GABGX vs. SCHX
Compare and contrast key facts about Gabelli Growth Fund (GABGX) and Schwab U.S. Large-Cap ETF (SCHX).
GABGX is managed by Gabelli. It was launched on Apr 10, 1987. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABGX or SCHX.
Correlation
The correlation between GABGX and SCHX 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.
Performance
GABGX vs. SCHX - Performance Comparison
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Key characteristics
GABGX:
0.40
SCHX:
0.76
GABGX:
0.76
SCHX:
1.19
GABGX:
1.11
SCHX:
1.18
GABGX:
0.45
SCHX:
0.80
GABGX:
1.30
SCHX:
3.03
GABGX:
8.81%
SCHX:
5.01%
GABGX:
26.26%
SCHX:
19.67%
GABGX:
-69.52%
SCHX:
-34.33%
GABGX:
-7.26%
SCHX:
-3.05%
Returns By Period
In the year-to-date period, GABGX achieves a 2.67% return, which is significantly higher than SCHX's 1.55% return. Over the past 10 years, GABGX has underperformed SCHX with an annualized return of 8.25%, while SCHX has yielded a comparatively higher 14.11% annualized return.
GABGX
2.67%
17.46%
-2.89%
10.42%
18.84%
10.37%
8.25%
SCHX
1.55%
12.89%
0.93%
14.85%
18.18%
17.58%
14.11%
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GABGX vs. SCHX - Expense Ratio Comparison
GABGX has a 1.34% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
GABGX vs. SCHX — Risk-Adjusted Performance Rank
GABGX
SCHX
GABGX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Fund (GABGX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
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Dividends
GABGX vs. SCHX - Dividend Comparison
GABGX has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 1.21%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GABGX Gabelli Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.21% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
GABGX vs. SCHX - Drawdown Comparison
The maximum GABGX drawdown since its inception was -69.52%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for GABGX and SCHX. For additional features, visit the drawdowns tool.
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Volatility
GABGX vs. SCHX - Volatility Comparison
Gabelli Growth Fund (GABGX) has a higher volatility of 5.56% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.63%. This indicates that GABGX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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