HRMDX vs. SWPPX
Compare and contrast key facts about Heartland Mid Cap Value Fund (HRMDX) and Schwab S&P 500 Index Fund (SWPPX).
HRMDX is managed by Heartland. It was launched on Oct 31, 2014. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRMDX or SWPPX.
Correlation
The correlation between HRMDX and SWPPX is 0.80, 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
HRMDX vs. SWPPX - Performance Comparison
Key characteristics
HRMDX:
0.06
SWPPX:
1.86
HRMDX:
0.17
SWPPX:
2.51
HRMDX:
1.02
SWPPX:
1.34
HRMDX:
0.04
SWPPX:
2.81
HRMDX:
0.14
SWPPX:
11.64
HRMDX:
5.04%
SWPPX:
2.04%
HRMDX:
12.52%
SWPPX:
12.77%
HRMDX:
-44.12%
SWPPX:
-55.06%
HRMDX:
-14.89%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, HRMDX achieves a 1.63% return, which is significantly lower than SWPPX's 4.63% return. Over the past 10 years, HRMDX has underperformed SWPPX with an annualized return of 3.65%, while SWPPX has yielded a comparatively higher 13.05% annualized return.
HRMDX
1.63%
-0.36%
-7.14%
1.99%
3.57%
3.65%
SWPPX
4.63%
2.56%
9.99%
25.10%
14.79%
13.05%
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HRMDX vs. SWPPX - Expense Ratio Comparison
HRMDX has a 1.10% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
HRMDX vs. SWPPX — Risk-Adjusted Performance Rank
HRMDX
SWPPX
HRMDX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Heartland Mid Cap Value Fund (HRMDX) 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
HRMDX vs. SWPPX - Dividend Comparison
HRMDX's dividend yield for the trailing twelve months is around 0.82%, less than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRMDX Heartland Mid Cap Value Fund | 0.82% | 0.83% | 0.69% | 0.56% | 2.15% | 0.45% | 0.80% | 1.34% | 0.76% | 0.69% | 0.71% | 0.32% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
HRMDX vs. SWPPX - Drawdown Comparison
The maximum HRMDX drawdown since its inception was -44.12%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for HRMDX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
HRMDX vs. SWPPX - Volatility Comparison
Heartland Mid Cap Value Fund (HRMDX) has a higher volatility of 3.23% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.07%. This indicates that HRMDX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.