THOPX vs. FFRHX
Compare and contrast key facts about Thompson Bond Fund (THOPX) and Fidelity Floating Rate High Income Fund (FFRHX).
THOPX is managed by Thompson IM. It was launched on Feb 10, 1992. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: THOPX or FFRHX.
Correlation
The correlation between THOPX and FFRHX is 0.20, 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
THOPX vs. FFRHX - Performance Comparison
Key characteristics
THOPX:
5.89
FFRHX:
3.13
THOPX:
10.61
FFRHX:
9.29
THOPX:
2.69
FFRHX:
3.01
THOPX:
17.06
FFRHX:
9.28
THOPX:
58.47
FFRHX:
43.33
THOPX:
0.18%
FFRHX:
0.18%
THOPX:
1.79%
FFRHX:
2.54%
THOPX:
-43.95%
FFRHX:
-22.19%
THOPX:
0.00%
FFRHX:
-0.32%
Returns By Period
In the year-to-date period, THOPX achieves a 1.64% return, which is significantly higher than FFRHX's 0.28% return. Over the past 10 years, THOPX has underperformed FFRHX with an annualized return of 3.42%, while FFRHX has yielded a comparatively higher 4.75% annualized return.
THOPX
1.64%
1.25%
4.35%
10.55%
2.98%
3.42%
FFRHX
0.28%
0.28%
4.30%
8.13%
5.55%
4.75%
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THOPX vs. FFRHX - Expense Ratio Comparison
THOPX has a 0.71% expense ratio, which is higher than FFRHX's 0.67% expense ratio.
Risk-Adjusted Performance
THOPX vs. FFRHX — Risk-Adjusted Performance Rank
THOPX
FFRHX
THOPX vs. FFRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson Bond Fund (THOPX) and Fidelity Floating Rate High Income Fund (FFRHX). 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
THOPX vs. FFRHX - Dividend Comparison
THOPX's dividend yield for the trailing twelve months is around 5.26%, less than FFRHX's 8.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THOPX Thompson Bond Fund | 5.26% | 5.34% | 5.88% | 3.93% | 3.59% | 5.16% | 3.48% | 3.07% | 3.06% | 4.25% | 4.58% | 4.01% |
FFRHX Fidelity Floating Rate High Income Fund | 8.24% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.01% | 3.94% | 4.25% | 4.00% |
Drawdowns
THOPX vs. FFRHX - Drawdown Comparison
The maximum THOPX drawdown since its inception was -43.95%, which is greater than FFRHX's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for THOPX and FFRHX. For additional features, visit the drawdowns tool.
Volatility
THOPX vs. FFRHX - Volatility Comparison
The current volatility for Thompson Bond Fund (THOPX) is 0.54%, while Fidelity Floating Rate High Income Fund (FFRHX) has a volatility of 0.66%. This indicates that THOPX experiences smaller price fluctuations and is considered to be less risky than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.