Correlation
The correlation between SICNX and REREX is 0.79, 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.
SICNX vs. REREX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and American Funds EuroPacific Growth Fund Class R-4 (REREX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. REREX is managed by American Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SICNX or REREX.
Performance
SICNX vs. REREX - Performance Comparison
Loading data...
Key characteristics
SICNX:
0.93
REREX:
0.53
SICNX:
1.28
REREX:
0.67
SICNX:
1.18
REREX:
1.09
SICNX:
1.08
REREX:
0.34
SICNX:
3.59
REREX:
1.56
SICNX:
4.06%
REREX:
4.51%
SICNX:
16.71%
REREX:
16.64%
SICNX:
-55.95%
REREX:
-53.36%
SICNX:
-0.58%
REREX:
-3.74%
Returns By Period
In the year-to-date period, SICNX achieves a 17.82% return, which is significantly higher than REREX's 11.62% return. Both investments have delivered pretty close results over the past 10 years, with SICNX having a 5.68% annualized return and REREX not far behind at 5.52%.
SICNX
17.82%
4.77%
14.66%
14.28%
13.96%
12.55%
5.68%
REREX
11.62%
6.01%
7.50%
8.18%
8.23%
8.13%
5.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SICNX vs. REREX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is higher than REREX's 0.81% expense ratio.
Risk-Adjusted Performance
SICNX vs. REREX — Risk-Adjusted Performance Rank
SICNX
REREX
SICNX vs. REREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and American Funds EuroPacific Growth Fund Class R-4 (REREX). 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.
Loading data...
Dividends
SICNX vs. REREX - Dividend Comparison
SICNX's dividend yield for the trailing twelve months is around 2.22%, less than REREX's 6.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 2.22% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.62% | 2.49% | 2.04% | 3.71% |
REREX American Funds EuroPacific Growth Fund Class R-4 | 6.15% | 6.86% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.74% | 1.28% | 3.10% | 1.40% |
Drawdowns
SICNX vs. REREX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, roughly equal to the maximum REREX drawdown of -53.36%. Use the drawdown chart below to compare losses from any high point for SICNX and REREX.
Loading data...
Volatility
SICNX vs. REREX - Volatility Comparison
Schwab International Core Equity Fund (SICNX) and American Funds EuroPacific Growth Fund Class R-4 (REREX) have volatilities of 3.26% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...