PSILX vs. SWSSX
Compare and contrast key facts about T. Rowe Price Spectrum International Equity Fund (PSILX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
PSILX is managed by T. Rowe Price. It was launched on Dec 31, 1996. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSILX or SWSSX.
Correlation
The correlation between PSILX and SWSSX is 0.66, 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
PSILX vs. SWSSX - Performance Comparison
Key characteristics
PSILX:
0.84
SWSSX:
0.47
PSILX:
1.25
SWSSX:
0.81
PSILX:
1.15
SWSSX:
1.10
PSILX:
0.58
SWSSX:
0.40
PSILX:
2.73
SWSSX:
2.01
PSILX:
3.87%
SWSSX:
4.62%
PSILX:
12.65%
SWSSX:
19.84%
PSILX:
-67.58%
SWSSX:
-67.30%
PSILX:
-7.95%
SWSSX:
-13.48%
Returns By Period
In the year-to-date period, PSILX achieves a 7.36% return, which is significantly higher than SWSSX's -2.55% return. Over the past 10 years, PSILX has underperformed SWSSX with an annualized return of 3.30%, while SWSSX has yielded a comparatively higher 3.72% annualized return.
PSILX
7.36%
3.55%
1.31%
10.80%
4.94%
3.30%
SWSSX
-2.55%
-5.87%
-0.88%
8.46%
7.29%
3.72%
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PSILX vs. SWSSX - Expense Ratio Comparison
PSILX has a 0.89% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Risk-Adjusted Performance
PSILX vs. SWSSX — Risk-Adjusted Performance Rank
PSILX
SWSSX
PSILX vs. SWSSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum International Equity Fund (PSILX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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
PSILX vs. SWSSX - Dividend Comparison
PSILX's dividend yield for the trailing twelve months is around 1.90%, more than SWSSX's 1.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSILX T. Rowe Price Spectrum International Equity Fund | 1.90% | 2.04% | 1.88% | 1.45% | 1.30% | 0.75% | 1.99% | 1.97% | 1.37% | 1.77% | 1.36% | 3.82% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.70% | 1.66% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% |
Drawdowns
PSILX vs. SWSSX - Drawdown Comparison
The maximum PSILX drawdown since its inception was -67.58%, roughly equal to the maximum SWSSX drawdown of -67.30%. Use the drawdown chart below to compare losses from any high point for PSILX and SWSSX. For additional features, visit the drawdowns tool.
Volatility
PSILX vs. SWSSX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum International Equity Fund (PSILX) is 3.23%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 4.71%. This indicates that PSILX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.