BFRNX vs. PRFRX
Compare and contrast key facts about Barrow Hanley Floating Rate Fund (BFRNX) and T. Rowe Price Floating Rate Fund (PRFRX).
BFRNX is managed by Perpetual Funds. It was launched on Apr 11, 2022. PRFRX is managed by T. Rowe Price. It was launched on Jul 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFRNX or PRFRX.
Correlation
The correlation between BFRNX and PRFRX is 0.59, 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. PRFRX - Performance Comparison
Key characteristics
BFRNX:
2.80
PRFRX:
3.33
BFRNX:
3.93
PRFRX:
10.04
BFRNX:
3.14
PRFRX:
3.46
BFRNX:
4.30
PRFRX:
10.93
BFRNX:
60.49
PRFRX:
52.49
BFRNX:
0.16%
PRFRX:
0.16%
BFRNX:
3.54%
PRFRX:
2.47%
BFRNX:
-4.91%
PRFRX:
-20.05%
BFRNX:
0.00%
PRFRX:
-0.21%
Returns By Period
In the year-to-date period, BFRNX achieves a 0.31% return, which is significantly higher than PRFRX's 0.11% return.
BFRNX
0.31%
0.31%
4.14%
9.76%
N/A
N/A
PRFRX
0.11%
-0.21%
3.66%
8.12%
5.11%
4.63%
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BFRNX vs. PRFRX - Expense Ratio Comparison
BFRNX has a 1.02% expense ratio, which is higher than PRFRX's 0.75% expense ratio.
Risk-Adjusted Performance
BFRNX vs. PRFRX — Risk-Adjusted Performance Rank
BFRNX
PRFRX
BFRNX vs. PRFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barrow Hanley Floating Rate Fund (BFRNX) and T. Rowe Price Floating Rate Fund (PRFRX). 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. PRFRX - Dividend Comparison
BFRNX's dividend yield for the trailing twelve months is around 9.35%, more than PRFRX's 7.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFRNX Barrow Hanley Floating Rate Fund | 9.35% | 9.38% | 9.61% | 5.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRFRX T. Rowe Price Floating Rate Fund | 7.54% | 7.55% | 8.33% | 5.20% | 3.87% | 4.00% | 4.84% | 4.86% | 4.04% | 4.08% | 4.08% | 3.85% |
Drawdowns
BFRNX vs. PRFRX - Drawdown Comparison
The maximum BFRNX drawdown since its inception was -4.91%, smaller than the maximum PRFRX drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for BFRNX and PRFRX. For additional features, visit the drawdowns tool.
Volatility
BFRNX vs. PRFRX - Volatility Comparison
Barrow Hanley Floating Rate Fund (BFRNX) has a higher volatility of 0.35% compared to T. Rowe Price Floating Rate Fund (PRFRX) at 0.26%. This indicates that BFRNX's price experiences larger fluctuations and is considered to be riskier than PRFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.