SWHRX vs. SWMIX
Compare and contrast key facts about Schwab Target 2025 Fund (SWHRX) and Schwab International Opportunities Fund (SWMIX).
SWHRX is managed by Charles Schwab. It was launched on Mar 11, 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: SWHRX or SWMIX.
Correlation
The correlation between SWHRX and SWMIX is 0.89, 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
SWHRX vs. SWMIX - Performance Comparison
Key characteristics
SWHRX:
0.87
SWMIX:
0.91
SWHRX:
1.10
SWMIX:
1.34
SWHRX:
1.18
SWMIX:
1.16
SWHRX:
0.53
SWMIX:
0.34
SWHRX:
2.87
SWMIX:
2.95
SWHRX:
2.45%
SWMIX:
4.12%
SWHRX:
8.09%
SWMIX:
13.28%
SWHRX:
-37.97%
SWMIX:
-65.11%
SWHRX:
-7.36%
SWMIX:
-28.39%
Returns By Period
In the year-to-date period, SWHRX achieves a 2.80% return, which is significantly lower than SWMIX's 8.36% return. Over the past 10 years, SWHRX has outperformed SWMIX with an annualized return of 2.64%, while SWMIX has yielded a comparatively lower 0.55% annualized return.
SWHRX
2.80%
2.37%
-0.89%
5.68%
2.23%
2.64%
SWMIX
8.36%
7.98%
3.98%
9.46%
-1.28%
0.55%
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SWHRX vs. SWMIX - Expense Ratio Comparison
SWHRX has a 0.00% expense ratio, which is lower than SWMIX's 0.99% expense ratio.
Risk-Adjusted Performance
SWHRX vs. SWMIX — Risk-Adjusted Performance Rank
SWHRX
SWMIX
SWHRX vs. SWMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2025 Fund (SWHRX) 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
SWHRX vs. SWMIX - Dividend Comparison
SWHRX's dividend yield for the trailing twelve months is around 3.09%, more than SWMIX's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWHRX Schwab Target 2025 Fund | 3.09% | 3.17% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% |
SWMIX Schwab International Opportunities Fund | 1.89% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
Drawdowns
SWHRX vs. SWMIX - Drawdown Comparison
The maximum SWHRX drawdown since its inception was -37.97%, smaller than the maximum SWMIX drawdown of -65.11%. Use the drawdown chart below to compare losses from any high point for SWHRX and SWMIX. For additional features, visit the drawdowns tool.
Volatility
SWHRX vs. SWMIX - Volatility Comparison
The current volatility for Schwab Target 2025 Fund (SWHRX) is 1.58%, while Schwab International Opportunities Fund (SWMIX) has a volatility of 3.70%. This indicates that SWHRX experiences smaller price fluctuations and is considered to be less risky than SWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.