LISIX vs. SICNX
Compare and contrast key facts about Lazard International Strategic Equity Portfolio R6 (LISIX) and Schwab International Core Equity Fund (SICNX).
LISIX is managed by Lazard. It was launched on Oct 31, 2005. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LISIX or SICNX.
Correlation
The correlation between LISIX and SICNX is 0.93, 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
LISIX vs. SICNX - Performance Comparison
Key characteristics
LISIX:
-0.38
SICNX:
1.09
LISIX:
-0.37
SICNX:
1.57
LISIX:
0.94
SICNX:
1.19
LISIX:
-0.29
SICNX:
1.61
LISIX:
-0.84
SICNX:
3.83
LISIX:
7.60%
SICNX:
3.67%
LISIX:
16.75%
SICNX:
12.92%
LISIX:
-58.85%
SICNX:
-55.95%
LISIX:
-16.19%
SICNX:
-1.19%
Returns By Period
In the year-to-date period, LISIX achieves a 7.21% return, which is significantly lower than SICNX's 7.96% return. Over the past 10 years, LISIX has underperformed SICNX with an annualized return of 1.87%, while SICNX has yielded a comparatively higher 5.22% annualized return.
LISIX
7.21%
2.92%
-12.06%
-8.13%
1.03%
1.87%
SICNX
7.96%
4.17%
1.48%
12.35%
7.24%
5.22%
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LISIX vs. SICNX - Expense Ratio Comparison
LISIX has a 0.80% expense ratio, which is lower than SICNX's 0.86% expense ratio.
Risk-Adjusted Performance
LISIX vs. SICNX — Risk-Adjusted Performance Rank
LISIX
SICNX
LISIX vs. SICNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard International Strategic Equity Portfolio R6 (LISIX) and Schwab International Core Equity Fund (SICNX). 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
LISIX vs. SICNX - Dividend Comparison
LISIX's dividend yield for the trailing twelve months is around 2.03%, less than SICNX's 2.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LISIX Lazard International Strategic Equity Portfolio R6 | 2.03% | 2.18% | 1.46% | 1.39% | 5.71% | 1.01% | 1.85% | 1.60% | 1.30% | 1.60% | 1.06% | 1.13% |
SICNX Schwab International Core Equity Fund | 2.42% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% |
Drawdowns
LISIX vs. SICNX - Drawdown Comparison
The maximum LISIX drawdown since its inception was -58.85%, which is greater than SICNX's maximum drawdown of -55.95%. Use the drawdown chart below to compare losses from any high point for LISIX and SICNX. For additional features, visit the drawdowns tool.
Volatility
LISIX vs. SICNX - Volatility Comparison
Lazard International Strategic Equity Portfolio R6 (LISIX) and Schwab International Core Equity Fund (SICNX) have volatilities of 3.36% and 3.24%, 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.