SWMIX vs. SICNX
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Schwab International Core Equity Fund (SICNX).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. SICNX is managed by Charles Schwab. It was launched on May 30, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMIX or SICNX.
Correlation
The correlation between SWMIX and SICNX 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
SWMIX vs. SICNX - Performance Comparison
Key characteristics
SWMIX:
0.60
SICNX:
1.19
SWMIX:
0.92
SICNX:
1.70
SWMIX:
1.11
SICNX:
1.21
SWMIX:
0.22
SICNX:
1.75
SWMIX:
2.01
SICNX:
4.22
SWMIX:
3.96%
SICNX:
3.60%
SWMIX:
13.21%
SICNX:
12.80%
SWMIX:
-65.11%
SICNX:
-55.95%
SWMIX:
-31.77%
SICNX:
-4.18%
Returns By Period
In the year-to-date period, SWMIX achieves a 3.24% return, which is significantly lower than SICNX's 3.72% return. Over the past 10 years, SWMIX has underperformed SICNX with an annualized return of 0.37%, while SICNX has yielded a comparatively higher 5.46% annualized return.
SWMIX
3.24%
3.19%
-0.31%
7.25%
-2.24%
0.37%
SICNX
3.72%
4.08%
0.85%
14.57%
5.89%
5.46%
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SWMIX vs. SICNX - Expense Ratio Comparison
SWMIX has a 0.99% expense ratio, which is higher than SICNX's 0.86% expense ratio.
Risk-Adjusted Performance
SWMIX vs. SICNX — Risk-Adjusted Performance Rank
SWMIX
SICNX
SWMIX vs. SICNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Schwab International Core Equity Fund (SICNX). 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
SWMIX vs. SICNX - Dividend Comparison
SWMIX's dividend yield for the trailing twelve months is around 1.98%, less than SICNX's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 1.98% | 2.05% | 1.72% | 1.09% | 1.12% | 0.00% | 1.78% | 1.50% | 1.35% | 0.87% | 1.47% | 1.60% |
SICNX Schwab International Core Equity Fund | 2.52% | 2.61% | 2.67% | 3.42% | 2.86% | 1.04% | 3.56% | 2.86% | 2.33% | 2.49% | 2.04% | 1.66% |
Drawdowns
SWMIX vs. SICNX - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -65.11%, which is greater than SICNX's maximum drawdown of -55.95%. Use the drawdown chart below to compare losses from any high point for SWMIX and SICNX. For additional features, visit the drawdowns tool.
Volatility
SWMIX vs. SICNX - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) has a higher volatility of 4.21% compared to Schwab International Core Equity Fund (SICNX) at 3.97%. This indicates that SWMIX's price experiences larger fluctuations and is considered to be riskier than SICNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.