RCMFX vs. SYLD
Compare and contrast key facts about Schwartz Value Focused Fund (RCMFX) and Cambria Shareholder Yield ETF (SYLD).
RCMFX is managed by Schwartz. It was launched on Dec 30, 1983. SYLD is an actively managed fund by Cambria. It was launched on May 14, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RCMFX or SYLD.
Correlation
The correlation between RCMFX and SYLD 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. SYLD - Performance Comparison
Key characteristics
RCMFX:
1.54
SYLD:
0.24
RCMFX:
1.94
SYLD:
0.45
RCMFX:
1.34
SYLD:
1.05
RCMFX:
1.40
SYLD:
0.32
RCMFX:
4.15
SYLD:
0.72
RCMFX:
9.33%
SYLD:
5.11%
RCMFX:
25.11%
SYLD:
15.43%
RCMFX:
-64.96%
SYLD:
-45.36%
RCMFX:
-19.10%
SYLD:
-9.00%
Returns By Period
In the year-to-date period, RCMFX achieves a 11.80% return, which is significantly higher than SYLD's 1.05% return. Over the past 10 years, RCMFX has underperformed SYLD with an annualized return of 9.15%, while SYLD has yielded a comparatively higher 10.71% annualized return.
RCMFX
11.80%
0.03%
12.27%
37.91%
16.41%
9.15%
SYLD
1.05%
-3.10%
-0.13%
3.46%
14.44%
10.71%
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RCMFX vs. SYLD - Expense Ratio Comparison
RCMFX has a 1.26% expense ratio, which is higher than SYLD's 0.59% expense ratio.
Risk-Adjusted Performance
RCMFX vs. SYLD — Risk-Adjusted Performance Rank
RCMFX
SYLD
RCMFX vs. SYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) and Cambria Shareholder Yield ETF (SYLD). 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. SYLD - Dividend Comparison
RCMFX's dividend yield for the trailing twelve months is around 0.42%, less than SYLD's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RCMFX Schwartz Value Focused Fund | 0.42% | 0.47% | 0.63% | 0.87% | 0.31% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 1.09% | 0.00% |
SYLD Cambria Shareholder Yield ETF | 2.02% | 2.04% | 1.92% | 2.20% | 2.22% | 2.00% | 2.07% | 2.52% | 1.48% | 1.92% | 6.45% | 3.89% |
Drawdowns
RCMFX vs. SYLD - Drawdown Comparison
The maximum RCMFX drawdown since its inception was -64.96%, which is greater than SYLD's maximum drawdown of -45.36%. Use the drawdown chart below to compare losses from any high point for RCMFX and SYLD. For additional features, visit the drawdowns tool.
Volatility
RCMFX vs. SYLD - Volatility Comparison
Schwartz Value Focused Fund (RCMFX) has a higher volatility of 5.06% compared to Cambria Shareholder Yield ETF (SYLD) at 3.50%. This indicates that RCMFX's price experiences larger fluctuations and is considered to be riskier than SYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.