BFRNX vs. FFRIX
Compare and contrast key facts about Barrow Hanley Floating Rate Fund (BFRNX) and Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX).
BFRNX is managed by Perpetual Funds. It was launched on Apr 11, 2022. FFRIX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFRNX or FFRIX.
Correlation
The correlation between BFRNX and FFRIX is 0.52, 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
BFRNX vs. FFRIX - Performance Comparison
Key characteristics
BFRNX:
2.79
FFRIX:
3.64
BFRNX:
3.93
FFRIX:
11.01
BFRNX:
3.04
FFRIX:
3.36
BFRNX:
4.30
FFRIX:
11.65
BFRNX:
60.03
FFRIX:
57.06
BFRNX:
0.16%
FFRIX:
0.18%
BFRNX:
3.54%
FFRIX:
2.76%
BFRNX:
-4.91%
FFRIX:
-22.13%
BFRNX:
-0.10%
FFRIX:
-0.32%
Returns By Period
In the year-to-date period, BFRNX achieves a 0.82% return, which is significantly higher than FFRIX's -0.22% return.
BFRNX
0.82%
0.61%
4.67%
9.76%
N/A
N/A
FFRIX
-0.22%
-0.32%
4.73%
9.95%
6.56%
5.33%
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BFRNX vs. FFRIX - Expense Ratio Comparison
BFRNX has a 1.02% expense ratio, which is higher than FFRIX's 0.72% expense ratio.
Risk-Adjusted Performance
BFRNX vs. FFRIX — Risk-Adjusted Performance Rank
BFRNX
FFRIX
BFRNX vs. FFRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrow Hanley Floating Rate Fund (BFRNX) and Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX). 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
BFRNX vs. FFRIX - Dividend Comparison
BFRNX's dividend yield for the trailing twelve months is around 9.30%, less than FFRIX's 9.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFRNX Barrow Hanley Floating Rate Fund | 9.30% | 9.38% | 9.61% | 5.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFRIX Fidelity Advisor Floating Rate High Income Fund Class I | 9.69% | 10.38% | 10.28% | 6.33% | 3.20% | 3.79% | 5.11% | 5.40% | 3.95% | 3.86% | 4.21% | 3.94% |
Drawdowns
BFRNX vs. FFRIX - Drawdown Comparison
The maximum BFRNX drawdown since its inception was -4.91%, smaller than the maximum FFRIX drawdown of -22.13%. Use the drawdown chart below to compare losses from any high point for BFRNX and FFRIX. For additional features, visit the drawdowns tool.
Volatility
BFRNX vs. FFRIX - Volatility Comparison
Barrow Hanley Floating Rate Fund (BFRNX) has a higher volatility of 0.39% compared to Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) at 0.28%. This indicates that BFRNX's price experiences larger fluctuations and is considered to be riskier than FFRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.