NFIAX vs. FJSYX
Compare and contrast key facts about Neuberger Berman Floating Rate Income Fund (NFIAX) and Nuveen Credit Income Fund (FJSYX).
NFIAX is managed by Neuberger Berman. It was launched on Dec 28, 2009. FJSYX is managed by Nuveen. It was launched on Aug 30, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NFIAX or FJSYX.
Correlation
The correlation between NFIAX and FJSYX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NFIAX vs. FJSYX - Performance Comparison
Key characteristics
NFIAX:
2.34
FJSYX:
2.09
NFIAX:
4.30
FJSYX:
3.33
NFIAX:
1.99
FJSYX:
1.54
NFIAX:
2.89
FJSYX:
2.11
NFIAX:
13.96
FJSYX:
8.37
NFIAX:
0.45%
FJSYX:
0.97%
NFIAX:
2.71%
FJSYX:
3.90%
NFIAX:
-22.18%
FJSYX:
-36.44%
NFIAX:
-0.02%
FJSYX:
-2.21%
Returns By Period
In the year-to-date period, NFIAX achieves a 0.66% return, which is significantly higher than FJSYX's -0.27% return. Both investments have delivered pretty close results over the past 10 years, with NFIAX having a 4.17% annualized return and FJSYX not far ahead at 4.29%.
NFIAX
0.66%
1.66%
2.00%
6.20%
7.61%
4.17%
FJSYX
-0.27%
0.61%
1.25%
7.32%
7.16%
4.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NFIAX vs. FJSYX - Expense Ratio Comparison
NFIAX has a 0.97% expense ratio, which is higher than FJSYX's 0.75% expense ratio.
Risk-Adjusted Performance
NFIAX vs. FJSYX — Risk-Adjusted Performance Rank
NFIAX
FJSYX
NFIAX vs. FJSYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Floating Rate Income Fund (NFIAX) and Nuveen Credit Income Fund (FJSYX). 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
NFIAX vs. FJSYX - Dividend Comparison
NFIAX's dividend yield for the trailing twelve months is around 7.59%, less than FJSYX's 8.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFIAX Neuberger Berman Floating Rate Income Fund | 7.59% | 8.06% | 8.28% | 5.37% | 3.36% | 3.68% | 4.72% | 4.31% | 3.41% | 3.48% | 3.78% | 3.50% |
FJSYX Nuveen Credit Income Fund | 8.29% | 8.39% | 7.31% | 5.74% | 4.67% | 4.66% | 6.14% | 7.82% | 7.07% | 7.09% | 8.14% | 8.02% |
Drawdowns
NFIAX vs. FJSYX - Drawdown Comparison
The maximum NFIAX drawdown since its inception was -22.18%, smaller than the maximum FJSYX drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for NFIAX and FJSYX. For additional features, visit the drawdowns tool.
Volatility
NFIAX vs. FJSYX - Volatility Comparison
The current volatility for Neuberger Berman Floating Rate Income Fund (NFIAX) is 1.49%, while Nuveen Credit Income Fund (FJSYX) has a volatility of 1.92%. This indicates that NFIAX experiences smaller price fluctuations and is considered to be less risky than FJSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.