Schwab Large-Cap Growth Fund™ (SWLSX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWLSX
SWLSX charges 0.99% annually. There are 284 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | SWLSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | SWLSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SWLSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | SWLSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | SWLSX vs VIGAX |
Best Risk-Adjusted Alternatives to SWLSX
SWLSX has a PortfoliosLab risk / return rank of 28. There are 163 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | SWLSX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | SWLSX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | SWLSX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | SWLSX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | SWLSX vs FOCPX |
Top Performing SWLSX Alternatives (YTD)
SWLSX is at 7.87% YTD. There are 167 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | SWLSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | SWLSX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | SWLSX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | SWLSX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | SWLSX vs POGRX |
Lowest Volatility Alternatives to SWLSX
SWLSX has 16.96% 1-year volatility. There are 236 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | SWLSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | SWLSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | SWLSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | SWLSX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | SWLSX vs GQEPX |
Lowest Drawdown Alternatives to SWLSX
SWLSX has a 1-year max drawdown of -16.17%. There are 256 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SWLSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SWLSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SWLSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SWLSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SWLSX vs DNVYX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 9 categories. AUM among these funds goes as high as $248B.
Often Compared With SWLSX
Investors most often compare SWLSX with SCHG, FBGRX, SWYNX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare SWLSX with Any Fund or Stock
Compare SWLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWLSX with funds that move differently
Schwab Large-Cap Growth Fund™ alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWLSX.
Explore SWLSX Diversifiers