AASCX vs. SWMCX
Compare and contrast key facts about Thrivent Mid Cap Stock Fund (AASCX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
AASCX is managed by Thrivent. It was launched on Jun 30, 1993. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AASCX or SWMCX.
Correlation
The correlation between AASCX and SWMCX is 0.87, 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
AASCX vs. SWMCX - Performance Comparison
Key characteristics
AASCX:
-0.38
SWMCX:
0.21
AASCX:
-0.41
SWMCX:
0.43
AASCX:
0.95
SWMCX:
1.06
AASCX:
-0.26
SWMCX:
0.19
AASCX:
-0.93
SWMCX:
0.66
AASCX:
8.40%
SWMCX:
6.18%
AASCX:
20.70%
SWMCX:
19.53%
AASCX:
-64.94%
SWMCX:
-40.34%
AASCX:
-23.83%
SWMCX:
-13.06%
Returns By Period
In the year-to-date period, AASCX achieves a -7.64% return, which is significantly lower than SWMCX's -5.33% return.
AASCX
-7.64%
-5.43%
-12.02%
-7.45%
7.71%
2.66%
SWMCX
-5.33%
-3.16%
-5.98%
3.92%
12.35%
N/A
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AASCX vs. SWMCX - Expense Ratio Comparison
AASCX has a 0.98% expense ratio, which is higher than SWMCX's 0.04% expense ratio.
Risk-Adjusted Performance
AASCX vs. SWMCX — Risk-Adjusted Performance Rank
AASCX
SWMCX
AASCX vs. SWMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Mid Cap Stock Fund (AASCX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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
AASCX vs. SWMCX - Dividend Comparison
AASCX's dividend yield for the trailing twelve months is around 0.45%, less than SWMCX's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AASCX Thrivent Mid Cap Stock Fund | 0.45% | 0.41% | 0.32% | 0.22% | 0.00% | 0.09% | 0.17% | 0.20% | 0.00% | 0.10% | 0.16% | 0.22% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.50% | 1.42% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AASCX vs. SWMCX - Drawdown Comparison
The maximum AASCX drawdown since its inception was -64.94%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for AASCX and SWMCX. For additional features, visit the drawdowns tool.
Volatility
AASCX vs. SWMCX - Volatility Comparison
Thrivent Mid Cap Stock Fund (AASCX) and Schwab U.S. Mid-Cap Index Fund (SWMCX) have volatilities of 13.47% and 13.90%, 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.