INCE ranks 4th and RMHY 12th of 37 funds in the Multi-Asset Allocation Category.
INCE vs RMHY
INCE −0.01pt a year
0.29%0.30%
INCE 1.2×the volume
47.3K40.7K
INCE vs RMHY Performance
+2.6%−1.4%
- INCE 0.29%, better
- RMHY 0.30%
- INCE $368M
- RMHY $54M
- INCE +22.6%
- RMHY
- INCE 5.28%
- RMHY
- INCE 112
- RMHY 2
- INCE 47.3K sh, better
- RMHY 40.7K sh
- INCE $68.80
- RMHY $24.26
ETF.net Grade
| Pillar | INCE | RMHY |
|---|---|---|
| Cost | A82Higher | A78 |
| Mission | ||
| Risk | B64Higher | B58 |
| Tradability | B65Higher | B59 |
| Holdings | A74Higher | D26 |
| Durability | A85Higher | D33 |
Rank among Multi-Asset Allocation funds
Same Category. INCE and RMHY are both graded against the same 37 Multi-Asset Allocation funds, so their Grades compare head to head.
Our read on each fund
INCEA
RMHYB
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 RMHY 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 RMHY Cost
Overpaying RMHY vs INCE
$197
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
INCE 0.29%
$5,952
RMHY 0.30%
$6,149
Cost over time
Year by year
| Year | INCE | RMHY | Overpaying |
|---|---|---|---|
| 10 | $527 | $545 | $18 |
| 20 | $2,044 | $2,113 | $69 |
| 30 | $5,952 | $6,149 | $197 |
- 0.29%INCE, cheaper
- 0.30%RMHY
- Middle half of Multi-Asset Allocation funds
- Median 0.57%
INCE 7th cheapest of 37 funds
RMHY 9th cheapest of 37 funds
INCE vs RMHY Dividends
- INCE 5.28%
- RMHY
- INCE $3.64
- RMHY
- INCE $0.30
- RMHY $0.14
- INCE Oct 30, 2026
- RMHY Oct 1, 2026
- INCE Pays Nov 4, 2026
- RMHY Oct 6, 2026
- INCE Monthly
- RMHY Monthly
Distribution history
INCE vs RMHY Risk
Fall from peak · 5 years
Risk facts
- Volatility
- INCE 10.8%RMHY
- Return per unit of risk
- INCE 1.28RMHY
- Worst fall
- INCE −18.4%RMHY
- Market sensitivity
- INCE 0.60RMHY 0.78
Popular comparisons
- 0.29% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 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.
- 0.30% · 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.
- 0.30% · 0.08%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.