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 0.97, 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:
1.00
SFNNX:
0.96
TROSX:
1.43
SFNNX:
1.36
TROSX:
1.18
SFNNX:
1.17
TROSX:
1.32
SFNNX:
1.19
TROSX:
3.09
SFNNX:
2.81
TROSX:
4.19%
SFNNX:
4.36%
TROSX:
12.96%
SFNNX:
12.75%
TROSX:
-61.15%
SFNNX:
-62.47%
TROSX:
-1.53%
SFNNX:
-2.04%
Returns By Period
The year-to-date returns for both investments are quite close, with TROSX having a 7.81% return and SFNNX slightly higher at 8.01%. Over the past 10 years, TROSX has underperformed SFNNX with an annualized return of 5.19%, while SFNNX has yielded a comparatively higher 5.87% annualized return.
TROSX
7.81%
6.37%
2.49%
11.40%
6.36%
5.19%
SFNNX
8.01%
6.47%
2.28%
10.99%
8.43%
5.87%
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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 2.21%, less than SFNNX's 3.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROSX T. Rowe Price Overseas Stock Fund | 2.21% | 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 | 3.34% | 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) and Schwab Fundamental International Large Company Index Fund (SFNNX) have volatilities of 3.59% and 3.46%, 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.