MINVX vs. SWPPX
Compare and contrast key facts about Madison Investors Fund (MINVX) and Schwab S&P 500 Index Fund (SWPPX).
MINVX is managed by Madison Funds. It was launched on Nov 1, 1978. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MINVX or SWPPX.
Correlation
The correlation between MINVX and SWPPX is 0.91, 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
MINVX vs. SWPPX - Performance Comparison
Key characteristics
MINVX:
0.91
SWPPX:
1.87
MINVX:
1.24
SWPPX:
2.52
MINVX:
1.18
SWPPX:
1.34
MINVX:
1.15
SWPPX:
2.82
MINVX:
3.63
SWPPX:
11.68
MINVX:
3.39%
SWPPX:
2.04%
MINVX:
13.62%
SWPPX:
12.76%
MINVX:
-68.25%
SWPPX:
-55.06%
MINVX:
-5.09%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, MINVX achieves a 5.54% return, which is significantly higher than SWPPX's 4.20% return. Over the past 10 years, MINVX has underperformed SWPPX with an annualized return of 4.24%, while SWPPX has yielded a comparatively higher 13.00% annualized return.
MINVX
5.54%
1.32%
3.44%
11.95%
5.00%
4.24%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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MINVX vs. SWPPX - Expense Ratio Comparison
MINVX has a 0.91% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
MINVX vs. SWPPX — Risk-Adjusted Performance Rank
MINVX
SWPPX
MINVX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Investors Fund (MINVX) and Schwab S&P 500 Index Fund (SWPPX). 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
MINVX vs. SWPPX - Dividend Comparison
MINVX's dividend yield for the trailing twelve months is around 0.58%, less than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINVX Madison Investors Fund | 0.58% | 0.62% | 0.25% | 0.25% | 0.15% | 0.20% | 0.50% | 0.81% | 0.42% | 0.23% | 0.98% | 0.55% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
MINVX vs. SWPPX - Drawdown Comparison
The maximum MINVX drawdown since its inception was -68.25%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for MINVX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
MINVX vs. SWPPX - Volatility Comparison
The current volatility for Madison Investors Fund (MINVX) is 2.81%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.01%. This indicates that MINVX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.