DCINX vs. HWMIX
Compare and contrast key facts about Dunham International Stock Fund (DCINX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX).
DCINX is managed by Dunham. It was launched on Dec 10, 2004. HWMIX is managed by Hotchkis & Wiley. It was launched on Jan 2, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCINX or HWMIX.
Correlation
The correlation between DCINX and HWMIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DCINX vs. HWMIX - Performance Comparison
Key characteristics
DCINX:
-0.02
HWMIX:
-0.44
DCINX:
0.10
HWMIX:
-0.48
DCINX:
1.02
HWMIX:
0.93
DCINX:
-0.02
HWMIX:
-0.40
DCINX:
-0.05
HWMIX:
-1.37
DCINX:
7.79%
HWMIX:
7.50%
DCINX:
19.37%
HWMIX:
23.35%
DCINX:
-63.60%
HWMIX:
-75.03%
DCINX:
-11.62%
HWMIX:
-17.92%
Returns By Period
In the year-to-date period, DCINX achieves a 11.80% return, which is significantly higher than HWMIX's -12.11% return. Over the past 10 years, DCINX has underperformed HWMIX with an annualized return of 1.92%, while HWMIX has yielded a comparatively higher 2.26% annualized return.
DCINX
11.80%
1.10%
-4.01%
-0.82%
7.37%
1.92%
HWMIX
-12.11%
-6.26%
-13.52%
-9.63%
18.76%
2.26%
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DCINX vs. HWMIX - Expense Ratio Comparison
DCINX has a 2.92% expense ratio, which is higher than HWMIX's 1.01% expense ratio.
Risk-Adjusted Performance
DCINX vs. HWMIX — Risk-Adjusted Performance Rank
DCINX
HWMIX
DCINX vs. HWMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham International Stock Fund (DCINX) and Hotchkis & Wiley Mid-Cap Value Fund (HWMIX). 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. HWMIX - Dividend Comparison
DCINX's dividend yield for the trailing twelve months is around 2.48%, more than HWMIX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCINX Dunham International Stock Fund | 2.48% | 2.77% | 2.39% | 3.53% | 1.20% | 0.00% | 1.54% | 0.12% | 0.90% | 0.00% | 0.00% | 1.13% |
HWMIX Hotchkis & Wiley Mid-Cap Value Fund | 1.30% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 2.99% | 6.72% | 1.53% | 0.50% | 10.32% |
Drawdowns
DCINX vs. HWMIX - Drawdown Comparison
The maximum DCINX drawdown since its inception was -63.60%, smaller than the maximum HWMIX drawdown of -75.03%. Use the drawdown chart below to compare losses from any high point for DCINX and HWMIX. For additional features, visit the drawdowns tool.
Volatility
DCINX vs. HWMIX - Volatility Comparison
The current volatility for Dunham International Stock Fund (DCINX) is 9.65%, while Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) has a volatility of 16.96%. This indicates that DCINX experiences smaller price fluctuations and is considered to be less risky than HWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.