BFRNX vs. FFRIX

In the year-to-date period, BFRNX achieves a 1.07% return, which is significantly higher than FFRIX's 0.03% return.

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BFRNX has a 1.02% expense ratio, which is higher than FFRIX's 0.72% expense ratio.

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.

The current BFRNX Sharpe Ratio is 1.75, which is comparable to the FFRIX Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of BFRNX and FFRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BFRNX's dividend yield for the trailing twelve months is around 9.77%, more than FFRIX's 7.98% yield.

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.

Barrow Hanley Floating Rate Fund (BFRNX) and Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) have volatilities of 0.80% and 0.77%, 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.