ECF vs. HSTIX
Compare and contrast key facts about Ellsworth Growth and Income Fund Ltd. (ECF) and Homestead Stock Index Fund (HSTIX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ECF or HSTIX.
Correlation
The correlation between ECF and HSTIX is 0.45, 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
ECF vs. HSTIX - Performance Comparison
Key characteristics
ECF:
2.57
HSTIX:
1.83
ECF:
3.52
HSTIX:
2.47
ECF:
1.44
HSTIX:
1.33
ECF:
0.76
HSTIX:
2.76
ECF:
16.65
HSTIX:
11.23
ECF:
1.98%
HSTIX:
2.08%
ECF:
12.84%
HSTIX:
12.81%
ECF:
-49.29%
HSTIX:
-55.58%
ECF:
-20.54%
HSTIX:
0.00%
Returns By Period
In the year-to-date period, ECF achieves a 3.92% return, which is significantly lower than HSTIX's 4.33% return. Over the past 10 years, ECF has underperformed HSTIX with an annualized return of 9.28%, while HSTIX has yielded a comparatively higher 12.34% annualized return.
ECF
3.92%
1.72%
21.41%
32.33%
4.22%
9.28%
HSTIX
4.33%
2.28%
9.75%
23.16%
13.29%
12.34%
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Risk-Adjusted Performance
ECF vs. HSTIX — Risk-Adjusted Performance Rank
ECF
HSTIX
ECF vs. HSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ellsworth Growth and Income Fund Ltd. (ECF) and Homestead Stock Index Fund (HSTIX). 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
ECF vs. HSTIX - Dividend Comparison
ECF's dividend yield for the trailing twelve months is around 5.78%, more than HSTIX's 0.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECF Ellsworth Growth and Income Fund Ltd. | 5.78% | 6.01% | 6.44% | 6.52% | 12.14% | 9.59% | 6.63% | 7.57% | 4.68% | 5.32% | 10.22% | 6.08% |
HSTIX Homestead Stock Index Fund | 0.78% | 0.82% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% |
Drawdowns
ECF vs. HSTIX - Drawdown Comparison
The maximum ECF drawdown since its inception was -49.29%, smaller than the maximum HSTIX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for ECF and HSTIX. For additional features, visit the drawdowns tool.
Volatility
ECF vs. HSTIX - Volatility Comparison
Ellsworth Growth and Income Fund Ltd. (ECF) has a higher volatility of 3.42% compared to Homestead Stock Index Fund (HSTIX) at 3.19%. This indicates that ECF's price experiences larger fluctuations and is considered to be riskier than HSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.