SWMIX vs. SWHRX
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Schwab Target 2025 Fund (SWHRX).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. SWHRX is managed by Charles Schwab. It was launched on Mar 11, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMIX or SWHRX.
Correlation
The correlation between SWMIX and SWHRX 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
SWMIX vs. SWHRX - Performance Comparison
Key characteristics
SWMIX:
0.60
SWHRX:
0.83
SWMIX:
0.92
SWHRX:
1.06
SWMIX:
1.11
SWHRX:
1.17
SWMIX:
0.22
SWHRX:
0.50
SWMIX:
2.01
SWHRX:
3.38
SWMIX:
3.96%
SWHRX:
2.02%
SWMIX:
13.21%
SWHRX:
8.26%
SWMIX:
-65.11%
SWHRX:
-37.97%
SWMIX:
-31.77%
SWHRX:
-8.37%
Returns By Period
In the year-to-date period, SWMIX achieves a 3.24% return, which is significantly higher than SWHRX's 1.68% return. Over the past 10 years, SWMIX has underperformed SWHRX with an annualized return of 0.37%, while SWHRX has yielded a comparatively higher 2.69% annualized return.
SWMIX
3.24%
3.19%
-0.31%
7.25%
-2.24%
0.37%
SWHRX
1.68%
-3.04%
-0.86%
6.01%
2.16%
2.69%
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SWMIX vs. SWHRX - Expense Ratio Comparison
SWMIX has a 0.99% expense ratio, which is higher than SWHRX's 0.00% expense ratio.
Risk-Adjusted Performance
SWMIX vs. SWHRX — Risk-Adjusted Performance Rank
SWMIX
SWHRX
SWMIX vs. SWHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Schwab Target 2025 Fund (SWHRX). 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. SWHRX - Dividend Comparison
SWMIX's dividend yield for the trailing twelve months is around 1.98%, less than SWHRX's 3.12% 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% |
SWHRX Schwab Target 2025 Fund | 3.12% | 3.17% | 2.70% | 2.29% | 2.36% | 1.74% | 2.43% | 2.67% | 2.34% | 1.74% | 2.01% | 2.31% |
Drawdowns
SWMIX vs. SWHRX - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -65.11%, which is greater than SWHRX's maximum drawdown of -37.97%. Use the drawdown chart below to compare losses from any high point for SWMIX and SWHRX. For additional features, visit the drawdowns tool.
Volatility
SWMIX vs. SWHRX - Volatility Comparison
The current volatility for Schwab International Opportunities Fund (SWMIX) is 4.21%, while Schwab Target 2025 Fund (SWHRX) has a volatility of 5.52%. This indicates that SWMIX experiences smaller price fluctuations and is considered to be less risky than SWHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.