BGHSX vs. BCAAX

In the year-to-date period, BGHSX achieves a -0.85% return, which is significantly lower than BCAAX's -0.25% return. Over the past 10 years, BGHSX has outperformed BCAAX with an annualized return of 2.06%, while BCAAX has yielded a comparatively lower 1.61% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BGHSX has a 0.54% expense ratio, which is lower than BCAAX's 0.86% expense ratio.

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.

The current BGHSX Sharpe Ratio is 1.57, which is comparable to the BCAAX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of BGHSX and BCAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGHSX's dividend yield for the trailing twelve months is around 7.63%, more than BCAAX's 6.86% yield.

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.

BrandywineGLOBAL - High Yield Fund (BGHSX) has a higher volatility of 1.28% compared to BrandywineGLOBAL - Corporate Credit Fund (BCAAX) at 1.02%. This indicates that BGHSX's price experiences larger fluctuations and is considered to be riskier than BCAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.