Correlation
The correlation between BIIEX and PRITX is 0.63, 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.
BIIEX vs. PRITX
Compare and contrast key facts about Brandes International Equity Fund (BIIEX) and T. Rowe Price International Stock Fund (PRITX).
BIIEX is managed by Brandes. It was launched on Jan 1, 1997. PRITX is managed by T. Rowe Price. It was launched on May 8, 1980.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIIEX or PRITX.
Performance
BIIEX vs. PRITX - Performance Comparison
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Key characteristics
BIIEX:
1.14
PRITX:
0.68
BIIEX:
1.54
PRITX:
0.93
BIIEX:
1.20
PRITX:
1.12
BIIEX:
1.15
PRITX:
0.64
BIIEX:
3.45
PRITX:
2.00
BIIEX:
4.57%
PRITX:
4.83%
BIIEX:
15.02%
PRITX:
16.47%
BIIEX:
-58.77%
PRITX:
-61.75%
BIIEX:
-0.52%
PRITX:
-0.55%
Returns By Period
In the year-to-date period, BIIEX achieves a 18.32% return, which is significantly higher than PRITX's 11.36% return. Over the past 10 years, BIIEX has outperformed PRITX with an annualized return of 6.68%, while PRITX has yielded a comparatively lower 5.49% annualized return.
BIIEX
18.32%
3.41%
15.95%
16.96%
16.53%
17.33%
6.68%
PRITX
11.36%
4.02%
7.75%
11.06%
8.66%
8.06%
5.49%
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BIIEX vs. PRITX - Expense Ratio Comparison
BIIEX has a 0.85% expense ratio, which is higher than PRITX's 0.84% expense ratio.
Risk-Adjusted Performance
BIIEX vs. PRITX — Risk-Adjusted Performance Rank
BIIEX
PRITX
BIIEX vs. PRITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes International Equity Fund (BIIEX) and T. Rowe Price International Stock Fund (PRITX). 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.
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Dividends
BIIEX vs. PRITX - Dividend Comparison
BIIEX's dividend yield for the trailing twelve months is around 2.49%, more than PRITX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIIEX Brandes International Equity Fund | 2.49% | 2.95% | 2.51% | 3.57% | 3.81% | 1.86% | 3.76% | 2.83% | 1.80% | 3.58% | 2.52% | 2.29% |
PRITX T. Rowe Price International Stock Fund | 1.03% | 1.15% | 1.10% | 0.95% | 7.35% | 1.52% | 2.68% | 7.31% | 4.93% | 2.22% | 1.37% | 3.46% |
Drawdowns
BIIEX vs. PRITX - Drawdown Comparison
The maximum BIIEX drawdown since its inception was -58.77%, roughly equal to the maximum PRITX drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for BIIEX and PRITX.
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Volatility
BIIEX vs. PRITX - Volatility Comparison
The current volatility for Brandes International Equity Fund (BIIEX) is 2.86%, while T. Rowe Price International Stock Fund (PRITX) has a volatility of 3.26%. This indicates that BIIEX experiences smaller price fluctuations and is considered to be less risky than PRITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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