PAXS vs FBRT

Comparison between PIMCO Access Income Fund (PAXS, Company) and Franklin BSP Realty Trust Inc (FBRT, Company).

PAXS is from the Financial Services sector, while FBRT is from the Real Estate sector.

PAXS vs FBRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PAXS(COMPANY)	FBRT(COMPANY)
Market Cap	$664M	$666M
Max Drawdown	36.76%	51.66%
Sharpe Ratio	0.24	-0.46
5Y Beta	0.47	0.62
Industry	Asset Management	Reit - Mortgage
P/E Ratio	7.03	10.01
PEG Ratio	2.29	N/A
Dividend Yield	N/A	14.80%
5Y EPS CAGR	N/A	-6.92%
Debt to Equity	62.63%	0.00%
Free Cash Flow Yield	15.10%	18.28%
P/S Ratio	8.08	2.33
P/B Ratio	0.94	0.59

Market Cap

PAXS

$664M

Winner

FBRT

$666M

Max Drawdown

Winner

PAXS

36.76%

FBRT

51.66%

Sharpe Ratio

Winner

PAXS

0.24

FBRT

-0.46

5Y Beta

Winner

PAXS

0.47

FBRT

0.62

Industry

PAXS

Asset Management

FBRT

Reit - Mortgage

P/E Ratio

Winner

PAXS

7.03

FBRT

10.01

PEG Ratio

PAXS

2.29

FBRT

N/A

Dividend Yield

PAXS

N/A

FBRT

14.80%

5Y EPS CAGR

PAXS

N/A

FBRT

-6.92%

Debt to Equity

PAXS

62.63%

Winner

FBRT

0.00%

Free Cash Flow Yield

PAXS

15.10%

Winner

FBRT

18.28%

P/S Ratio

PAXS

8.08

Winner

FBRT

2.33

P/B Ratio

PAXS

0.94

Winner

FBRT

0.59

PAXS vs FBRT - Historical Returns

Returns include dividend reinvestment.

Period	PAXS	FBRT
1 month	-1.72%	-6.09%
3 months	-3.51%	-7.43%
6 months	-4.87%	-14.69%
1 year	+6.43%	-11.31%
5 years(CAGR)	+4.24%	-4.13%
Max(CAGR)	+4.24%	-4.13%

Winner

PAXS

-1.72%

FBRT

-6.09%

Winner

PAXS

-3.51%

FBRT

-7.43%

Winner

PAXS

-4.87%

FBRT

-14.69%

Winner

PAXS

+6.43%

FBRT

-11.31%

5Y(CAGR)

Winner

PAXS

+4.24%

FBRT

-4.13%

Max(CAGR)

Winner

PAXS

+4.24%

FBRT

-4.13%

PAXS vs FBRT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	PAXS	FBRT
2026	-2.33%	-13.29%
2025	+10.24%	-9.10%
2024	+17.06%	+3.14%
2023	+6.44%	+14.62%
2022	-16.65%	-5.56%
2021	N/A	-10.98%

PAXS vs FBRT Drawdown Comparison

The maximum drawdown for PAXS was -22.28%, occurring on Jun 16, 2022. Recovery took 514 trading sessions.

The maximum drawdown for FBRT was -31.02%, occurring on Sep 29, 2022. Recovery took 415 trading sessions.

The current PAXS drawdown is -7.59%. The current FBRT drawdown is -26.53%.

Rank	PAXS	FBRT
#1	-22.28% Feb 2, 2022 - Feb 21, 2024	-31.02% Nov 12, 2021 - Jul 12, 2023
#2	-12.90% Nov 29, 2024 - Aug 1, 2025	-30.02% Feb 28, 2025 - Mar 27, 2026
#3	-12.09% Jan 30, 2026 - Mar 27, 2026	-15.23% Jul 19, 2023 - Dec 14, 2023
#4	-8.45% Oct 2, 2024 - Nov 29, 2024	-13.57% Dec 26, 2023 - Jul 16, 2024
#5	-8.14% Apr 8, 2024 - May 3, 2024	-12.41% Jul 23, 2024 - Feb 18, 2025
#6	-7.14% Oct 8, 2025 - Jan 22, 2026	-4.85% Oct 19, 2021 - Nov 12, 2021
#7	-5.54% May 22, 2024 - Aug 19, 2024	-1.58% Feb 18, 2025 - Feb 27, 2025
#8	-2.48% May 3, 2024 - May 21, 2024	-1.26% Dec 14, 2023 - Dec 19, 2023
#9	-2.30% Mar 12, 2024 - Mar 28, 2024	-1.25% Dec 19, 2023 - Dec 21, 2023
#10	-2.10% Mar 4, 2024 - Mar 12, 2024	-0.41% Jul 13, 2023 - Jul 19, 2023
#11	-2.00% Feb 26, 2024 - Mar 4, 2024	-0.07% Dec 21, 2023 - Dec 26, 2023
#12	-1.48% Sep 11, 2025 - Oct 1, 2025	N/A
#13	-1.40% Aug 19, 2024 - Aug 27, 2024	N/A
#14	-1.15% Sep 16, 2024 - Sep 23, 2024	N/A
#15	-1.08% Sep 24, 2024 - Sep 30, 2024	N/A