SAMBX vs. BRHYX
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and BlackRock High Yield K (BRHYX).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. BRHYX is managed by BlackRock. It was launched on Jan 5, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMBX or BRHYX.
Correlation
The correlation between SAMBX and BRHYX is 0.59, 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
SAMBX vs. BRHYX - Performance Comparison
Key characteristics
SAMBX:
2.78
BRHYX:
2.73
SAMBX:
7.26
BRHYX:
4.43
SAMBX:
2.60
BRHYX:
1.64
SAMBX:
9.16
BRHYX:
5.27
SAMBX:
31.15
BRHYX:
17.04
SAMBX:
0.30%
BRHYX:
0.57%
SAMBX:
3.34%
BRHYX:
3.56%
SAMBX:
-24.89%
BRHYX:
-34.77%
SAMBX:
-0.26%
BRHYX:
-0.28%
Returns By Period
In the year-to-date period, SAMBX achieves a 0.45% return, which is significantly lower than BRHYX's 1.27% return. Over the past 10 years, SAMBX has underperformed BRHYX with an annualized return of 4.53%, while BRHYX has yielded a comparatively higher 4.93% annualized return.
SAMBX
0.45%
0.58%
4.51%
9.29%
5.29%
4.53%
BRHYX
1.27%
0.70%
3.30%
9.71%
4.42%
4.93%
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SAMBX vs. BRHYX - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than BRHYX's 0.48% expense ratio.
Risk-Adjusted Performance
SAMBX vs. BRHYX — Risk-Adjusted Performance Rank
SAMBX
BRHYX
SAMBX vs. BRHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Floating Rate High Income Fund (SAMBX) and BlackRock High Yield K (BRHYX). 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
SAMBX vs. BRHYX - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 10.45%, more than BRHYX's 7.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 10.45% | 10.51% | 9.00% | 5.34% | 3.60% | 4.04% | 5.26% | 5.14% | 4.28% | 4.81% | 4.83% | 4.42% |
BRHYX BlackRock High Yield K | 7.08% | 7.14% | 6.75% | 5.95% | 4.81% | 5.22% | 5.68% | 6.32% | 5.74% | 5.67% | 5.78% | 5.98% |
Drawdowns
SAMBX vs. BRHYX - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.89%, smaller than the maximum BRHYX drawdown of -34.77%. Use the drawdown chart below to compare losses from any high point for SAMBX and BRHYX. For additional features, visit the drawdowns tool.
Volatility
SAMBX vs. BRHYX - Volatility Comparison
The current volatility for Virtus Seix Floating Rate High Income Fund (SAMBX) is 0.75%, while BlackRock High Yield K (BRHYX) has a volatility of 0.90%. This indicates that SAMBX experiences smaller price fluctuations and is considered to be less risky than BRHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.