LGILX vs. SAMBX
LGILX (Schwab Select Large Cap Growth Fund) and SAMBX (Virtus Seix Floating Rate High Income Fund) are both mutual funds - LGILX is a Large Cap Growth Equities fund managed by Charles Schwab, while SAMBX is a Bank Loan fund managed by Virtus. Over the past 10 years, LGILX returned 13.58%/yr vs 4.54%/yr for SAMBX. Their 0.20 correlation means their historical movements had little consistent relationship. LGILX charges 0.71%/yr vs 0.64%/yr for SAMBX.
Performance
LGILX vs. SAMBX - Performance Comparison
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Returns By Period
In the year-to-date period, LGILX achieves a -0.46% return, which is significantly lower than SAMBX's 2.76% return. Over the past 10 years, LGILX has outperformed SAMBX with an annualized return of 13.58%, while SAMBX has yielded a comparatively lower 4.54% annualized return.
LGILX
- 1D
- 2.76%
- 1M
- -3.92%
- 6M
- 0.08%
- YTD
- -0.46%
- 1Y
- -5.09%
- 3Y*
- 11.98%
- 5Y*
- 4.24%
- 10Y*
- 13.58%
- ALL TIME*
- 7.47%
SAMBX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 2.94%
- YTD
- 2.76%
- 1Y
- 5.74%
- 3Y*
- 6.57%
- 5Y*
- 5.48%
- 10Y*
- 4.54%
- ALL TIME*
- 4.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LGILX vs. SAMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | -0.46% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
SAMBX Virtus Seix Floating Rate High Income Fund | 2.76% | 5.88% | 7.03% | 11.21% | -0.86% | 4.86% | 0.41% | 6.66% | 0.24% | 3.89% |
Correlation
The correlation between LGILX and SAMBX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2007 | 0.20 |
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Return for Risk
LGILX vs. SAMBX — Risk / Return Rank
LGILX
SAMBX
LGILX vs. SAMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Virtus Seix Floating Rate High Income Fund (SAMBX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGILX | SAMBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.89 | ||
| Sortino ratioReturn per unit of downside risk | -6.62 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.93 | -0.97 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 8.08 | -8.36 |
| Martin ratioReturn relative to average drawdown | -0.56 | 24.51 | -25.06 |
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Drawdowns
LGILX vs. SAMBX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, which is greater than SAMBX's maximum drawdown of -24.74%. Use the drawdown chart below to compare losses from any high point for LGILX and SAMBX.
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Drawdown Indicators
| LGILX | SAMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -24.74% | -43.00% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -0.78% | -25.40% |
Max Drawdown (3Y)Largest decline over 3 years | -26.18% | -2.95% | -23.23% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -5.66% | -37.34% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -20.91% | -22.09% |
Current DrawdownCurrent decline from peak | -16.69% | -0.26% | -16.43% |
Average DrawdownAverage peak-to-trough decline | -21.22% | -1.57% | -19.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.81% | 0.26% | +12.55% |
Volatility
LGILX vs. SAMBX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 6.10% compared to Virtus Seix Floating Rate High Income Fund (SAMBX) at 0.27%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than SAMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGILX | SAMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 0.27% | +5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.19% | 1.69% | +12.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 2.45% | +20.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.50% | 2.96% | +23.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.19% | 3.93% | +20.26% |
LGILX vs. SAMBX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than SAMBX's 0.64% expense ratio.
Dividends
LGILX vs. SAMBX - Dividend Comparison
LGILX has not paid dividends to shareholders, while SAMBX's dividend yield for the trailing twelve months is around 6.76%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 7.95% | 18.16% | 13.58% | 13.58% | 5.22% | 8.46% | 8.42% | 13.64% | 1.65% | 0.00% |
SAMBX Virtus Seix Floating Rate High Income Fund | 6.76% | 7.78% | 8.21% | 8.21% | 5.34% | 3.03% | 4.03% | 5.28% | 5.15% | 4.28% | 4.79% | 4.91% |
Frequently Asked Questions
LGILX and SAMBX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGILX has higher volatility (6.10%) compared to SAMBX (0.27%). In terms of maximum drawdown, LGILX dropped -67.74% vs SAMBX's -24.74%.
SAMBX currently has the higher Sharpe Ratio (2.58 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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