KTCAX vs. POLIX
Compare and contrast key facts about DWS Science and Technology Fund (KTCAX) and Polen Growth Fund (POLIX).
KTCAX is managed by DWS. It was launched on Sep 6, 1948. POLIX is managed by Polen Capital. It was launched on Sep 15, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KTCAX or POLIX.
Correlation
The correlation between KTCAX and POLIX is 0.90, 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
KTCAX vs. POLIX - Performance Comparison
Key characteristics
KTCAX:
1.15
POLIX:
0.51
KTCAX:
1.53
POLIX:
0.75
KTCAX:
1.23
POLIX:
1.10
KTCAX:
0.98
POLIX:
0.28
KTCAX:
5.82
POLIX:
2.51
KTCAX:
4.41%
POLIX:
3.12%
KTCAX:
22.44%
POLIX:
15.51%
KTCAX:
-84.49%
POLIX:
-49.68%
KTCAX:
-11.74%
POLIX:
-21.83%
Returns By Period
In the year-to-date period, KTCAX achieves a -0.81% return, which is significantly higher than POLIX's -1.81% return. Over the past 10 years, KTCAX has underperformed POLIX with an annualized return of 9.03%, while POLIX has yielded a comparatively higher 10.36% annualized return.
KTCAX
-0.81%
-3.28%
-3.94%
24.71%
9.00%
9.03%
POLIX
-1.81%
-5.36%
0.07%
6.89%
4.96%
10.36%
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KTCAX vs. POLIX - Expense Ratio Comparison
KTCAX has a 0.89% expense ratio, which is lower than POLIX's 0.96% expense ratio.
Risk-Adjusted Performance
KTCAX vs. POLIX — Risk-Adjusted Performance Rank
KTCAX
POLIX
KTCAX vs. POLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Science and Technology Fund (KTCAX) and Polen Growth Fund (POLIX). 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
KTCAX vs. POLIX - Dividend Comparison
Neither KTCAX nor POLIX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DWS Science and Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% |
Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% |
Drawdowns
KTCAX vs. POLIX - Drawdown Comparison
The maximum KTCAX drawdown since its inception was -84.49%, which is greater than POLIX's maximum drawdown of -49.68%. Use the drawdown chart below to compare losses from any high point for KTCAX and POLIX. For additional features, visit the drawdowns tool.
Volatility
KTCAX vs. POLIX - Volatility Comparison
DWS Science and Technology Fund (KTCAX) has a higher volatility of 11.54% compared to Polen Growth Fund (POLIX) at 5.07%. This indicates that KTCAX's price experiences larger fluctuations and is considered to be riskier than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.