TROSX vs. SFNNX
Compare and contrast key facts about T. Rowe Price Overseas Stock Fund (TROSX) and Schwab Fundamental International Large Company Index Fund (SFNNX).
TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006. SFNNX is managed by Charles Schwab. It was launched on Apr 1, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROSX or SFNNX.
Correlation
The correlation between TROSX and SFNNX is 0.80, 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
TROSX vs. SFNNX - Performance Comparison
Key characteristics
TROSX:
0.52
SFNNX:
0.58
TROSX:
0.88
SFNNX:
0.93
TROSX:
1.12
SFNNX:
1.13
TROSX:
0.68
SFNNX:
0.71
TROSX:
2.06
SFNNX:
2.07
TROSX:
4.60%
SFNNX:
4.75%
TROSX:
17.01%
SFNNX:
16.28%
TROSX:
-61.15%
SFNNX:
-62.47%
TROSX:
0.00%
SFNNX:
0.00%
Returns By Period
In the year-to-date period, TROSX achieves a 11.24% return, which is significantly lower than SFNNX's 13.51% return. Over the past 10 years, TROSX has underperformed SFNNX with an annualized return of 5.16%, while SFNNX has yielded a comparatively higher 6.08% annualized return.
TROSX
11.24%
9.84%
7.98%
8.73%
11.24%
5.16%
SFNNX
13.51%
10.11%
9.42%
9.42%
14.86%
6.08%
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TROSX vs. SFNNX - Expense Ratio Comparison
TROSX has a 0.77% expense ratio, which is higher than SFNNX's 0.25% expense ratio.
Risk-Adjusted Performance
TROSX vs. SFNNX — Risk-Adjusted Performance Rank
TROSX
SFNNX
TROSX vs. SFNNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Overseas Stock Fund (TROSX) and Schwab Fundamental International Large Company Index Fund (SFNNX). 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
TROSX vs. SFNNX - Dividend Comparison
TROSX's dividend yield for the trailing twelve months is around 2.14%, less than SFNNX's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROSX T. Rowe Price Overseas Stock Fund | 2.14% | 2.38% | 2.28% | 2.31% | 1.88% | 1.41% | 2.14% | 2.26% | 1.86% | 1.98% | 2.11% | 2.87% |
SFNNX Schwab Fundamental International Large Company Index Fund | 3.18% | 3.61% | 3.27% | 2.92% | 3.81% | 2.43% | 3.68% | 3.51% | 2.70% | 3.20% | 2.91% | 3.60% |
Drawdowns
TROSX vs. SFNNX - Drawdown Comparison
The maximum TROSX drawdown since its inception was -61.15%, roughly equal to the maximum SFNNX drawdown of -62.47%. Use the drawdown chart below to compare losses from any high point for TROSX and SFNNX. For additional features, visit the drawdowns tool.
Volatility
TROSX vs. SFNNX - Volatility Comparison
T. Rowe Price Overseas Stock Fund (TROSX) has a higher volatility of 4.34% compared to Schwab Fundamental International Large Company Index Fund (SFNNX) at 3.92%. This indicates that TROSX's price experiences larger fluctuations and is considered to be riskier than SFNNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.