SCDGX vs. SCPIX
Compare and contrast key facts about DWS Core Equity Fund (SCDGX) and DWS S&P 500 Index Fund (SCPIX).
SCDGX is managed by DWS. It was launched on May 31, 1929. SCPIX is managed by DWS. It was launched on Aug 29, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCDGX or SCPIX.
Correlation
The correlation between SCDGX and SCPIX is 0.96, 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
SCDGX vs. SCPIX - Performance Comparison
Key characteristics
SCDGX:
0.71
SCPIX:
1.37
SCDGX:
0.97
SCPIX:
1.84
SCDGX:
1.15
SCPIX:
1.26
SCDGX:
0.64
SCPIX:
1.79
SCDGX:
2.92
SCPIX:
6.98
SCDGX:
3.67%
SCPIX:
2.62%
SCDGX:
15.02%
SCPIX:
13.33%
SCDGX:
-68.79%
SCPIX:
-55.47%
SCDGX:
-12.18%
SCPIX:
-7.97%
Returns By Period
In the year-to-date period, SCDGX achieves a -0.26% return, which is significantly higher than SCPIX's -0.62% return. Over the past 10 years, SCDGX has underperformed SCPIX with an annualized return of 4.83%, while SCPIX has yielded a comparatively higher 8.02% annualized return.
SCDGX
-0.26%
-10.71%
-5.96%
10.61%
4.23%
4.83%
SCPIX
-0.62%
-7.38%
-0.67%
18.20%
8.04%
8.02%
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SCDGX vs. SCPIX - Expense Ratio Comparison
SCDGX has a 0.55% expense ratio, which is higher than SCPIX's 0.29% expense ratio.
Risk-Adjusted Performance
SCDGX vs. SCPIX — Risk-Adjusted Performance Rank
SCDGX
SCPIX
SCDGX vs. SCPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund (SCDGX) and DWS S&P 500 Index Fund (SCPIX). 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
SCDGX vs. SCPIX - Dividend Comparison
SCDGX's dividend yield for the trailing twelve months is around 0.86%, less than SCPIX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCDGX DWS Core Equity Fund | 0.86% | 0.86% | 0.92% | 1.01% | 0.85% | 1.05% | 1.28% | 1.47% | 1.08% | 1.26% | 0.93% | 0.71% |
SCPIX DWS S&P 500 Index Fund | 1.08% | 1.07% | 1.23% | 1.33% | 1.07% | 1.37% | 1.50% | 1.78% | 1.68% | 1.85% | 1.40% | 1.78% |
Drawdowns
SCDGX vs. SCPIX - Drawdown Comparison
The maximum SCDGX drawdown since its inception was -68.79%, which is greater than SCPIX's maximum drawdown of -55.47%. Use the drawdown chart below to compare losses from any high point for SCDGX and SCPIX. For additional features, visit the drawdowns tool.
Volatility
SCDGX vs. SCPIX - Volatility Comparison
DWS Core Equity Fund (SCDGX) has a higher volatility of 8.62% compared to DWS S&P 500 Index Fund (SCPIX) at 5.80%. This indicates that SCDGX's price experiences larger fluctuations and is considered to be riskier than SCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.