KDHAX vs. HDCTX
Compare and contrast key facts about DWS CROCI Equity Dividend Fd (KDHAX) and Rational Equity Armor Fund (HDCTX).
KDHAX is managed by DWS. It was launched on Mar 18, 1988. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
KDHAX vs. HDCTX - Performance Comparison
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KDHAX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KDHAX DWS CROCI Equity Dividend Fd | 2.60% | 2.92% | 13.37% | 5.30% | 1.09% | 19.44% | -9.41% | 29.38% | -3.45% | 19.25% |
HDCTX Rational Equity Armor Fund | -1.36% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, KDHAX achieves a 2.60% return, which is significantly higher than HDCTX's -1.36% return. Over the past 10 years, KDHAX has outperformed HDCTX with an annualized return of 8.43%, while HDCTX has yielded a comparatively lower 4.46% annualized return.
KDHAX
- 1D
- 1.19%
- 1M
- -5.14%
- YTD
- 2.60%
- 6M
- 4.49%
- 1Y
- 4.46%
- 3Y*
- 8.10%
- 5Y*
- 6.75%
- 10Y*
- 8.43%
HDCTX
- 1D
- 0.95%
- 1M
- -3.07%
- YTD
- -1.36%
- 6M
- -1.82%
- 1Y
- 12.88%
- 3Y*
- 11.04%
- 5Y*
- 5.16%
- 10Y*
- 4.46%
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KDHAX vs. HDCTX - Expense Ratio Comparison
KDHAX has a 1.01% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
KDHAX vs. HDCTX — Risk / Return Rank
KDHAX
HDCTX
KDHAX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS CROCI Equity Dividend Fd (KDHAX) and Rational Equity Armor Fund (HDCTX). 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.
| KDHAX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 1.20 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.75 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.96 | -1.62 |
Martin ratioReturn relative to average drawdown | 0.96 | 5.25 | -4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KDHAX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 1.20 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.49 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.39 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.36 | +0.09 |
Correlation
The correlation between KDHAX and HDCTX is 0.78, 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.
Dividends
KDHAX vs. HDCTX - Dividend Comparison
KDHAX's dividend yield for the trailing twelve months is around 16.23%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KDHAX DWS CROCI Equity Dividend Fd | 16.23% | 15.94% | 9.07% | 5.94% | 6.24% | 9.57% | 5.53% | 7.13% | 12.23% | 1.60% | 1.81% | 2.34% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
KDHAX vs. HDCTX - Drawdown Comparison
The maximum KDHAX drawdown since its inception was -65.77%, which is greater than HDCTX's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for KDHAX and HDCTX.
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Drawdown Indicators
| KDHAX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.77% | -59.05% | -6.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -6.95% | -5.65% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -18.22% | +1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -40.08% | -19.43% | -20.65% |
Current DrawdownCurrent decline from peak | -7.96% | -6.07% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -6.45% | -2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 2.59% | +1.91% |
Volatility
KDHAX vs. HDCTX - Volatility Comparison
DWS CROCI Equity Dividend Fd (KDHAX) has a higher volatility of 3.81% compared to Rational Equity Armor Fund (HDCTX) at 2.15%. This indicates that KDHAX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KDHAX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 2.15% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 6.30% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 11.06% | +6.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 10.49% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.83% | 11.44% | +5.39% |