BCAAX vs. AHITX
Compare and contrast key facts about BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and American Funds American High-Income Trust (AHITX).
BCAAX is managed by Franklin Templeton Investments. It was launched on Sep 29, 2002. AHITX is managed by American Funds. It was launched on Feb 19, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCAAX or AHITX.
Correlation
The correlation between BCAAX and AHITX is 0.57, 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
BCAAX vs. AHITX - Performance Comparison
Key characteristics
BCAAX:
3.37
AHITX:
3.06
BCAAX:
6.32
AHITX:
4.98
BCAAX:
1.92
AHITX:
1.68
BCAAX:
6.14
AHITX:
5.56
BCAAX:
23.28
AHITX:
19.00
BCAAX:
0.40%
AHITX:
0.55%
BCAAX:
2.69%
AHITX:
3.40%
BCAAX:
-36.67%
AHITX:
-34.28%
BCAAX:
-0.09%
AHITX:
-0.06%
Returns By Period
In the year-to-date period, BCAAX achieves a 0.56% return, which is significantly lower than AHITX's 0.92% return. Over the past 10 years, BCAAX has underperformed AHITX with an annualized return of 1.86%, while AHITX has yielded a comparatively higher 5.03% annualized return.
BCAAX
0.56%
0.47%
4.32%
8.68%
2.71%
1.86%
AHITX
0.92%
0.72%
4.73%
9.97%
5.45%
5.03%
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BCAAX vs. AHITX - Expense Ratio Comparison
BCAAX has a 0.86% expense ratio, which is higher than AHITX's 0.69% expense ratio.
Risk-Adjusted Performance
BCAAX vs. AHITX — Risk-Adjusted Performance Rank
BCAAX
AHITX
BCAAX vs. AHITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and American Funds American High-Income Trust (AHITX). 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
BCAAX vs. AHITX - Dividend Comparison
BCAAX's dividend yield for the trailing twelve months is around 6.26%, more than AHITX's 5.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.26% | 6.85% | 6.24% | 5.45% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AHITX American Funds American High-Income Trust | 5.66% | 6.25% | 6.43% | 5.52% | 4.28% | 5.81% | 6.19% | 6.31% | 5.47% | 5.60% | 6.95% | 6.37% |
Drawdowns
BCAAX vs. AHITX - Drawdown Comparison
The maximum BCAAX drawdown since its inception was -36.67%, which is greater than AHITX's maximum drawdown of -34.28%. Use the drawdown chart below to compare losses from any high point for BCAAX and AHITX. For additional features, visit the drawdowns tool.
Volatility
BCAAX vs. AHITX - Volatility Comparison
The current volatility for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) is 0.86%, while American Funds American High-Income Trust (AHITX) has a volatility of 1.06%. This indicates that BCAAX experiences smaller price fluctuations and is considered to be less risky than AHITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.