HAINX vs. SWPPX
Compare and contrast key facts about Harbor International Fund (HAINX) and Schwab S&P 500 Index Fund (SWPPX).
HAINX is managed by Harbor. It was launched on Dec 29, 1987. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAINX or SWPPX.
Correlation
The correlation between HAINX and SWPPX 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
HAINX vs. SWPPX - Performance Comparison
Key characteristics
HAINX:
0.55
SWPPX:
0.54
HAINX:
0.86
SWPPX:
0.88
HAINX:
1.12
SWPPX:
1.13
HAINX:
0.31
SWPPX:
0.56
HAINX:
1.93
SWPPX:
2.29
HAINX:
4.85%
SWPPX:
4.55%
HAINX:
17.03%
SWPPX:
19.42%
HAINX:
-62.61%
SWPPX:
-55.06%
HAINX:
-20.68%
SWPPX:
-9.86%
Returns By Period
In the year-to-date period, HAINX achieves a 9.20% return, which is significantly higher than SWPPX's -5.68% return. Over the past 10 years, HAINX has underperformed SWPPX with an annualized return of -1.54%, while SWPPX has yielded a comparatively higher 11.99% annualized return.
HAINX
9.20%
0.77%
5.45%
9.57%
11.80%
-1.54%
SWPPX
-5.68%
-0.91%
-4.25%
9.78%
15.85%
11.99%
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HAINX vs. SWPPX - Expense Ratio Comparison
HAINX has a 0.77% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
HAINX vs. SWPPX — Risk-Adjusted Performance Rank
HAINX
SWPPX
HAINX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor International Fund (HAINX) and Schwab S&P 500 Index Fund (SWPPX). 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
HAINX vs. SWPPX - Dividend Comparison
HAINX's dividend yield for the trailing twelve months is around 3.54%, more than SWPPX's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAINX Harbor International Fund | 3.54% | 3.86% | 3.55% | 3.32% | 2.15% | 1.05% | 3.12% | 2.46% | 1.84% | 1.99% | 1.82% | 2.19% |
SWPPX Schwab S&P 500 Index Fund | 1.30% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
HAINX vs. SWPPX - Drawdown Comparison
The maximum HAINX drawdown since its inception was -62.61%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for HAINX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
HAINX vs. SWPPX - Volatility Comparison
The current volatility for Harbor International Fund (HAINX) is 10.80%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 14.19%. This indicates that HAINX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.