Correlation
The correlation between BMI and SWISX is 0.44, 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.
BMI vs. SWISX
Compare and contrast key facts about Badger Meter, Inc. (BMI) and Schwab International Index Fund (SWISX).
SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BMI or SWISX.
Performance
BMI vs. SWISX - Performance Comparison
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Key characteristics
BMI:
0.97
SWISX:
0.84
BMI:
1.43
SWISX:
1.16
BMI:
1.18
SWISX:
1.16
BMI:
0.98
SWISX:
0.97
BMI:
2.97
SWISX:
2.80
BMI:
9.23%
SWISX:
4.73%
BMI:
31.24%
SWISX:
16.96%
BMI:
-68.22%
SWISX:
-60.65%
BMI:
-0.64%
SWISX:
-0.45%
Returns By Period
The year-to-date returns for both investments are quite close, with BMI having a 17.37% return and SWISX slightly higher at 17.51%. Over the past 10 years, BMI has outperformed SWISX with an annualized return of 24.01%, while SWISX has yielded a comparatively lower 6.02% annualized return.
BMI
17.37%
10.86%
14.83%
29.45%
47.39%
33.32%
24.01%
SWISX
17.51%
5.14%
14.13%
12.96%
11.51%
11.41%
6.02%
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Risk-Adjusted Performance
BMI vs. SWISX — Risk-Adjusted Performance Rank
BMI
SWISX
BMI vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Badger Meter, Inc. (BMI) and Schwab International Index Fund (SWISX). 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
BMI vs. SWISX - Dividend Comparison
BMI's dividend yield for the trailing twelve months is around 0.55%, less than SWISX's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMI Badger Meter, Inc. | 0.55% | 0.58% | 0.64% | 0.78% | 0.71% | 0.74% | 0.99% | 1.14% | 1.03% | 1.16% | 1.33% | 1.25% |
SWISX Schwab International Index Fund | 2.80% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
BMI vs. SWISX - Drawdown Comparison
The maximum BMI drawdown since its inception was -68.22%, which is greater than SWISX's maximum drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for BMI and SWISX.
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Volatility
BMI vs. SWISX - Volatility Comparison
Badger Meter, Inc. (BMI) has a higher volatility of 7.91% compared to Schwab International Index Fund (SWISX) at 3.42%. This indicates that BMI's price experiences larger fluctuations and is considered to be riskier than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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