BHYIX vs FIHBX

Both BHYIX and FIHBX are mutual funds. BHYIX has a higher 5-year return than FIHBX (3.75% vs 2.58%). BHYIX has a higher expense ratio than FIHBX (0.56% vs 0.49%). Below is the comparison between BHYIX and FIHBX.

BHYIX FIHBX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: High Yield Bond Taxable Fixed Income: High Yield Bond
Family BlackRock Federated
Net Assets $11.69B $6.53B
Expense Ratio 0.56% 0.49%
Management Style active active
Dividend Yield 5.13% 5.66%
Minimum Investment $2,000,000.00 $25,000.00
YTD Return -7.31% -10.84%
1-Year Return -3.70% -7.03%
3-Year Return 3.46% 1.58%
5-Year Return 3.75% 2.58%
10-Year Return 5.58% 4.84%

BHYIX

BHYIX description

The Fund seeks to maximize total return, consistent with income generation and prudent investment management. The High Yield Fund invests primarily in non-investment grade bonds with maturities of ten years or less. The High Yield Fund normally invests at least 80% of its assets in high yield bonds.

BHYIX performance & returns

YTD Return -7.31%
1-Month Return -0.64%
3-Month Return -3.70%
1-Year Return -3.70%
3-Year Return 3.46%
5-Year Return 3.75%
10-Year Return 5.58%
BHYIX expense ratio is 0.56%.

BHYIX holdings

Top 10 Holdings (9.91% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 2.43%
TransDigm, Inc. 6.25% N/A 1.35%
iShares Preferred&Income Securities ETF PFF 1.26%
SPDR® Blmbg Barclays High Yield Bd ETF JNK 1.13%
iShares iBoxx $ High Yield Corp Bd ETF HYG 0.91%
iShares Broad USD High Yield Corp Bd ETF USHY 0.65%
Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.62% N/A 0.59%
Verscend Escrow Corp 9.75% N/A 0.53%
Connect Finco SARL/Connect US Finco LLC 6.75% N/A 0.53%
Altice France Holdings S A 10.5% N/A 0.53%

BHYIX pros

The following are BHYIX strengths from our perspective:

  • BHYIX 3-year return is 2.15%, which is higher than the 3-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 1.93%.
  • BHYIX 5-year return is 3.04%, which is higher than the 5-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 2.95%.
  • BHYIX 10-year return is 5.2%, which is higher than the 10-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 5.05%.
  • BHYIX 15-year return is 5.73%, which is in line with the 15-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 5.97%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BHYIX cons

The following are BHYIX weaknesses from our perspective:

  • BHYIX expense ratio is 0.56%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant BHYIX comparisons

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FIHBX

FIHBX description

The Fund seeks high current income. The Fund pursues its investment objective by investing primarily in a diversified portfolio of high yield corporate bonds (also known as "junk bonds"). The Adviser does not limit the Fund's investments to securities of a particular maturity range.

FIHBX performance & returns

YTD Return -10.84%
1-Month Return -4.93%
3-Month Return -7.03%
1-Year Return -7.03%
3-Year Return 1.58%
5-Year Return 2.58%
10-Year Return 4.84%
FIHBX expense ratio is 0.49%.

FIHBX holdings

Top 10 Holdings (12.37% of Total Assets)

Name Symbol % Assets
Federated Hermes Inst Prime Val Obl IS PVOXX 5.05%
High Yield Bond Portfolio N/A 1.43%
Hub International Limited 7% N/A 1.22%
Allied Universal Holdco LLC / Allied Universal Finance Corporation 9.75% N/A 0.75%
Tempo Acquisition LLC / Tempo Acquisition Fin Corp 6.75% N/A 0.73%
Dell International L.L.C. and EMC Corporation 7.12% N/A 0.69%
NFP Corp. 6.88% N/A 0.65%
Panther BF Aggregator 2 LP / Panther Finance Company Inc 8.5% N/A 0.63%
Bausch Health Companies Inc 6.12% N/A 0.61%
1011778 B.C. Unlimited Liability Company / New Red Finance, Inc. 5% N/A 0.61%

FIHBX pros

The following are FIHBX strengths from our perspective:

  • FIHBX 10-year return is 4.84%, which is in line with the 10-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 5.05%.
  • FIHBX 15-year return is 5.8%, which is in line with the 15-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 5.97%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FIHBX cons

The following are FIHBX weaknesses from our perspective:

  • FIHBX 3-year return is 1.58%, which is lower than the 3-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 1.93%.
  • FIHBX 5-year return is 2.58%, which is lower than the 5-year return of the benchmark index (Bloomberg US High Yield 2% Issuer Cap TR USD), 2.95%.

Other relevant FIHBX comparisons

You may also want to check out the following FIHBX comparisons that investors often look for on Finny

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