TFEQX vs. FKINX
Compare and contrast key facts about Templeton Institutional Fund International Equity Series (TFEQX) and Franklin Income Fund Class A1 (FKINX).
TFEQX is managed by Franklin Templeton. It was launched on Oct 17, 1990. FKINX is managed by Franklin Templeton.
Performance
TFEQX vs. FKINX - Performance Comparison
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TFEQX vs. FKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TFEQX Templeton Institutional Fund International Equity Series | 5.35% | 31.58% | 9.44% | 22.68% | -9.21% | 5.70% | 5.29% | 11.56% | -17.40% | 19.78% |
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, TFEQX achieves a 5.35% return, which is significantly higher than FKINX's 2.96% return. Over the past 10 years, TFEQX has outperformed FKINX with an annualized return of 8.22%, while FKINX has yielded a comparatively lower 7.65% annualized return.
TFEQX
- 1D
- 2.71%
- 1M
- -7.17%
- YTD
- 5.35%
- 6M
- 8.79%
- 1Y
- 27.96%
- 3Y*
- 19.29%
- 5Y*
- 11.00%
- 10Y*
- 8.22%
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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TFEQX vs. FKINX - Expense Ratio Comparison
TFEQX has a 0.83% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Return for Risk
TFEQX vs. FKINX — Risk / Return Rank
TFEQX
FKINX
TFEQX vs. FKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Institutional Fund International Equity Series (TFEQX) 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.
| TFEQX | FKINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.66 | -0.15 |
Sortino ratioReturn per unit of downside risk | 2.08 | 2.34 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.38 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.94 | +0.12 |
Martin ratioReturn relative to average drawdown | 8.50 | 9.23 | -0.73 |
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
| TFEQX | FKINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.66 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.85 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.82 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.90 | -0.45 |
Correlation
The correlation between TFEQX 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
TFEQX vs. FKINX - Dividend Comparison
TFEQX's dividend yield for the trailing twelve months is around 40.67%, more than FKINX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFEQX Templeton Institutional Fund International Equity Series | 40.67% | 42.84% | 16.75% | 14.08% | 6.20% | 34.04% | 6.78% | 6.65% | 22.18% | 1.60% | 3.46% | 2.46% |
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
TFEQX vs. FKINX - Drawdown Comparison
The maximum TFEQX drawdown since its inception was -57.70%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for TFEQX and FKINX.
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Drawdown Indicators
| TFEQX | FKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.70% | -43.18% | -14.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -6.72% | -6.33% |
Max Drawdown (5Y)Largest decline over 5 years | -29.77% | -13.20% | -16.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.65% | -23.91% | -18.74% |
Current DrawdownCurrent decline from peak | -8.97% | -1.88% | -7.09% |
Average DrawdownAverage peak-to-trough decline | -10.55% | -3.73% | -6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 1.41% | +1.74% |
Volatility
TFEQX vs. FKINX - Volatility Comparison
Templeton Institutional Fund International Equity Series (TFEQX) has a higher volatility of 7.11% compared to Franklin Income Fund Class A1 (FKINX) at 2.19%. This indicates that TFEQX'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
| TFEQX | FKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 2.19% | +4.92% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 4.17% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.51% | 7.87% | +10.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.54% | 7.95% | +10.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.58% | 9.31% | +8.27% |