LGILX vs. SWLGX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGILX or SWLGX.
Correlation
The correlation between LGILX and SWLGX is 0.97, 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. SWLGX - Performance Comparison
Key characteristics
LGILX:
1.33
SWLGX:
2.10
LGILX:
1.74
SWLGX:
2.72
LGILX:
1.26
SWLGX:
1.39
LGILX:
0.59
SWLGX:
2.76
LGILX:
6.89
SWLGX:
10.73
LGILX:
3.77%
SWLGX:
3.37%
LGILX:
19.57%
SWLGX:
17.21%
LGILX:
-54.56%
SWLGX:
-32.69%
LGILX:
-27.91%
SWLGX:
-2.68%
Returns By Period
In the year-to-date period, LGILX achieves a 24.41% return, which is significantly lower than SWLGX's 34.51% return.
LGILX
24.41%
-4.80%
1.74%
24.47%
3.49%
4.70%
SWLGX
34.51%
3.01%
11.68%
34.65%
19.24%
N/A
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LGILX vs. SWLGX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
LGILX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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. SWLGX - Dividend Comparison
LGILX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.02% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% |
Drawdowns
LGILX vs. SWLGX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -54.56%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for LGILX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
LGILX vs. SWLGX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 9.26% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.02%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.