PHD vs. BANX
Compare and contrast key facts about Pioneer Floating Rate Fund, Inc. (PHD) and StoneCastle Financial Corp. (BANX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHD or BANX.
Correlation
The correlation between PHD and BANX is 0.12, 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
PHD vs. BANX - Performance Comparison
Key characteristics
PHD:
1.95
BANX:
1.47
PHD:
2.56
BANX:
2.24
PHD:
1.40
BANX:
1.28
PHD:
2.58
BANX:
3.51
PHD:
17.69
BANX:
9.44
PHD:
0.91%
BANX:
2.31%
PHD:
8.27%
BANX:
14.85%
PHD:
-63.59%
BANX:
-55.06%
PHD:
-1.52%
BANX:
-3.51%
Fundamentals
PHD:
$120.16M
BANX:
$145.73M
PHD:
$1.71
BANX:
$2.61
PHD:
5.68
BANX:
7.84
PHD:
0.00
BANX:
0.00
Returns By Period
In the year-to-date period, PHD achieves a 0.31% return, which is significantly higher than BANX's -2.46% return. Over the past 10 years, PHD has underperformed BANX with an annualized return of 6.59%, while BANX has yielded a comparatively higher 8.72% annualized return.
PHD
0.31%
-1.32%
2.89%
16.46%
6.77%
6.59%
BANX
-2.46%
1.60%
12.86%
22.05%
7.74%
8.72%
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Risk-Adjusted Performance
PHD vs. BANX — Risk-Adjusted Performance Rank
PHD
BANX
PHD vs. BANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Floating Rate Fund, Inc. (PHD) and StoneCastle Financial Corp. (BANX). 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
PHD vs. BANX - Dividend Comparison
PHD's dividend yield for the trailing twelve months is around 10.37%, more than BANX's 9.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHD Pioneer Floating Rate Fund, Inc. | 10.37% | 10.40% | 11.96% | 9.78% | 6.30% | 6.71% | 7.33% | 6.71% | 6.28% | 6.13% | 6.50% | 6.50% |
BANX StoneCastle Financial Corp. | 9.77% | 9.53% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% |
Drawdowns
PHD vs. BANX - Drawdown Comparison
The maximum PHD drawdown since its inception was -63.59%, which is greater than BANX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for PHD and BANX. For additional features, visit the drawdowns tool.
Volatility
PHD vs. BANX - Volatility Comparison
The current volatility for Pioneer Floating Rate Fund, Inc. (PHD) is 2.37%, while StoneCastle Financial Corp. (BANX) has a volatility of 4.42%. This indicates that PHD experiences smaller price fluctuations and is considered to be less risky than BANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PHD vs. BANX - Financials Comparison
This section allows you to compare key financial metrics between Pioneer Floating Rate Fund, Inc. and StoneCastle Financial Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities