MMSIX vs. SFSNX
Compare and contrast key facts about Praxis Small Cap Index Fund (MMSIX) and Schwab Fundamental US Small Company Index Fund (SFSNX).
MMSIX is managed by Praxis Mutual Funds. It was launched on May 1, 2007. SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMSIX or SFSNX.
Correlation
The correlation between MMSIX and SFSNX is 0.96, 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
MMSIX vs. SFSNX - Performance Comparison
Key characteristics
MMSIX:
0.54
SFSNX:
0.55
MMSIX:
0.91
SFSNX:
0.89
MMSIX:
1.11
SFSNX:
1.11
MMSIX:
0.35
SFSNX:
0.50
MMSIX:
2.39
SFSNX:
2.34
MMSIX:
4.22%
SFSNX:
4.09%
MMSIX:
18.79%
SFSNX:
17.55%
MMSIX:
-62.48%
SFSNX:
-62.71%
MMSIX:
-18.93%
SFSNX:
-9.22%
Returns By Period
In the year-to-date period, MMSIX achieves a -0.33% return, which is significantly higher than SFSNX's -1.30% return. Over the past 10 years, MMSIX has underperformed SFSNX with an annualized return of 0.32%, while SFSNX has yielded a comparatively higher 4.10% annualized return.
MMSIX
-0.33%
-4.26%
-1.02%
10.20%
5.31%
0.32%
SFSNX
-1.30%
-4.63%
0.24%
8.96%
6.08%
4.10%
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MMSIX vs. SFSNX - Expense Ratio Comparison
MMSIX has a 0.43% expense ratio, which is higher than SFSNX's 0.25% expense ratio.
Risk-Adjusted Performance
MMSIX vs. SFSNX — Risk-Adjusted Performance Rank
MMSIX
SFSNX
MMSIX vs. SFSNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Praxis Small Cap Index Fund (MMSIX) and Schwab Fundamental US Small Company Index Fund (SFSNX). 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
MMSIX vs. SFSNX - Dividend Comparison
MMSIX's dividend yield for the trailing twelve months is around 1.15%, less than SFSNX's 1.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMSIX Praxis Small Cap Index Fund | 1.15% | 1.15% | 1.30% | 0.13% | 0.82% | 0.79% | 0.92% | 0.57% | 0.83% | 0.00% | 0.00% | 0.00% |
SFSNX Schwab Fundamental US Small Company Index Fund | 1.74% | 1.71% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% |
Drawdowns
MMSIX vs. SFSNX - Drawdown Comparison
The maximum MMSIX drawdown since its inception was -62.48%, roughly equal to the maximum SFSNX drawdown of -62.71%. Use the drawdown chart below to compare losses from any high point for MMSIX and SFSNX. For additional features, visit the drawdowns tool.
Volatility
MMSIX vs. SFSNX - Volatility Comparison
Praxis Small Cap Index Fund (MMSIX) and Schwab Fundamental US Small Company Index Fund (SFSNX) have volatilities of 4.21% and 4.07%, 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.