HAGAX vs. SWMCX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund (HAGAX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAGAX or SWMCX.
Correlation
The correlation between HAGAX and SWMCX is 0.90, 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
HAGAX vs. SWMCX - Performance Comparison
Key characteristics
HAGAX:
0.33
SWMCX:
1.52
HAGAX:
0.53
SWMCX:
2.09
HAGAX:
1.08
SWMCX:
1.27
HAGAX:
0.19
SWMCX:
2.30
HAGAX:
1.11
SWMCX:
6.53
HAGAX:
6.16%
SWMCX:
3.14%
HAGAX:
20.80%
SWMCX:
13.56%
HAGAX:
-58.41%
SWMCX:
-40.34%
HAGAX:
-28.28%
SWMCX:
-3.72%
Returns By Period
In the year-to-date period, HAGAX achieves a 8.02% return, which is significantly higher than SWMCX's 4.85% return.
HAGAX
8.02%
-6.84%
6.30%
7.28%
2.53%
6.32%
SWMCX
4.85%
2.83%
9.74%
20.28%
10.24%
N/A
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HAGAX vs. SWMCX - Expense Ratio Comparison
HAGAX has a 1.03% expense ratio, which is higher than SWMCX's 0.04% expense ratio.
Risk-Adjusted Performance
HAGAX vs. SWMCX — Risk-Adjusted Performance Rank
HAGAX
SWMCX
HAGAX vs. SWMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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
HAGAX vs. SWMCX - Dividend Comparison
HAGAX has not paid dividends to shareholders, while SWMCX's dividend yield for the trailing twelve months is around 1.36%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.30% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.36% | 1.42% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HAGAX vs. SWMCX - Drawdown Comparison
The maximum HAGAX drawdown since its inception was -58.41%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for HAGAX and SWMCX. For additional features, visit the drawdowns tool.
Volatility
HAGAX vs. SWMCX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 13.88% compared to Schwab U.S. Mid-Cap Index Fund (SWMCX) at 3.63%. This indicates that HAGAX's price experiences larger fluctuations and is considered to be riskier than SWMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.