Correlation
The correlation between SCINX and SWPPX is 0.64, 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.
SCINX vs. SWPPX
Compare and contrast key facts about DWS CROCI International Fund (SCINX) and Schwab S&P 500 Index Fund (SWPPX).
SCINX is managed by DWS. It was launched on Jun 17, 1953. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCINX or SWPPX.
Performance
SCINX vs. SWPPX - Performance Comparison
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Key characteristics
SCINX:
1.16
SWPPX:
0.70
SCINX:
1.48
SWPPX:
1.04
SCINX:
1.20
SWPPX:
1.15
SCINX:
1.18
SWPPX:
0.69
SCINX:
4.00
SWPPX:
2.63
SCINX:
4.21%
SWPPX:
4.92%
SCINX:
16.11%
SWPPX:
19.78%
SCINX:
-63.90%
SWPPX:
-55.06%
SCINX:
-0.42%
SWPPX:
-3.42%
Returns By Period
In the year-to-date period, SCINX achieves a 19.29% return, which is significantly higher than SWPPX's 1.05% return. Over the past 10 years, SCINX has underperformed SWPPX with an annualized return of 4.37%, while SWPPX has yielded a comparatively higher 12.79% annualized return.
SCINX
19.29%
2.44%
20.03%
18.48%
10.81%
10.85%
4.37%
SWPPX
1.05%
6.45%
-0.81%
13.73%
14.14%
15.91%
12.79%
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SCINX vs. SWPPX - Expense Ratio Comparison
SCINX has a 0.91% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
SCINX vs. SWPPX — Risk-Adjusted Performance Rank
SCINX
SWPPX
SCINX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS CROCI International Fund (SCINX) 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.
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Dividends
SCINX vs. SWPPX - Dividend Comparison
SCINX's dividend yield for the trailing twelve months is around 2.68%, more than SWPPX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCINX DWS CROCI International Fund | 2.68% | 3.20% | 3.55% | 3.48% | 3.89% | 1.80% | 3.39% | 3.73% | 2.49% | 3.76% | 3.52% | 11.00% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
SCINX vs. SWPPX - Drawdown Comparison
The maximum SCINX drawdown since its inception was -63.90%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SCINX and SWPPX.
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Volatility
SCINX vs. SWPPX - Volatility Comparison
The current volatility for DWS CROCI International Fund (SCINX) is 2.91%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.76%. This indicates that SCINX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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