EKJAX vs. SWPPX
Compare and contrast key facts about Allspring Premier Large Company Growth Fund (EKJAX) and Schwab S&P 500 Index Fund (SWPPX).
EKJAX is managed by Allspring Global Investments. It was launched on Jan 20, 1998. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKJAX or SWPPX.
Correlation
The correlation between EKJAX and SWPPX is 0.92, 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
EKJAX vs. SWPPX - Performance Comparison
Key characteristics
EKJAX:
0.50
SWPPX:
0.56
EKJAX:
0.85
SWPPX:
0.91
EKJAX:
1.12
SWPPX:
1.13
EKJAX:
0.52
SWPPX:
0.58
EKJAX:
1.83
SWPPX:
2.42
EKJAX:
7.31%
SWPPX:
4.51%
EKJAX:
26.57%
SWPPX:
19.41%
EKJAX:
-68.92%
SWPPX:
-55.06%
EKJAX:
-16.03%
SWPPX:
-10.51%
Returns By Period
In the year-to-date period, EKJAX achieves a -9.69% return, which is significantly lower than SWPPX's -6.37% return. Both investments have delivered pretty close results over the past 10 years, with EKJAX having a 11.21% annualized return and SWPPX not far ahead at 11.77%.
EKJAX
-9.69%
-5.37%
-6.97%
11.07%
12.70%
11.21%
SWPPX
-6.37%
-4.97%
-4.98%
9.58%
15.89%
11.77%
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EKJAX vs. SWPPX - Expense Ratio Comparison
EKJAX has a 1.11% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
EKJAX vs. SWPPX — Risk-Adjusted Performance Rank
EKJAX
SWPPX
EKJAX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) and Schwab S&P 500 Index Fund (SWPPX). 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
EKJAX vs. SWPPX - Dividend Comparison
EKJAX's dividend yield for the trailing twelve months is around 22.65%, more than SWPPX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 22.65% | 20.46% | 40.04% | 0.00% | 27.04% | 12.00% | 8.11% | 21.24% | 28.36% | 11.30% | 7.21% | 1.38% |
SWPPX Schwab S&P 500 Index Fund | 1.31% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
EKJAX vs. SWPPX - Drawdown Comparison
The maximum EKJAX drawdown since its inception was -68.92%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for EKJAX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
EKJAX vs. SWPPX - Volatility Comparison
Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 16.90% compared to Schwab S&P 500 Index Fund (SWPPX) at 14.19%. This indicates that EKJAX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.