SICNX vs. SWMIX
Compare and contrast key facts about Schwab International Core Equity Fund (SICNX) and Schwab International Opportunities Fund (SWMIX).
SICNX is managed by Charles Schwab. It was launched on May 30, 2008. SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SICNX or SWMIX.
Correlation
The correlation between SICNX and SWMIX 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
SICNX vs. SWMIX - Performance Comparison
Key characteristics
SICNX:
0.75
SWMIX:
0.33
SICNX:
1.12
SWMIX:
0.58
SICNX:
1.15
SWMIX:
1.08
SICNX:
0.93
SWMIX:
0.15
SICNX:
3.10
SWMIX:
1.27
SICNX:
4.04%
SWMIX:
4.48%
SICNX:
16.69%
SWMIX:
17.31%
SICNX:
-55.95%
SWMIX:
-65.11%
SICNX:
-4.51%
SWMIX:
-31.03%
Returns By Period
In the year-to-date period, SICNX achieves a 8.04% return, which is significantly higher than SWMIX's 4.36% return. Over the past 10 years, SICNX has outperformed SWMIX with an annualized return of 4.98%, while SWMIX has yielded a comparatively lower -0.22% annualized return.
SICNX
8.04%
-4.14%
2.86%
12.83%
11.96%
4.98%
SWMIX
4.36%
-4.54%
-1.64%
5.84%
2.63%
-0.22%
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SICNX vs. SWMIX - Expense Ratio Comparison
SICNX has a 0.86% expense ratio, which is lower than SWMIX's 0.99% expense ratio.
Risk-Adjusted Performance
SICNX vs. SWMIX — Risk-Adjusted Performance Rank
SICNX
SWMIX
SICNX vs. SWMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and Schwab International Opportunities Fund (SWMIX). 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
SICNX vs. SWMIX - Dividend Comparison
SICNX's dividend yield for the trailing twelve months is around 2.42%, more than SWMIX's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SICNX Schwab International Core Equity Fund | 2.42% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% |
SWMIX Schwab International Opportunities Fund | 1.96% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
Drawdowns
SICNX vs. SWMIX - Drawdown Comparison
The maximum SICNX drawdown since its inception was -55.95%, smaller than the maximum SWMIX drawdown of -65.11%. Use the drawdown chart below to compare losses from any high point for SICNX and SWMIX. For additional features, visit the drawdowns tool.
Volatility
SICNX vs. SWMIX - Volatility Comparison
Schwab International Core Equity Fund (SICNX) and Schwab International Opportunities Fund (SWMIX) have volatilities of 10.43% and 10.88%, 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.