SCOBX vs. FXAIX
Compare and contrast key facts about DWS International Growth Fund (SCOBX) and Fidelity 500 Index Fund (FXAIX).
SCOBX is managed by DWS. It was launched on Jul 22, 1986. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCOBX or FXAIX.
Correlation
The correlation between SCOBX and FXAIX is 0.85, 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
SCOBX vs. FXAIX - Performance Comparison
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Key characteristics
SCOBX:
0.46
FXAIX:
0.52
SCOBX:
0.80
FXAIX:
0.88
SCOBX:
1.11
FXAIX:
1.13
SCOBX:
0.32
FXAIX:
0.56
SCOBX:
2.07
FXAIX:
2.18
SCOBX:
4.07%
FXAIX:
4.85%
SCOBX:
17.95%
FXAIX:
19.47%
SCOBX:
-70.10%
FXAIX:
-33.79%
SCOBX:
-13.31%
FXAIX:
-7.66%
Returns By Period
In the year-to-date period, SCOBX achieves a 8.64% return, which is significantly higher than FXAIX's -3.38% return. Over the past 10 years, SCOBX has underperformed FXAIX with an annualized return of 4.41%, while FXAIX has yielded a comparatively higher 12.44% annualized return.
SCOBX
8.64%
10.79%
3.35%
8.00%
6.19%
4.41%
FXAIX
-3.38%
7.51%
-5.01%
9.78%
15.87%
12.44%
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SCOBX vs. FXAIX - Expense Ratio Comparison
SCOBX has a 0.92% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SCOBX vs. FXAIX — Risk-Adjusted Performance Rank
SCOBX
FXAIX
SCOBX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS International Growth Fund (SCOBX) and Fidelity 500 Index Fund (FXAIX). 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
SCOBX vs. FXAIX - Dividend Comparison
SCOBX's dividend yield for the trailing twelve months is around 1.39%, more than FXAIX's 1.32% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCOBX DWS International Growth Fund | 1.39% | 1.51% | 1.57% | 0.66% | 2.10% | 0.81% | 1.01% | 1.29% | 0.46% | 0.14% | 0.00% | 0.90% |
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
SCOBX vs. FXAIX - Drawdown Comparison
The maximum SCOBX drawdown since its inception was -70.10%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SCOBX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
SCOBX vs. FXAIX - Volatility Comparison
The current volatility for DWS International Growth Fund (SCOBX) is 4.62%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.81%. This indicates that SCOBX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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