BANX vs. FFANX
Compare and contrast key facts about StoneCastle Financial Corp. (BANX) and Fidelity Asset Manager 40% Fund (FFANX).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BANX or FFANX.
Key characteristics
| BANX | FFANX | |
|---|---|---|
| YTD Return | 3.51% | 0.61% |
| 1Y Return | 22.31% | 6.88% |
| 3Y Return (Ann) | 7.28% | 0.43% |
| 5Y Return (Ann) | 5.62% | 4.91% |
| 10Y Return (Ann) | 5.50% | 4.72% |
| Sharpe Ratio | 0.81 | 0.97 |
| Daily Std Dev | 24.80% | 6.56% |
| Max Drawdown | -55.06% | -31.68% |
| Current Drawdown | -3.62% | -3.76% |
Correlation
The correlation between BANX and FFANX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BANX vs. FFANX - Performance Comparison
In the year-to-date period, BANX achieves a 3.51% return, which is significantly higher than FFANX's 0.61% return. Over the past 10 years, BANX has outperformed FFANX with an annualized return of 5.50%, while FFANX has yielded a comparatively lower 4.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BANX vs. FFANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and Fidelity Asset Manager 40% Fund (FFANX). 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
BANX vs. FFANX - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 12.32%, more than FFANX's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 12.32% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% | 1.14% |
FFANX Fidelity Asset Manager 40% Fund | 2.56% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 3.03% | 1.84% | 1.93% | 4.87% | 4.36% |
Drawdowns
BANX vs. FFANX - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, which is greater than FFANX's maximum drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for BANX and FFANX. For additional features, visit the drawdowns tool.
Volatility
BANX vs. FFANX - Volatility Comparison
StoneCastle Financial Corp. (BANX) has a higher volatility of 3.43% compared to Fidelity Asset Manager 40% Fund (FFANX) at 2.14%. This indicates that BANX's price experiences larger fluctuations and is considered to be riskier than FFANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.