). The values are adjusted to include any dividend payments, if applicable.

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TEMFX vs. FKINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TEMFX
Templeton Foreign Fund Class A
0.32%28.45%-2.47%19.93%-3.58%5.05%-0.49%12.46%-15.02%17.08%
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, TEMFX achieves a 0.32% return, which is significantly lower than FKINX's 2.96% return. Over the past 10 years, TEMFX has underperformed FKINX with an annualized return of 6.76%, while FKINX has yielded a comparatively higher 7.65% annualized return.


TEMFX

1D
2.81%
1M
-6.77%
YTD
0.32%
6M
3.00%
1Y
18.62%
3Y*
11.10%
5Y*
6.87%
10Y*
6.76%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TEMFX vs. FKINX - Expense Ratio Comparison

TEMFX has a 1.10% expense ratio, which is higher than FKINX's 0.62% expense ratio.


Return for Risk

TEMFX vs. FKINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TEMFX
TEMFX Risk / Return Rank: 4646
Overall Rank
TEMFX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
TEMFX Sortino Ratio Rank: 4646
Sortino Ratio Rank
TEMFX Omega Ratio Rank: 4646
Omega Ratio Rank
TEMFX Calmar Ratio Rank: 4343
Calmar Ratio Rank
TEMFX Martin Ratio Rank: 4646
Martin Ratio Rank

FKINX
FKINX Risk / Return Rank: 8585
Overall Rank
FKINX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FKINX Sortino Ratio Rank: 8686
Sortino Ratio Rank
FKINX Omega Ratio Rank: 8787
Omega Ratio Rank
FKINX Calmar Ratio Rank: 7979
Calmar Ratio Rank
FKINX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TEMFX vs. FKINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) 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.


TEMFXFKINXDifference

Sharpe ratio

Return per unit of total volatility

1.00

1.66

-0.66

Sortino ratio

Return per unit of downside risk

1.44

2.34

-0.89

Omega ratio

Gain probability vs. loss probability

1.21

1.38

-0.17

Calmar ratio

Return relative to maximum drawdown

1.22

1.94

-0.72

Martin ratio

Return relative to average drawdown

4.96

9.23

-4.27

TEMFX vs. FKINX - Sharpe Ratio Comparison

The current TEMFX Sharpe Ratio is 1.00, which is lower than the FKINX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of TEMFX and FKINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TEMFXFKINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

1.66

-0.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.85

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.82

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.90

-0.44

Correlation

The correlation between TEMFX and FKINX is 0.55, 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

TEMFX vs. FKINX - Dividend Comparison

TEMFX's dividend yield for the trailing twelve months is around 3.69%, less than FKINX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
TEMFX
Templeton Foreign Fund Class A
3.69%3.71%2.35%2.43%1.19%4.10%1.32%3.31%2.65%1.39%1.88%0.05%
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

TEMFX vs. FKINX - Drawdown Comparison

The maximum TEMFX drawdown since its inception was -59.62%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for TEMFX and FKINX.


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Drawdown Indicators


TEMFXFKINXDifference

Max Drawdown

Largest peak-to-trough decline

-59.62%

-43.18%

-16.44%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-6.72%

-7.79%

Max Drawdown (5Y)

Largest decline over 5 years

-28.99%

-13.20%

-15.79%

Max Drawdown (10Y)

Largest decline over 10 years

-42.56%

-23.91%

-18.65%

Current Drawdown

Current decline from peak

-9.26%

-1.88%

-7.38%

Average Drawdown

Average peak-to-trough decline

-9.41%

-3.73%

-5.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.56%

1.41%

+2.15%

Volatility

TEMFX vs. FKINX - Volatility Comparison

Templeton Foreign Fund Class A (TEMFX) has a higher volatility of 7.31% compared to Franklin Income Fund Class A1 (FKINX) at 2.19%. This indicates that TEMFX'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


TEMFXFKINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

2.19%

+5.12%

Volatility (6M)

Calculated over the trailing 6-month period

11.19%

4.17%

+7.02%

Volatility (1Y)

Calculated over the trailing 1-year period

18.76%

7.87%

+10.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.89%

7.95%

+9.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.17%

9.31%

+7.86%