BGHSX vs. BCAAX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and BrandywineGLOBAL - Corporate Credit Fund (BCAAX).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 2014. BCAAX is managed by Franklin Templeton Investments. It was launched on Sep 29, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGHSX or BCAAX.
Correlation
The correlation between BGHSX and BCAAX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGHSX vs. BCAAX - Performance Comparison
Key characteristics
BGHSX:
2.97
BCAAX:
3.19
BGHSX:
5.12
BCAAX:
5.71
BGHSX:
1.72
BCAAX:
1.81
BGHSX:
5.20
BCAAX:
5.86
BGHSX:
21.01
BCAAX:
22.94
BGHSX:
0.44%
BCAAX:
0.39%
BGHSX:
3.08%
BCAAX:
2.78%
BGHSX:
-18.15%
BCAAX:
-36.67%
BGHSX:
-1.15%
BCAAX:
-0.93%
Returns By Period
The year-to-date returns for both stocks are quite close, with BGHSX having a 8.18% return and BCAAX slightly lower at 7.95%. Over the past 10 years, BGHSX has outperformed BCAAX with an annualized return of 2.60%, while BCAAX has yielded a comparatively lower 1.78% annualized return.
BGHSX
8.18%
-0.10%
4.71%
9.17%
3.13%
2.60%
BCAAX
7.95%
0.47%
4.68%
8.87%
2.53%
1.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGHSX vs. BCAAX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is lower than BCAAX's 0.86% expense ratio.
Risk-Adjusted Performance
BGHSX vs. BCAAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and BrandywineGLOBAL - Corporate Credit Fund (BCAAX). 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
BGHSX vs. BCAAX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.66%, which matches BCAAX's 6.63% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.66% | 6.95% | 6.34% | 3.10% |
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.63% | 6.24% | 5.45% | 2.48% |
Drawdowns
BGHSX vs. BCAAX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -18.15%, smaller than the maximum BCAAX drawdown of -36.67%. Use the drawdown chart below to compare losses from any high point for BGHSX and BCAAX. For additional features, visit the drawdowns tool.
Volatility
BGHSX vs. BCAAX - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 0.82%, while BrandywineGLOBAL - Corporate Credit Fund (BCAAX) has a volatility of 0.97%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than BCAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.