FKINX vs TPINX

Both FKINX and TPINX are mutual funds. FKINX has a higher 5-year return than TPINX (1.43% vs 0.07%). FKINX has a lower expense ratio than TPINX (0.62% vs 0.94%). Below is the comparison between FKINX and TPINX.

FKINX TPINX
Segment U.S. Balanced: Allocation--30% to 50% Equity Taxable Fixed Income: World Bond
Issuer N/A Franklin Templeton Investments
Net Assets $39.74B $6.54B
Expense Ratio 0.62% 0.94%
Management Style active active
Dividend Yield 5.11% 6.12%
Minimum Investment $3,000.00 $3,000.00
YTD Return -12.88% -4.48%
1-Year Return -8.62% -6.37%
3-Year Return -0.13% -1.84%
5-Year Return 1.43% 0.07%
10-Year Return 5.40% 2.31%

FKINX description

The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund will achieve this by investing in a diversified portfolio of debt and equity securities.

FKINX performance & returns

YTD Return -12.88%
1-Month Return -0.98%
3-Month Return -13.26%
1-Year Return -8.62%
3-Year Return -0.13%
5-Year Return 1.43%
10-Year Return 5.40%
FKINX expense ratio is 0.62%.

FKINX holdings

Top 10 Holdings (13.32% of Total Assets)

Name Symbol % Assets
Community Health Systems Incorporated 9.88% N/A 1.79%
Southern Co SO 1.76%
Dominion Energy Inc D 1.66%
Tenet Healthcare Corporation 8.12% N/A 1.41%
S&P 500 Put Sep20 N/A 1.3%
United States Treasury Notes 2.38% N/A 1.25%
Verizon Communications Inc VZ 1.06%
Wells Fargo & Co WFC 1.04%
JPMorgan Chase & Co JPM 1.03%
AstraZeneca PLC AZN.L 1.02%

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TPINX description

The Fund seeks current income with capital appreciation and growth of income by investing at least 80% of its net assets in "bonds." In addition, the Fund's assets will be invested in issuers located in at least three countries including the U.S.

TPINX performance & returns

YTD Return -4.48%
1-Month Return 0.89%
3-Month Return -4.00%
1-Year Return -6.37%
3-Year Return -1.84%
5-Year Return 0.07%
10-Year Return 2.31%
TPINX expense ratio is 0.94%.

TPINX holdings

Top 10 Holdings (42.56% of Total Assets)

Name Symbol % Assets
Mexico (United Mexican States) 8% N/A 9.31%
United States Treasury Notes 1.75% N/A 9%
United States Treasury Notes 1.5% N/A 6.45%
Mexico (United Mexican States) 6.5% N/A 5.72%
Brazil (Federative Republic) 10% N/A 3.3%
India (Republic of) 8.83% N/A 2.57%
Secretaria Tesouro Nacional 0% N/A 2.13%
Indonesia (Republic of) 9.5% N/A 2.09%
Indonesia (Republic of) 8.38% N/A 1.99%

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