BGHSX vs. RITGX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and American Funds American High-Income Trust® Class R-6 (RITGX).
BGHSX is managed by Franklin Templeton. It was launched on Dec 3, 2014. RITGX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
BGHSX vs. RITGX - Performance Comparison
Loading graphics...
BGHSX vs. RITGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | -1.56% | 5.55% | 9.90% | 13.21% | -10.23% | 1.12% |
RITGX American Funds American High-Income Trust® Class R-6 | -0.47% | 8.69% | 9.91% | 12.54% | -10.10% | 1.99% |
Returns By Period
In the year-to-date period, BGHSX achieves a -1.56% return, which is significantly lower than RITGX's -0.47% return.
BGHSX
- 1D
- 0.41%
- 1M
- -1.20%
- YTD
- -1.56%
- 6M
- -0.96%
- 1Y
- 3.40%
- 3Y*
- 7.83%
- 5Y*
- —
- 10Y*
- —
RITGX
- 1D
- 0.62%
- 1M
- -1.61%
- YTD
- -0.47%
- 6M
- 0.81%
- 1Y
- 6.69%
- 3Y*
- 9.12%
- 5Y*
- 4.93%
- 10Y*
- 6.57%
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. RITGX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is higher than RITGX's 0.32% expense ratio.
Return for Risk
BGHSX vs. RITGX — Risk / Return Rank
BGHSX
RITGX
BGHSX vs. RITGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) and American Funds American High-Income Trust® Class R-6 (RITGX). 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.
| BGHSX | RITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.60 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.29 | 2.09 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.38 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.15 | -1.05 |
Martin ratioReturn relative to average drawdown | 4.19 | 9.13 | -4.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BGHSX | RITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.60 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.99 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.18 | -0.40 |
Correlation
The correlation between BGHSX and RITGX is 0.87, 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.
Dividends
BGHSX vs. RITGX - Dividend Comparison
BGHSX's dividend yield for the trailing twelve months is around 6.48%, more than RITGX's 6.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 6.48% | 7.08% | 7.49% | 5.23% | 5.32% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RITGX American Funds American High-Income Trust® Class R-6 | 6.21% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
Drawdowns
BGHSX vs. RITGX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -14.30%, smaller than the maximum RITGX drawdown of -21.20%. Use the drawdown chart below to compare losses from any high point for BGHSX and RITGX.
Loading graphics...
Drawdown Indicators
| BGHSX | RITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.30% | -21.20% | +6.90% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -3.38% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.20% | — |
Current DrawdownCurrent decline from peak | -1.60% | -1.81% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -2.25% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.80% | +0.11% |
Volatility
BGHSX vs. RITGX - Volatility Comparison
The current volatility for BrandywineGLOBAL - High Yield Fund (BGHSX) is 1.17%, while American Funds American High-Income Trust® Class R-6 (RITGX) has a volatility of 1.37%. This indicates that BGHSX experiences smaller price fluctuations and is considered to be less risky than RITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BGHSX | RITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.37% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.16% | 2.39% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 4.34% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.50% | 4.98% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.50% | 5.52% | -1.02% |