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.
Key characteristics
| AMRGX | SWLGX | |
|---|---|---|
| YTD Return | 0.72% | 7.65% |
| 1Y Return | 16.66% | 34.89% |
| 3Y Return (Ann) | 2.35% | 8.91% |
| 5Y Return (Ann) | 9.08% | 16.60% |
| Sharpe Ratio | 0.96 | 2.26 |
| Daily Std Dev | 17.44% | 15.14% |
| Max Drawdown | -80.08% | -32.69% |
| Current Drawdown | -6.14% | -3.94% |
Correlation
The correlation between AMRGX and SWLGX is 0.89, 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
AMRGX vs. SWLGX - Performance Comparison
In the year-to-date period, AMRGX achieves a 0.72% return, which is significantly lower than SWLGX's 7.65% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
AMRGX vs. SWLGX - Dividend Comparison
AMRGX's dividend yield for the trailing twelve months is around 8.11%, more than SWLGX's 0.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
AMRGX American Growth Fund Series One | 8.11% | 8.17% | 7.76% | 12.20% | 2.36% | 0.00% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.62% | 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 -80.08%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for AMRGX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
AMRGX vs. SWLGX - Volatility Comparison
The current volatility for American Growth Fund Series One (AMRGX) is 4.57%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.41%. 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.