BANX vs. PHD
Compare and contrast key facts about StoneCastle Financial Corp. (BANX) and Pioneer Floating Rate Fund, Inc. (PHD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BANX or PHD.
Correlation
The correlation between BANX and PHD is 0.12, 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. PHD - Performance Comparison
Key characteristics
BANX:
1.89
PHD:
2.08
BANX:
2.87
PHD:
2.72
BANX:
1.36
PHD:
1.44
BANX:
4.54
PHD:
2.11
BANX:
12.21
PHD:
20.74
BANX:
2.30%
PHD:
0.85%
BANX:
14.90%
PHD:
8.48%
BANX:
-55.06%
PHD:
-63.59%
BANX:
-1.92%
PHD:
-1.93%
Fundamentals
BANX:
$147.68M
PHD:
$120.90M
BANX:
$2.61
PHD:
$1.71
BANX:
7.95
PHD:
5.71
BANX:
0.00
PHD:
0.00
Returns By Period
In the year-to-date period, BANX achieves a 22.13% return, which is significantly higher than PHD's 16.86% return. Over the past 10 years, BANX has outperformed PHD with an annualized return of 9.43%, while PHD has yielded a comparatively lower 6.49% annualized return.
BANX
22.13%
-0.36%
14.95%
26.36%
7.20%
9.43%
PHD
16.86%
-0.27%
4.51%
17.28%
7.10%
6.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BANX vs. PHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for StoneCastle Financial Corp. (BANX) and Pioneer Floating Rate Fund, Inc. (PHD). 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. PHD - Dividend Comparison
BANX's dividend yield for the trailing twelve months is around 9.18%, less than PHD's 11.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BANX StoneCastle Financial Corp. | 9.18% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% | 1.14% |
PHD Pioneer Floating Rate Fund, Inc. | 11.38% | 11.96% | 9.78% | 6.30% | 6.71% | 7.33% | 6.71% | 6.28% | 6.13% | 6.50% | 6.50% | 7.26% |
Drawdowns
BANX vs. PHD - Drawdown Comparison
The maximum BANX drawdown since its inception was -55.06%, smaller than the maximum PHD drawdown of -63.59%. Use the drawdown chart below to compare losses from any high point for BANX and PHD. For additional features, visit the drawdowns tool.
Volatility
BANX vs. PHD - Volatility Comparison
StoneCastle Financial Corp. (BANX) and Pioneer Floating Rate Fund, Inc. (PHD) have volatilities of 1.94% and 2.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BANX vs. PHD - Financials Comparison
This section allows you to compare key financial metrics between StoneCastle Financial Corp. and Pioneer Floating Rate Fund, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities