GABGX vs. SCHG

In the year-to-date period, GABGX achieves a 5.26% return, which is significantly higher than SCHG's 3.73% return. Over the past 10 years, GABGX has underperformed SCHG with an annualized return of 8.64%, while SCHG has yielded a comparatively higher 16.51% annualized return.

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GABGX has a 1.34% expense ratio, which is higher than SCHG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Fund (GABGX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.

The current GABGX Sharpe Ratio is 0.99, which is lower than the SCHG Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of GABGX and SCHG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GABGX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.

The maximum GABGX drawdown since its inception was -69.52%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for GABGX and SCHG. For additional features, visit the drawdowns tool.

Gabelli Growth Fund (GABGX) has a higher volatility of 5.91% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.99%. This indicates that GABGX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.