RCMFX vs. PAGRX
Compare and contrast key facts about Schwartz Value Focused Fund (RCMFX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
RCMFX is managed by Schwartz. It was launched on Dec 30, 1983. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RCMFX or PAGRX.
Correlation
The correlation between RCMFX and PAGRX is 0.75, 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
RCMFX vs. PAGRX - Performance Comparison
Key characteristics
RCMFX:
1.54
PAGRX:
2.06
RCMFX:
1.93
PAGRX:
2.67
RCMFX:
1.34
PAGRX:
1.36
RCMFX:
1.39
PAGRX:
1.63
RCMFX:
4.25
PAGRX:
12.59
RCMFX:
9.08%
PAGRX:
3.58%
RCMFX:
25.13%
PAGRX:
21.84%
RCMFX:
-64.96%
PAGRX:
-79.19%
RCMFX:
-21.08%
PAGRX:
0.00%
Returns By Period
In the year-to-date period, RCMFX achieves a 9.07% return, which is significantly lower than PAGRX's 11.73% return. Over the past 10 years, RCMFX has outperformed PAGRX with an annualized return of 8.98%, while PAGRX has yielded a comparatively lower 5.30% annualized return.
RCMFX
9.07%
0.31%
10.10%
35.39%
15.92%
8.98%
PAGRX
11.73%
10.35%
22.10%
41.63%
13.80%
5.30%
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RCMFX vs. PAGRX - Expense Ratio Comparison
RCMFX has a 1.26% expense ratio, which is higher than PAGRX's 1.21% expense ratio.
Risk-Adjusted Performance
RCMFX vs. PAGRX — Risk-Adjusted Performance Rank
RCMFX
PAGRX
RCMFX vs. PAGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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
RCMFX vs. PAGRX - Dividend Comparison
RCMFX's dividend yield for the trailing twelve months is around 0.43%, more than PAGRX's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCMFX Schwartz Value Focused Fund | 0.43% | 0.47% | 0.63% | 0.87% | 0.31% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 1.09% | 0.00% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.20% | 0.22% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% |
Drawdowns
RCMFX vs. PAGRX - Drawdown Comparison
The maximum RCMFX drawdown since its inception was -64.96%, smaller than the maximum PAGRX drawdown of -79.19%. Use the drawdown chart below to compare losses from any high point for RCMFX and PAGRX. For additional features, visit the drawdowns tool.
Volatility
RCMFX vs. PAGRX - Volatility Comparison
The current volatility for Schwartz Value Focused Fund (RCMFX) is 5.11%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 7.49%. This indicates that RCMFX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.