AMHYX vs. VWEHX
Compare and contrast key facts about Invesco High Yield Fund (AMHYX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
AMHYX is managed by Invesco. It was launched on Jul 11, 1978. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMHYX or VWEHX.
Correlation
The correlation between AMHYX and VWEHX is 0.67, 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
AMHYX vs. VWEHX - Performance Comparison
Key characteristics
AMHYX:
2.19
VWEHX:
2.28
AMHYX:
3.73
VWEHX:
3.67
AMHYX:
1.56
VWEHX:
1.54
AMHYX:
4.71
VWEHX:
3.87
AMHYX:
14.75
VWEHX:
12.21
AMHYX:
0.55%
VWEHX:
0.59%
AMHYX:
3.67%
VWEHX:
3.15%
AMHYX:
-43.75%
VWEHX:
-30.17%
AMHYX:
-0.46%
VWEHX:
-0.21%
Returns By Period
In the year-to-date period, AMHYX achieves a 0.28% return, which is significantly lower than VWEHX's 0.55% return. Over the past 10 years, AMHYX has underperformed VWEHX with an annualized return of 3.59%, while VWEHX has yielded a comparatively higher 4.40% annualized return.
AMHYX
0.28%
0.28%
4.58%
8.06%
2.94%
3.59%
VWEHX
0.55%
0.37%
3.74%
6.99%
3.41%
4.40%
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AMHYX vs. VWEHX - Expense Ratio Comparison
AMHYX has a 1.03% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
AMHYX vs. VWEHX — Risk-Adjusted Performance Rank
AMHYX
VWEHX
AMHYX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco High Yield Fund (AMHYX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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
AMHYX vs. VWEHX - Dividend Comparison
AMHYX's dividend yield for the trailing twelve months is around 5.98%, more than VWEHX's 5.60% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Invesco High Yield Fund | 5.98% | 6.54% | 6.11% | 4.93% | 4.56% | 5.99% | 5.61% | 5.32% | 4.87% | 5.41% | 6.13% | 5.97% |
Vanguard High-Yield Corporate Fund Investor Shares | 5.60% | 6.13% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% |
Drawdowns
AMHYX vs. VWEHX - Drawdown Comparison
The maximum AMHYX drawdown since its inception was -43.75%, which is greater than VWEHX's maximum drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for AMHYX and VWEHX. For additional features, visit the drawdowns tool.
Volatility
AMHYX vs. VWEHX - Volatility Comparison
Invesco High Yield Fund (AMHYX) has a higher volatility of 1.04% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 0.81%. This indicates that AMHYX's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.