INCE ranks 4th and PCPP 20th of 36 funds in the Multi-Asset Allocation Category.
INCE vs PCPP
INCE −0.46pt a year
0.29%0.75%
INCE 2.3×the volume
47.6K20.6K
INCE vs PCPP Performance
−0.4%+3.2%
- INCE 0.29%, better
- PCPP 0.75%
- INCE $360M
- PCPP $33M
- INCE +21.1%
- PCPP
- INCE 5.08%
- PCPP
- INCE 116
- PCPP 32
- INCE 47.6K sh, better
- PCPP 20.6K sh
- INCE $67.35
- PCPP $27.67
ETF.net Grade
| Pillar | INCE | PCPP |
|---|---|---|
| Cost | A82Higher | D38 |
| Mission | A82 | |
| Risk | B65 | B69Higher |
| Tradability | B64Higher | D37 |
| Holdings | A73Higher | C50 |
| Durability | A85Higher | F12 |
Rank among Multi-Asset Allocation funds
Same Category. INCE and PCPP are both graded against the same 36 Multi-Asset Allocation funds, so their Grades compare head to head.
Our read on each fund
INCEA
PCPPC
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
INCE vs PCPP 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.
INCE vs PCPP Cost
Overpaying PCPP vs INCE
$8,530
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
INCE 0.29%
$5,952
PCPP 0.75%
$14,482
Cost over time
Year by year
| Year | INCE | PCPP | Overpaying |
|---|---|---|---|
| 10 | $527 | $1,336 | $809 |
| 20 | $2,044 | $5,078 | $3,034 |
| 30 | $5,952 | $14,482 | $8,530 |
- 0.29%INCE, cheaper
- 0.75%PCPP
- Middle half of Multi-Asset Allocation funds
- Median 0.61%
INCE 6th cheapest of 36 funds
PCPP 22nd cheapest of 36 funds
INCE vs PCPP Dividends
- INCE 5.08%
- PCPP
- INCE $3.42
- PCPP None
- INCE $0.30
- PCPP
- INCE Oct 30, 2026
- PCPP
- INCE Nov 4, 2026
- PCPP
- INCE Monthly
- PCPP
Distribution history
INCE vs PCPP Risk
Fall from peak · 5 years
Risk facts
- Volatility
- INCE 10.8%PCPP
- Return per unit of risk
- INCE 1.28PCPP
- Worst fall
- INCE −18.4%PCPP
- Market sensitivity
- INCE 0.60PCPP 1.86
Popular comparisons
- 0.29% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.06%
- 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.
- 0.75% · 0.15%
- 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.
- 0.75% · 0.08%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.