CIHIX vs. SVAIX
Compare and contrast key facts about Cullen International High Dividend Fund (CIHIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX).
CIHIX is managed by Cullen Funds Trust. It was launched on Dec 14, 2005. SVAIX is managed by Federated. It was launched on Mar 30, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIHIX or SVAIX.
Correlation
The correlation between CIHIX and SVAIX is 0.69, 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.
Performance
CIHIX vs. SVAIX - Performance Comparison
Key characteristics
CIHIX:
0.81
SVAIX:
1.36
CIHIX:
1.13
SVAIX:
1.81
CIHIX:
1.17
SVAIX:
1.27
CIHIX:
0.98
SVAIX:
1.60
CIHIX:
2.80
SVAIX:
6.54
CIHIX:
4.26%
SVAIX:
2.78%
CIHIX:
14.78%
SVAIX:
13.42%
CIHIX:
-61.58%
SVAIX:
-50.88%
CIHIX:
-2.74%
SVAIX:
-6.33%
Returns By Period
In the year-to-date period, CIHIX achieves a 10.01% return, which is significantly higher than SVAIX's 1.28% return. Over the past 10 years, CIHIX has underperformed SVAIX with an annualized return of 4.41%, while SVAIX has yielded a comparatively higher 6.86% annualized return.
CIHIX
10.01%
-2.66%
3.84%
12.05%
11.24%
4.41%
SVAIX
1.28%
-5.14%
-3.61%
17.34%
11.00%
6.86%
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CIHIX vs. SVAIX - Expense Ratio Comparison
CIHIX has a 1.00% expense ratio, which is higher than SVAIX's 0.81% expense ratio.
Risk-Adjusted Performance
CIHIX vs. SVAIX — Risk-Adjusted Performance Rank
CIHIX
SVAIX
CIHIX vs. SVAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen International High Dividend Fund (CIHIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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.
Dividends
CIHIX vs. SVAIX - Dividend Comparison
CIHIX's dividend yield for the trailing twelve months is around 4.63%, less than SVAIX's 5.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIHIX Cullen International High Dividend Fund | 4.63% | 5.21% | 4.04% | 2.85% | 3.00% | 2.21% | 3.54% | 3.14% | 3.34% | 3.10% | 2.93% | 4.61% |
SVAIX Federated Hermes Strategic Value Dividend Fund | 5.62% | 5.71% | 4.32% | 9.68% | 3.72% | 4.28% | 8.75% | 8.55% | 10.36% | 5.24% | 8.67% | 10.07% |
Drawdowns
CIHIX vs. SVAIX - Drawdown Comparison
The maximum CIHIX drawdown since its inception was -61.58%, which is greater than SVAIX's maximum drawdown of -50.88%. Use the drawdown chart below to compare losses from any high point for CIHIX and SVAIX. For additional features, visit the drawdowns tool.
Volatility
CIHIX vs. SVAIX - Volatility Comparison
Cullen International High Dividend Fund (CIHIX) has a higher volatility of 9.31% compared to Federated Hermes Strategic Value Dividend Fund (SVAIX) at 8.38%. This indicates that CIHIX's price experiences larger fluctuations and is considered to be riskier than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.