Schwab Monthly Income Fund - Enhanced Payout (SWKRX) Alternatives
Schwab Monthly Income Fund - Enhanced Payout (SWKRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWKRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SWKRX
SWKRX charges 0.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SWKRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SWKRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SWKRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SWKRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SWKRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SWKRX vs FYMIX |
Best Risk-Adjusted Alternatives to SWKRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SWKRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SWKRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SWKRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SWKRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SWKRX vs PMAIX |
Top Performing SWKRX Alternatives (YTD)
SWKRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SWKRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SWKRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SWKRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SWKRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SWKRX vs CONWX |
Lowest Volatility Alternatives to SWKRX
SWKRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SWKRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SWKRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SWKRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SWKRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SWKRX vs SICIX |
Lowest Drawdown Alternatives to SWKRX
SWKRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SWKRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SWKRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SWKRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SWKRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SWKRX vs SICIX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWKRX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWKRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWKRX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWKRX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWKRX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWKRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWKRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWKRX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWKRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWKRX vs SFLNX |
Often Compared With SWKRX
What investors most often compare with SWKRX, based on PortfoliosLab usage data.
Compare SWKRX with Any Fund or Stock
Compare SWKRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.