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 0.69, 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
DCINX vs. HWMIX - Performance Comparison
Key characteristics
DCINX:
-0.10
HWMIX:
-0.30
DCINX:
-0.01
HWMIX:
-0.31
DCINX:
1.00
HWMIX:
0.96
DCINX:
-0.08
HWMIX:
-0.34
DCINX:
-0.23
HWMIX:
-0.95
DCINX:
7.09%
HWMIX:
5.31%
DCINX:
17.17%
HWMIX:
16.76%
DCINX:
-63.60%
HWMIX:
-75.03%
DCINX:
-12.48%
HWMIX:
-10.87%
Returns By Period
In the year-to-date period, DCINX achieves a 10.72% return, which is significantly higher than HWMIX's -4.56% return. Over the past 10 years, DCINX has underperformed HWMIX with an annualized return of 2.03%, while HWMIX has yielded a comparatively higher 3.34% annualized return.
DCINX
10.72%
1.80%
-7.24%
-1.89%
9.96%
2.03%
HWMIX
-4.56%
-0.61%
-6.17%
-4.29%
28.09%
3.34%
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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 2.50%, more than HWMIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCINX Dunham International Stock Fund | 2.50% | 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 | 1.20% | 1.15% | 0.28% | 0.49% | 1.28% | 2.25% | 1.60% | 1.13% | 0.40% | 0.31% | 0.50% | 0.65% |
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 5.02%, while Hotchkis & Wiley Mid-Cap Value Fund (HWMIX) has a volatility of 5.57%. 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.