CFRIX vs. DFLYX
Compare and contrast key facts about Catalyst/CIFC Floating Rate Income Fund (CFRIX) and BNY Mellon Floating Rate Income Fund (DFLYX).
CFRIX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2012. DFLYX is managed by Dreyfus. It was launched on Sep 26, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFRIX or DFLYX.
Correlation
The correlation between CFRIX and DFLYX is 0.52, 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
CFRIX vs. DFLYX - Performance Comparison
Key characteristics
CFRIX:
3.38
DFLYX:
5.98
CFRIX:
10.13
DFLYX:
7.58
CFRIX:
3.69
DFLYX:
4.09
CFRIX:
11.53
DFLYX:
8.09
CFRIX:
57.85
DFLYX:
58.73
CFRIX:
0.15%
DFLYX:
0.15%
CFRIX:
2.58%
DFLYX:
1.45%
CFRIX:
-19.19%
DFLYX:
-18.82%
CFRIX:
-0.54%
DFLYX:
-0.98%
Returns By Period
In the year-to-date period, CFRIX achieves a 7.73% return, which is significantly lower than DFLYX's 8.18% return. Over the past 10 years, CFRIX has outperformed DFLYX with an annualized return of 4.79%, while DFLYX has yielded a comparatively lower 4.42% annualized return.
CFRIX
7.73%
0.42%
3.59%
8.71%
5.24%
4.79%
DFLYX
8.18%
-0.63%
3.50%
8.67%
5.50%
4.42%
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CFRIX vs. DFLYX - Expense Ratio Comparison
CFRIX has a 0.90% expense ratio, which is higher than DFLYX's 0.73% expense ratio.
Risk-Adjusted Performance
CFRIX vs. DFLYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/CIFC Floating Rate Income Fund (CFRIX) and BNY Mellon Floating Rate Income Fund (DFLYX). 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
CFRIX vs. DFLYX - Dividend Comparison
CFRIX's dividend yield for the trailing twelve months is around 8.56%, more than DFLYX's 7.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFRIX Catalyst/CIFC Floating Rate Income Fund | 8.56% | 8.62% | 5.46% | 3.52% | 3.99% | 5.51% | 4.28% | 4.51% | 5.70% | 6.29% | 4.78% | 3.73% |
DFLYX BNY Mellon Floating Rate Income Fund | 7.50% | 8.78% | 5.48% | 4.22% | 4.66% | 5.54% | 5.19% | 3.77% | 4.14% | 4.65% | 3.76% | 0.60% |
Drawdowns
CFRIX vs. DFLYX - Drawdown Comparison
The maximum CFRIX drawdown since its inception was -19.19%, roughly equal to the maximum DFLYX drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for CFRIX and DFLYX. For additional features, visit the drawdowns tool.
Volatility
CFRIX vs. DFLYX - Volatility Comparison
The current volatility for Catalyst/CIFC Floating Rate Income Fund (CFRIX) is 0.79%, while BNY Mellon Floating Rate Income Fund (DFLYX) has a volatility of 1.01%. This indicates that CFRIX experiences smaller price fluctuations and is considered to be less risky than DFLYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.