FFRHX
Price
$9.07
Change
+$0.02 (+0.22%)
Updated
May 2 closing price
Net Assets
14.43B
SFHIX
Price
$9.01
Change
+$0.02 (+0.22%)
Updated
May 2 closing price
Net Assets
272.26M
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FFRHX vs SFHIX

Header iconFFRHX vs SFHIX Comparison
Open Charts FFRHX vs SFHIXBanner chart's image
Fidelity Floating Rate High Income
Price$9.07
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets14.43B
Shenkman Capital Floating Rt Hi Inc Inst
Price$9.01
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets272.26M
FFRHX vs SFHIX Comparison Chart
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FFRHX vs. SFHIX commentary
May 03, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FFRHX is a Buy and SFHIX is a Hold.

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FUNDAMENTALS
Fundamentals
FFRHX has more cash in the bank: 14.4B vs. SFHIX (272M). FFRHX (8.12) and SFHIX (7.95) have matching dividends . FFRHX was incepted earlier than SFHIX: FFRHX (23 years) vs SFHIX (11 years). FFRHX (0.73) and SFHIX (0.71) have similar cost to investors . SFHIX is a more actively managed with annual turnover of: 70.00 vs. FFRHX (41.00). FFRHX has a lower initial minimum investment than SFHIX: FFRHX (0) vs SFHIX (1000000). SFHIX annual gain was more profitable for investors over the last year : 5.98 vs. FFRHX (5.38). FFRHX return over 5 years is better than : 45.24 vs. SFHIX (39.51).
FFRHXSFHIXFFRHX / SFHIX
Total Expense Ratio0.730.54135%
Annual Report Gross Expense Ratio0.730.71103%
Fund Existence23 years11 years-
Gain YTD-0.2220.571-39%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRA500N/A-
Net Assets14.4B272M5,294%
Annual Yield % from dividends8.127.95102%
Returns for 1 year5.385.9890%
Returns for 3 years22.0920.99105%
Returns for 5 years45.2439.51114%
Returns for 10 years55.5150.36110%
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