NEIMX vs. SCHX
Compare and contrast key facts about Neiman Large Cap Value Fund (NEIMX) and Schwab U.S. Large-Cap ETF (SCHX).
NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEIMX or SCHX.
Correlation
The correlation between NEIMX and SCHX 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
NEIMX vs. SCHX - Performance Comparison
Key characteristics
NEIMX:
1.63
SCHX:
1.92
NEIMX:
2.25
SCHX:
2.57
NEIMX:
1.30
SCHX:
1.35
NEIMX:
2.44
SCHX:
2.89
NEIMX:
9.33
SCHX:
11.83
NEIMX:
1.84%
SCHX:
2.09%
NEIMX:
10.59%
SCHX:
12.87%
NEIMX:
-37.83%
SCHX:
-34.33%
NEIMX:
-0.21%
SCHX:
-0.41%
Returns By Period
In the year-to-date period, NEIMX achieves a 5.97% return, which is significantly higher than SCHX's 4.31% return. Over the past 10 years, NEIMX has underperformed SCHX with an annualized return of 3.12%, while SCHX has yielded a comparatively higher 15.70% annualized return.
NEIMX
5.97%
2.60%
7.74%
16.88%
3.01%
3.12%
SCHX
4.31%
1.00%
11.05%
25.42%
16.39%
15.70%
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NEIMX vs. SCHX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
NEIMX vs. SCHX — Risk-Adjusted Performance Rank
NEIMX
SCHX
NEIMX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and Schwab U.S. Large-Cap ETF (SCHX). 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
NEIMX vs. SCHX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 1.04%, less than SCHX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 1.04% | 1.10% | 1.36% | 1.15% | 1.01% | 1.20% | 1.16% | 1.20% | 1.08% | 1.27% | 1.20% | 2.01% |
SCHX Schwab U.S. Large-Cap ETF | 2.28% | 2.38% | 2.87% | 2.31% | 3.04% | 4.92% | 2.57% | 2.45% | 3.40% | 2.83% | 4.18% | 4.45% |
Drawdowns
NEIMX vs. SCHX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -37.83%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for NEIMX and SCHX. For additional features, visit the drawdowns tool.
Volatility
NEIMX vs. SCHX - Volatility Comparison
The current volatility for Neiman Large Cap Value Fund (NEIMX) is 2.45%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 2.90%. This indicates that NEIMX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.