DCINX vs. DCI
Compare and contrast key facts about Dunham International Stock Fund (DCINX) and Donaldson Company, Inc. (DCI).
DCINX is managed by Dunham. It was launched on Dec 10, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCINX or DCI.
Correlation
The correlation between DCINX and DCI is 0.56, 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
DCINX vs. DCI - Performance Comparison
Key characteristics
DCINX:
0.07
DCI:
0.27
DCINX:
0.19
DCI:
0.50
DCINX:
1.03
DCI:
1.06
DCINX:
0.05
DCI:
0.36
DCINX:
0.18
DCI:
0.94
DCINX:
6.49%
DCI:
5.57%
DCINX:
16.73%
DCI:
19.35%
DCINX:
-63.60%
DCI:
-56.90%
DCINX:
-13.54%
DCI:
-11.44%
Returns By Period
In the year-to-date period, DCINX achieves a 9.37% return, which is significantly higher than DCI's 2.53% return. Over the past 10 years, DCINX has underperformed DCI with an annualized return of 1.98%, while DCI has yielded a comparatively higher 8.10% annualized return.
DCINX
9.37%
5.32%
-7.91%
-0.47%
3.88%
1.98%
DCI
2.53%
-3.25%
-7.35%
5.77%
7.59%
8.10%
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Risk-Adjusted Performance
DCINX vs. DCI — Risk-Adjusted Performance Rank
DCINX
DCI
DCINX vs. DCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham International Stock Fund (DCINX) and Donaldson Company, Inc. (DCI). 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
DCINX vs. DCI - Dividend Comparison
DCINX's dividend yield for the trailing twelve months is around 2.53%, more than DCI's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCINX Dunham International Stock Fund | 2.53% | 2.77% | 2.39% | 3.53% | 1.20% | 0.00% | 1.54% | 0.12% | 0.90% | 0.00% | 0.00% | 1.13% |
DCI Donaldson Company, Inc. | 1.57% | 1.57% | 1.50% | 1.55% | 1.47% | 1.50% | 1.42% | 1.73% | 1.45% | 1.65% | 2.36% | 1.64% |
Drawdowns
DCINX vs. DCI - Drawdown Comparison
The maximum DCINX drawdown since its inception was -63.60%, which is greater than DCI's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for DCINX and DCI. For additional features, visit the drawdowns tool.
Volatility
DCINX vs. DCI - Volatility Comparison
The current volatility for Dunham International Stock Fund (DCINX) is 2.76%, while Donaldson Company, Inc. (DCI) has a volatility of 4.90%. This indicates that DCINX experiences smaller price fluctuations and is considered to be less risky than DCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.