FAIRX vs. SWTSX
Compare and contrast key facts about Fairholme Fund (FAIRX) and Schwab Total Stock Market Index Fund (SWTSX).
FAIRX is managed by Fairholme. It was launched on Dec 29, 1999. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIRX or SWTSX.
Correlation
The correlation between FAIRX and SWTSX is 0.66, 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
FAIRX vs. SWTSX - Performance Comparison
Key characteristics
FAIRX:
-0.33
SWTSX:
1.77
FAIRX:
-0.33
SWTSX:
2.40
FAIRX:
0.96
SWTSX:
1.32
FAIRX:
-0.26
SWTSX:
2.69
FAIRX:
-0.62
SWTSX:
10.68
FAIRX:
11.05%
SWTSX:
2.16%
FAIRX:
20.81%
SWTSX:
13.05%
FAIRX:
-63.71%
SWTSX:
-54.70%
FAIRX:
-20.71%
SWTSX:
0.00%
Returns By Period
In the year-to-date period, FAIRX achieves a 5.46% return, which is significantly higher than SWTSX's 4.65% return. Over the past 10 years, FAIRX has underperformed SWTSX with an annualized return of -0.20%, while SWTSX has yielded a comparatively higher 12.35% annualized return.
FAIRX
5.46%
-0.48%
-13.67%
-5.79%
9.27%
-0.20%
SWTSX
4.65%
2.34%
10.40%
24.60%
13.97%
12.35%
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FAIRX vs. SWTSX - Expense Ratio Comparison
FAIRX has a 1.00% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
FAIRX vs. SWTSX — Risk-Adjusted Performance Rank
FAIRX
SWTSX
FAIRX vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairholme Fund (FAIRX) and Schwab Total Stock Market Index Fund (SWTSX). 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
FAIRX vs. SWTSX - Dividend Comparison
FAIRX's dividend yield for the trailing twelve months is around 0.67%, less than SWTSX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIRX Fairholme Fund | 0.67% | 0.71% | 0.41% | 0.00% | 0.00% | 0.00% | 0.83% | 2.23% | 1.29% | 1.87% | 3.24% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
FAIRX vs. SWTSX - Drawdown Comparison
The maximum FAIRX drawdown since its inception was -63.71%, which is greater than SWTSX's maximum drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for FAIRX and SWTSX. For additional features, visit the drawdowns tool.
Volatility
FAIRX vs. SWTSX - Volatility Comparison
Fairholme Fund (FAIRX) has a higher volatility of 4.27% compared to Schwab Total Stock Market Index Fund (SWTSX) at 3.11%. This indicates that FAIRX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.