IDIVX vs. BEGIX
Compare and contrast key facts about Integrity Dividend Harvest Fund (IDIVX) and Sterling Capital Equity Income Fund (BEGIX).
IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IDIVX or BEGIX.
Correlation
The correlation between IDIVX and BEGIX is 0.87, 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
IDIVX vs. BEGIX - Performance Comparison
Key characteristics
IDIVX:
2.13
BEGIX:
-0.60
IDIVX:
2.96
BEGIX:
-0.55
IDIVX:
1.38
BEGIX:
0.86
IDIVX:
4.16
BEGIX:
-0.51
IDIVX:
14.64
BEGIX:
-2.87
IDIVX:
1.51%
BEGIX:
4.72%
IDIVX:
10.37%
BEGIX:
22.66%
IDIVX:
-33.38%
BEGIX:
-43.85%
IDIVX:
-4.01%
BEGIX:
-25.93%
Returns By Period
In the year-to-date period, IDIVX achieves a 19.92% return, which is significantly higher than BEGIX's -15.40% return. Over the past 10 years, IDIVX has outperformed BEGIX with an annualized return of 7.18%, while BEGIX has yielded a comparatively lower 3.37% annualized return.
IDIVX
19.92%
-1.72%
7.33%
21.04%
8.61%
7.18%
BEGIX
-15.40%
-23.60%
-19.71%
-14.49%
1.70%
3.37%
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IDIVX vs. BEGIX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than BEGIX's 0.79% expense ratio.
Risk-Adjusted Performance
IDIVX vs. BEGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) and Sterling Capital Equity Income Fund (BEGIX). 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
IDIVX vs. BEGIX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 2.42%, more than BEGIX's 1.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 2.42% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
BEGIX Sterling Capital Equity Income Fund | 1.94% | 1.64% | 1.64% | 1.33% | 1.73% | 2.07% | 1.92% | 2.01% | 1.95% | 2.24% | 2.06% | 1.56% |
Drawdowns
IDIVX vs. BEGIX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -33.38%, smaller than the maximum BEGIX drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for IDIVX and BEGIX. For additional features, visit the drawdowns tool.
Volatility
IDIVX vs. BEGIX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 3.95%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 22.33%. This indicates that IDIVX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.