CIVVX vs. VTWAX
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. VTWAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIVVX or VTWAX.
Correlation
The correlation between CIVVX and VTWAX is 0.67, 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
CIVVX vs. VTWAX - Performance Comparison
Key characteristics
CIVVX:
0.27
VTWAX:
0.58
CIVVX:
0.48
VTWAX:
0.93
CIVVX:
1.07
VTWAX:
1.13
CIVVX:
0.27
VTWAX:
0.61
CIVVX:
0.71
VTWAX:
2.76
CIVVX:
7.31%
VTWAX:
3.65%
CIVVX:
19.24%
VTWAX:
17.32%
CIVVX:
-70.48%
VTWAX:
-34.20%
CIVVX:
-7.17%
VTWAX:
-6.35%
Returns By Period
In the year-to-date period, CIVVX achieves a 10.27% return, which is significantly higher than VTWAX's -1.15% return.
CIVVX
10.27%
-2.17%
-2.11%
5.53%
14.99%
4.12%
VTWAX
-1.15%
-1.94%
-1.46%
10.53%
13.70%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CIVVX vs. VTWAX - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than VTWAX's 0.10% expense ratio.
Risk-Adjusted Performance
CIVVX vs. VTWAX — Risk-Adjusted Performance Rank
CIVVX
VTWAX
CIVVX vs. VTWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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
CIVVX vs. VTWAX - Dividend Comparison
CIVVX's dividend yield for the trailing twelve months is around 1.73%, less than VTWAX's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 1.73% | 1.91% | 1.63% | 1.54% | 1.60% | 1.11% | 2.95% | 2.51% | 1.73% | 1.69% | 1.70% | 2.31% |
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.92% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIVVX vs. VTWAX - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -70.48%, which is greater than VTWAX's maximum drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for CIVVX and VTWAX. For additional features, visit the drawdowns tool.
Volatility
CIVVX vs. VTWAX - Volatility Comparison
Causeway International Value Fund (CIVVX) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) have volatilities of 12.24% and 12.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.