LGILX vs. AMAGX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGILX or AMAGX.
Correlation
The correlation between LGILX and AMAGX is 0.90, 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
LGILX vs. AMAGX - Performance Comparison
Key characteristics
LGILX:
1.33
AMAGX:
0.86
LGILX:
1.74
AMAGX:
1.24
LGILX:
1.26
AMAGX:
1.16
LGILX:
0.59
AMAGX:
1.26
LGILX:
6.89
AMAGX:
4.32
LGILX:
3.77%
AMAGX:
3.18%
LGILX:
19.57%
AMAGX:
15.91%
LGILX:
-54.56%
AMAGX:
-57.64%
LGILX:
-27.91%
AMAGX:
-6.92%
Returns By Period
In the year-to-date period, LGILX achieves a 24.41% return, which is significantly higher than AMAGX's 12.07% return. Over the past 10 years, LGILX has underperformed AMAGX with an annualized return of 4.70%, while AMAGX has yielded a comparatively higher 8.43% annualized return.
LGILX
24.41%
-4.80%
1.74%
24.47%
3.49%
4.70%
AMAGX
12.07%
-3.06%
-3.44%
12.91%
12.79%
8.43%
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LGILX vs. AMAGX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
LGILX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
LGILX vs. AMAGX - Dividend Comparison
Neither LGILX nor AMAGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% | 0.60% |
Drawdowns
LGILX vs. AMAGX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -54.56%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for LGILX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
LGILX vs. AMAGX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 9.26% compared to Amana Mutual Funds Trust Growth Fund (AMAGX) at 5.83%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.