LGILX vs. SNXFX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Schwab 1000 Index Fund (SNXFX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
LGILX vs. SNXFX - Performance Comparison
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LGILX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | -11.81% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
SNXFX Schwab 1000 Index Fund | -6.94% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, LGILX achieves a -11.81% return, which is significantly lower than SNXFX's -6.94% return. Both investments have delivered pretty close results over the past 10 years, with LGILX having a 12.85% annualized return and SNXFX not far ahead at 13.39%.
LGILX
- 1D
- -0.65%
- 1M
- -8.59%
- YTD
- -11.81%
- 6M
- -22.46%
- 1Y
- -2.73%
- 3Y*
- 13.55%
- 5Y*
- 4.94%
- 10Y*
- 12.85%
SNXFX
- 1D
- -0.44%
- 1M
- -7.77%
- YTD
- -6.94%
- 6M
- -4.75%
- 1Y
- 14.35%
- 3Y*
- 16.93%
- 5Y*
- 10.55%
- 10Y*
- 13.39%
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LGILX vs. SNXFX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
LGILX vs. SNXFX — Risk / Return Rank
LGILX
SNXFX
LGILX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Schwab 1000 Index Fund (SNXFX). 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.
| LGILX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.82 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.27 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.02 | -1.32 |
Martin ratioReturn relative to average drawdown | -0.76 | 4.97 | -5.73 |
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
| LGILX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.82 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.61 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.55 | -0.24 |
Correlation
The correlation between LGILX and SNXFX is 0.93, 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
LGILX vs. SNXFX - Dividend Comparison
LGILX has not paid dividends to shareholders, while SNXFX's dividend yield for the trailing twelve months is around 1.56%.
| 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% |
SNXFX Schwab 1000 Index Fund | 1.56% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
LGILX vs. SNXFX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, which is greater than SNXFX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for LGILX and SNXFX.
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Drawdown Indicators
| LGILX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -55.08% | -12.66% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -12.33% | -13.85% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -25.36% | -17.64% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -34.58% | -8.42% |
Current DrawdownCurrent decline from peak | -26.18% | -8.94% | -17.24% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -8.80% | -12.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 2.54% | +7.56% |
Volatility
LGILX vs. SNXFX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 5.61% compared to Schwab 1000 Index Fund (SNXFX) at 4.35%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGILX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 4.35% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 9.32% | +10.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 18.40% | +7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 17.28% | +8.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 18.69% | +5.35% |