Schwab Monthly Income Fund - Maximum Payout (SWLRX) Alternatives
Schwab Monthly Income Fund - Maximum Payout (SWLRX) 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 SWLRX. 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 SWLRX
SWLRX charges 0.00% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SWLRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SWLRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SWLRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SWLRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SWLRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SWLRX vs FYMIX |
Best Risk-Adjusted Alternatives to SWLRX
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 | SWLRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SWLRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SWLRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SWLRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SWLRX vs PMAIX |
Top Performing SWLRX Alternatives (YTD)
SWLRX 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 | SWLRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SWLRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SWLRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SWLRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SWLRX vs CONWX |
Lowest Volatility Alternatives to SWLRX
SWLRX 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 | SWLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SWLRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SWLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SWLRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SWLRX vs SICIX |
Lowest Drawdown Alternatives to SWLRX
SWLRX 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 | SWLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SWLRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SWLRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SWLRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SWLRX 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 | SWLRX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWLRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWLRX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWLRX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWLRX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWLRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWLRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWLRX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWLRX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWLRX vs SFLNX |
Often Compared With SWLRX
What investors most often compare with SWLRX, based on PortfoliosLab usage data.
Compare SWLRX with Any Fund or Stock
Compare SWLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.