INCE ranks 4th and CSRA 23rd of 36 funds in the Multi-Asset Allocation Category.
CSRA vs INCE
INCE −0.51pt a year
0.80%0.29%
INCE 8.9×the volume
5.36K47.6K
CSRA vs INCE Performance
0.0%+2.3%
- CSRA 0.80%
- INCE 0.29%, better
- CSRA $19M
- INCE $360M
- CSRA
- INCE +21.1%
- CSRA
- INCE 5.08%
- CSRA 188
- INCE 116
- CSRA 5.36K sh
- INCE 47.6K sh, better
- CSRA $24.75
- INCE $67.35
ETF.net Grade
| Pillar | CSRA | INCE |
|---|---|---|
| Cost | D32 | A82Higher |
| Mission | A87 | |
| Risk | B57 | B65Higher |
| Tradability | F17 | B64Higher |
| Holdings | B69 | A73Higher |
| Durability | D34 | A85Higher |
Rank among Multi-Asset Allocation funds
Same Category. CSRA and INCE are both graded against the same 36 Multi-Asset Allocation funds, so their Grades compare head to head.
Our read on each fund
CSRAC
INCEA
In short
INCE Franklin's income playbook run through stocks instead of bonds: roughly 100 equity-focused positions, monthly payouts, and an objective that targets lower volatility than the S&P 500, at a fee well under the typical allocation fund.
Stated mandate
INCE The Fund seeks income from equity securities and related instruments while also pursuing capital appreciation and lower volatility than the S&P 500 Index.
Why people hold it
Worth knowing
CSRA vs INCE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CSRA vs INCE Cost
Overpaying CSRA vs INCE
$9,394
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CSRA 0.80%
$15,346
INCE 0.29%
$5,952
Cost over time
Year by year
| Year | CSRA | INCE | Overpaying |
|---|---|---|---|
| 10 | $1,422 | $527 | $895 |
| 20 | $5,393 | $2,044 | $3,349 |
| 30 | $15,346 | $5,952 | $9,394 |
- 0.80%CSRA
- 0.29%INCE, cheaper
- Middle half of Multi-Asset Allocation funds
- Median 0.61%
INCE 6th cheapest of 36 funds
CSRA 25th cheapest of 36 funds
CSRA vs INCE Dividends
- CSRA
- INCE 5.08%
- CSRA
- INCE $3.42
- CSRA $0.08
- INCE $0.30
- CSRA Sep 29, 2026
- INCE Oct 30, 2026
- CSRA Sep 30, 2026
- INCE Nov 4, 2026
- CSRA Irregular
- INCE Monthly
Distribution history
CSRA vs INCE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CSRA INCE 10.8%
- Return per unit of risk
- CSRA INCE 1.28
- Worst fall
- CSRA INCE −18.4%
- Market sensitivity
- CSRA 0.00INCE 0.60
Popular comparisons
- 0.80% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.29% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.80% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.29% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.80% · 0.08%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.29% · 0.08%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.