Correlation
The correlation between AMRGX and SWLGX is 0.91, 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.
AMRGX vs. SWLGX
Compare and contrast key facts about American Growth Fund Series One (AMRGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
AMRGX is managed by American Growth. It was launched on Jul 31, 1958. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. 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: AMRGX or SWLGX.
Performance
AMRGX vs. SWLGX - Performance Comparison
Loading data...
Key characteristics
AMRGX:
0.19
SWLGX:
0.71
AMRGX:
0.30
SWLGX:
1.02
AMRGX:
1.04
SWLGX:
1.14
AMRGX:
0.10
SWLGX:
0.67
AMRGX:
0.30
SWLGX:
2.23
AMRGX:
7.27%
SWLGX:
7.04%
AMRGX:
20.57%
SWLGX:
25.49%
AMRGX:
-79.73%
SWLGX:
-33.28%
AMRGX:
-11.28%
SWLGX:
-4.29%
Returns By Period
In the year-to-date period, AMRGX achieves a -5.08% return, which is significantly lower than SWLGX's -0.25% return.
AMRGX
-5.08%
2.37%
-10.79%
3.98%
10.15%
9.37%
8.36%
SWLGX
-0.25%
8.84%
0.61%
17.86%
19.82%
17.38%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AMRGX vs. SWLGX - Expense Ratio Comparison
AMRGX has a 4.07% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
AMRGX vs. SWLGX — Risk-Adjusted Performance Rank
AMRGX
SWLGX
AMRGX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Growth Fund Series One (AMRGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
Loading data...
Dividends
AMRGX vs. SWLGX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 13.05%, more than SWLGX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 13.05% | 12.39% | 8.17% | 7.77% | 12.21% | 2.37% | 0.00% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% |
Drawdowns
AMRGX vs. SWLGX - Drawdown Comparison
The maximum AMRGX drawdown since its inception was -79.73%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for AMRGX and SWLGX.
Loading data...
Volatility
AMRGX vs. SWLGX - Volatility Comparison
The current volatility for American Growth Fund Series One (AMRGX) is 5.07%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.87%. This indicates that AMRGX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...