MRESX vs. SWPPX
Compare and contrast key facts about Cromwell CenterSquare Real Estate Fund (MRESX) and Schwab S&P 500 Index Fund (SWPPX).
MRESX is managed by AMG. It was launched on Dec 31, 1997. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MRESX or SWPPX.
Correlation
The correlation between MRESX and SWPPX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MRESX vs. SWPPX - Performance Comparison
Key characteristics
MRESX:
0.93
SWPPX:
1.75
MRESX:
1.33
SWPPX:
2.35
MRESX:
1.17
SWPPX:
1.32
MRESX:
0.53
SWPPX:
2.66
MRESX:
3.22
SWPPX:
10.97
MRESX:
4.55%
SWPPX:
2.05%
MRESX:
15.67%
SWPPX:
12.89%
MRESX:
-80.43%
SWPPX:
-55.06%
MRESX:
-12.16%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, MRESX achieves a 1.93% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, MRESX has underperformed SWPPX with an annualized return of 1.17%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
MRESX
1.93%
2.02%
-1.72%
13.53%
1.54%
1.17%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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MRESX vs. SWPPX - Expense Ratio Comparison
MRESX has a 1.02% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
MRESX vs. SWPPX — Risk-Adjusted Performance Rank
MRESX
SWPPX
MRESX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cromwell CenterSquare Real Estate Fund (MRESX) 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
MRESX vs. SWPPX - Dividend Comparison
MRESX's dividend yield for the trailing twelve months is around 2.35%, more than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRESX Cromwell CenterSquare Real Estate Fund | 2.35% | 2.40% | 1.95% | 1.74% | 1.48% | 2.06% | 1.89% | 2.31% | 0.99% | 2.50% | 1.62% | 1.25% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
MRESX vs. SWPPX - Drawdown Comparison
The maximum MRESX drawdown since its inception was -80.43%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for MRESX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
MRESX vs. SWPPX - Volatility Comparison
Cromwell CenterSquare Real Estate Fund (MRESX) has a higher volatility of 3.66% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.43%. This indicates that MRESX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.