VWNDX vs. FKINX
Compare and contrast key facts about Vanguard Windsor Fund Investor Shares (VWNDX) and Franklin Income Fund Class A1 (FKINX).
VWNDX is managed by Vanguard. It was launched on Oct 23, 1958. FKINX is managed by Franklin Templeton.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNDX or FKINX.
Key characteristics
| VWNDX | FKINX | |
|---|---|---|
| YTD Return | 15.44% | 8.90% |
| 1Y Return | 28.15% | 18.04% |
| 3Y Return (Ann) | 8.97% | 3.87% |
| 5Y Return (Ann) | 13.21% | 6.61% |
| 10Y Return (Ann) | 10.27% | 5.25% |
| Sharpe Ratio | 2.56 | 3.03 |
| Sortino Ratio | 3.65 | 4.57 |
| Omega Ratio | 1.46 | 1.75 |
| Calmar Ratio | 3.95 | 2.77 |
| Martin Ratio | 16.10 | 22.85 |
| Ulcer Index | 1.83% | 0.79% |
| Daily Std Dev | 11.52% | 5.95% |
| Max Drawdown | -61.48% | -44.30% |
| Current Drawdown | 0.00% | -1.18% |
Correlation
The correlation between VWNDX and FKINX is 0.65, 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.
Performance
VWNDX vs. FKINX - Performance Comparison
In the year-to-date period, VWNDX achieves a 15.44% return, which is significantly higher than FKINX's 8.90% return. Over the past 10 years, VWNDX has outperformed FKINX with an annualized return of 10.27%, while FKINX has yielded a comparatively lower 5.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWNDX vs. FKINX - Expense Ratio Comparison
VWNDX has a 0.30% expense ratio, which is lower than FKINX's 0.62% expense ratio.
Risk-Adjusted Performance
VWNDX vs. FKINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Investor Shares (VWNDX) 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
VWNDX vs. FKINX - Dividend Comparison
VWNDX's dividend yield for the trailing twelve months is around 1.95%, less than FKINX's 5.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | 1.95% | 1.90% | 1.71% | 1.55% | 1.87% | 1.93% | 2.41% | 1.58% | 1.99% | 1.88% | 1.35% | 0.96% |
FKINX Franklin Income Fund Class A1 | 5.48% | 5.67% | 5.46% | 4.33% | 5.22% | 5.11% | 5.61% | 5.04% | 5.19% | 5.71% | 5.04% | 5.50% |
Drawdowns
VWNDX vs. FKINX - Drawdown Comparison
The maximum VWNDX drawdown since its inception was -61.48%, which is greater than FKINX's maximum drawdown of -44.30%. Use the drawdown chart below to compare losses from any high point for VWNDX and FKINX. For additional features, visit the drawdowns tool.
Volatility
VWNDX vs. FKINX - Volatility Comparison
Vanguard Windsor Fund Investor Shares (VWNDX) has a higher volatility of 4.01% compared to Franklin Income Fund Class A1 (FKINX) at 1.57%. This indicates that VWNDX'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.