BRLGX vs. SWLGX
Compare and contrast key facts about American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
BRLGX is managed by American Beacon. It was launched on Oct 31, 2003. 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.
Performance
BRLGX vs. SWLGX - Performance Comparison
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BRLGX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRLGX American Beacon Bridgeway Large Cap Growth Fund | -11.48% | 16.31% | 24.13% | 31.38% | -25.39% | 22.04% | 34.57% | 30.27% | -6.18% | -0.72% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, BRLGX achieves a -11.48% return, which is significantly higher than SWLGX's -13.06% return.
BRLGX
- 1D
- -0.61%
- 1M
- -7.71%
- YTD
- -11.48%
- 6M
- -9.59%
- 1Y
- 11.46%
- 3Y*
- 15.47%
- 5Y*
- 8.44%
- 10Y*
- 13.08%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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BRLGX vs. SWLGX - Expense Ratio Comparison
BRLGX has a 0.80% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
BRLGX vs. SWLGX — Risk / Return Rank
BRLGX
SWLGX
BRLGX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Growth Fund (BRLGX) 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.
| BRLGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.66 | -0.14 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.10 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.72 | -0.14 |
Martin ratioReturn relative to average drawdown | 1.95 | 2.51 | -0.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRLGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.66 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.68 | -0.21 |
Correlation
The correlation between BRLGX and SWLGX is 0.95, 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.
Dividends
BRLGX vs. SWLGX - Dividend Comparison
BRLGX's dividend yield for the trailing twelve months is around 11.42%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRLGX American Beacon Bridgeway Large Cap Growth Fund | 11.42% | 10.11% | 14.74% | 0.76% | 17.14% | 19.83% | 10.72% | 10.33% | 10.87% | 4.20% | 0.64% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% |
Drawdowns
BRLGX vs. SWLGX - Drawdown Comparison
The maximum BRLGX drawdown since its inception was -55.32%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for BRLGX and SWLGX.
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Drawdown Indicators
| BRLGX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -32.69% | -22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -16.16% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -32.69% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | — | — |
Current DrawdownCurrent decline from peak | -14.64% | -16.16% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -9.24% | -7.13% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 4.62% | -0.25% |
Volatility
BRLGX vs. SWLGX - Volatility Comparison
American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX) have volatilities of 5.54% and 5.38%, 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.
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Volatility by Period
| BRLGX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 5.38% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 11.82% | +0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 22.31% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.49% | 21.47% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 22.78% | -0.98% |