SFNNX vs. SFENX
Compare and contrast key facts about Schwab Fundamental International Large Company Index Fund (SFNNX) and Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX).
SFNNX is managed by Charles Schwab. It was launched on Apr 1, 2007. SFENX is managed by Charles Schwab. It was launched on Jan 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFNNX or SFENX.
Correlation
The correlation between SFNNX and SFENX is 0.69, 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.
Performance
SFNNX vs. SFENX - Performance Comparison
Key characteristics
SFNNX:
0.65
SFENX:
0.80
SFNNX:
0.98
SFENX:
1.20
SFNNX:
1.13
SFENX:
1.16
SFNNX:
0.77
SFENX:
0.86
SFNNX:
2.22
SFENX:
2.32
SFNNX:
4.75%
SFENX:
6.13%
SFNNX:
16.34%
SFENX:
17.88%
SFNNX:
-62.47%
SFENX:
-60.58%
SFNNX:
-1.46%
SFENX:
-6.84%
Returns By Period
In the year-to-date period, SFNNX achieves a 11.10% return, which is significantly higher than SFENX's 3.50% return. Over the past 10 years, SFNNX has outperformed SFENX with an annualized return of 5.77%, while SFENX has yielded a comparatively lower 4.72% annualized return.
SFNNX
11.10%
-0.60%
6.23%
9.85%
15.13%
5.77%
SFENX
3.50%
-3.77%
-1.36%
12.94%
11.93%
4.72%
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SFNNX vs. SFENX - Expense Ratio Comparison
SFNNX has a 0.25% expense ratio, which is lower than SFENX's 0.39% expense ratio.
Risk-Adjusted Performance
SFNNX vs. SFENX — Risk-Adjusted Performance Rank
SFNNX
SFENX
SFNNX vs. SFENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Large Company Index Fund (SFNNX) and Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX). 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
SFNNX vs. SFENX - Dividend Comparison
SFNNX's dividend yield for the trailing twelve months is around 3.25%, less than SFENX's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFNNX Schwab Fundamental International Large Company Index Fund | 3.25% | 3.61% | 3.27% | 2.92% | 3.81% | 2.43% | 3.68% | 3.51% | 2.70% | 3.20% | 2.91% | 3.60% |
SFENX Schwab Fundamental Emerging Markets Large Company Index Fund | 4.51% | 4.67% | 5.00% | 5.46% | 4.61% | 2.95% | 3.82% | 2.90% | 2.37% | 2.16% | 3.23% | 2.83% |
Drawdowns
SFNNX vs. SFENX - Drawdown Comparison
The maximum SFNNX drawdown since its inception was -62.47%, roughly equal to the maximum SFENX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for SFNNX and SFENX. For additional features, visit the drawdowns tool.
Volatility
SFNNX vs. SFENX - Volatility Comparison
Schwab Fundamental International Large Company Index Fund (SFNNX) has a higher volatility of 10.38% compared to Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX) at 9.68%. This indicates that SFNNX's price experiences larger fluctuations and is considered to be riskier than SFENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.