LGILX vs. SWOBX

In the year-to-date period, LGILX achieves a 24.41% return, which is significantly higher than SWOBX's 12.81% return. Over the past 10 years, LGILX has outperformed SWOBX with an annualized return of 4.70%, while SWOBX has yielded a comparatively lower 3.20% annualized return.

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LGILX has a 0.71% expense ratio, which is higher than SWOBX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Schwab Balanced Fund™ (SWOBX). 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.

The current LGILX Sharpe Ratio is 1.33, which is comparable to the SWOBX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of LGILX and SWOBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LGILX has not paid dividends to shareholders, while SWOBX's dividend yield for the trailing twelve months is around 1.91%.

The maximum LGILX drawdown since its inception was -54.56%, which is greater than SWOBX's maximum drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for LGILX and SWOBX. For additional features, visit the drawdowns tool.

Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 9.26% compared to Schwab Balanced Fund™ (SWOBX) at 2.87%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than SWOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.