DLHYX vs. LSIOX
Compare and contrast key facts about MassMutual High Yield Fund (DLHYX) and Loomis Sayles High Income Opps Fund (LSIOX).
DLHYX is managed by MassMutual. It was launched on Sep 5, 2000. LSIOX is managed by Loomis Sayles Funds. It was launched on Apr 12, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLHYX or LSIOX.
Correlation
The correlation between DLHYX and LSIOX is 0.82, 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
DLHYX vs. LSIOX - Performance Comparison
Key characteristics
DLHYX:
3.31
LSIOX:
4.16
DLHYX:
5.84
LSIOX:
6.49
DLHYX:
1.86
LSIOX:
1.94
DLHYX:
6.33
LSIOX:
1.65
DLHYX:
22.52
LSIOX:
26.96
DLHYX:
0.49%
LSIOX:
0.46%
DLHYX:
3.37%
LSIOX:
2.98%
DLHYX:
-27.73%
LSIOX:
-20.93%
DLHYX:
-0.12%
LSIOX:
0.00%
Returns By Period
In the year-to-date period, DLHYX achieves a 1.36% return, which is significantly lower than LSIOX's 1.90% return. Over the past 10 years, DLHYX has outperformed LSIOX with an annualized return of 5.19%, while LSIOX has yielded a comparatively lower 4.44% annualized return.
DLHYX
1.36%
0.74%
4.64%
11.13%
4.30%
5.19%
LSIOX
1.90%
0.65%
5.80%
12.53%
3.38%
4.44%
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DLHYX vs. LSIOX - Expense Ratio Comparison
DLHYX has a 0.74% expense ratio, which is higher than LSIOX's 0.00% expense ratio.
Risk-Adjusted Performance
DLHYX vs. LSIOX — Risk-Adjusted Performance Rank
DLHYX
LSIOX
DLHYX vs. LSIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual High Yield Fund (DLHYX) and Loomis Sayles High Income Opps Fund (LSIOX). 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
DLHYX vs. LSIOX - Dividend Comparison
DLHYX's dividend yield for the trailing twelve months is around 6.94%, less than LSIOX's 7.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHYX MassMutual High Yield Fund | 6.94% | 6.95% | 6.18% | 6.15% | 5.81% | 5.20% | 6.14% | 6.02% | 6.40% | 6.14% | 6.88% | 7.43% |
LSIOX Loomis Sayles High Income Opps Fund | 7.20% | 7.36% | 7.31% | 7.31% | 5.90% | 5.59% | 5.62% | 6.14% | 5.64% | 6.04% | 5.84% | 5.61% |
Drawdowns
DLHYX vs. LSIOX - Drawdown Comparison
The maximum DLHYX drawdown since its inception was -27.73%, which is greater than LSIOX's maximum drawdown of -20.93%. Use the drawdown chart below to compare losses from any high point for DLHYX and LSIOX. For additional features, visit the drawdowns tool.
Volatility
DLHYX vs. LSIOX - Volatility Comparison
MassMutual High Yield Fund (DLHYX) has a higher volatility of 0.84% compared to Loomis Sayles High Income Opps Fund (LSIOX) at 0.67%. This indicates that DLHYX's price experiences larger fluctuations and is considered to be riskier than LSIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.