IDIVX vs. SAIFX

In the year-to-date period, IDIVX achieves a 1.90% return, which is significantly higher than SAIFX's -0.66% return. Over the past 10 years, IDIVX has outperformed SAIFX with an annualized return of 9.92%, while SAIFX has yielded a comparatively lower 8.42% annualized return.

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IDIVX has a 0.95% expense ratio, which is higher than SAIFX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) and ClearBridge Large Cap Value Fund (SAIFX). 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.

The current IDIVX Sharpe Ratio is 0.94, which is higher than the SAIFX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of IDIVX and SAIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IDIVX's dividend yield for the trailing twelve months is around 8.70%, less than SAIFX's 11.81% yield.

The maximum IDIVX drawdown since its inception was -31.64%, smaller than the maximum SAIFX drawdown of -53.58%. Use the drawdown chart below to compare losses from any high point for IDIVX and SAIFX.

Integrity Dividend Harvest Fund (IDIVX) and ClearBridge Large Cap Value Fund (SAIFX) have volatilities of 4.21% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.