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 a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
EKJAX vs. SWPPX - Performance Comparison
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EKJAX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | -13.16% | 16.28% | 36.91% | 33.14% | -33.88% | 13.07% | 39.03% | 45.22% | 1.13% | 34.03% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, EKJAX achieves a -13.16% return, which is significantly lower than SWPPX's -7.07% return. Both investments have delivered pretty close results over the past 10 years, with EKJAX having a 14.16% annualized return and SWPPX not far behind at 13.71%.
EKJAX
- 1D
- -1.09%
- 1M
- -10.80%
- YTD
- -13.16%
- 6M
- -15.55%
- 1Y
- 12.74%
- 3Y*
- 18.22%
- 5Y*
- 6.34%
- 10Y*
- 14.16%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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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.
Return for Risk
EKJAX vs. SWPPX — Risk / Return Rank
EKJAX
SWPPX
EKJAX vs. SWPPX - Risk-Adjusted Trends 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.
| EKJAX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.53 | 0.84 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.30 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.06 | -0.52 |
Martin ratioReturn relative to average drawdown | 1.81 | 5.14 | -3.33 |
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
| EKJAX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | 0.84 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.68 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.76 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.48 | -0.11 |
Correlation
The correlation between EKJAX and SWPPX 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.
Dividends
EKJAX vs. SWPPX - Dividend Comparison
EKJAX's dividend yield for the trailing twelve months is around 37.32%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKJAX Allspring Premier Large Company Growth Fund | 37.32% | 32.41% | 20.46% | 40.04% | 0.00% | 27.04% | 12.00% | 16.22% | 21.24% | 28.36% | 11.30% | 7.21% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
EKJAX vs. SWPPX - Drawdown Comparison
The maximum EKJAX drawdown since its inception was -59.70%, 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.
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Drawdown Indicators
| EKJAX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.70% | -55.06% | -4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -18.10% | -12.10% | -6.00% |
Max Drawdown (5Y)Largest decline over 5 years | -50.43% | -24.51% | -25.92% |
Max Drawdown (10Y)Largest decline over 10 years | -50.43% | -33.80% | -16.63% |
Current DrawdownCurrent decline from peak | -18.10% | -8.89% | -9.21% |
Average DrawdownAverage peak-to-trough decline | -20.68% | -10.00% | -10.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 2.49% | +2.92% |
Volatility
EKJAX vs. SWPPX - Volatility Comparison
Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 6.72% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. 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.
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Volatility by Period
| EKJAX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 4.29% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 9.11% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.62% | 18.14% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.92% | 16.89% | +11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.30% | 18.19% | +7.11% |