LGILX vs. SWOBX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Schwab Balanced Fund™ (SWOBX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Performance
LGILX vs. SWOBX - Performance Comparison
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LGILX vs. SWOBX - 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% |
SWOBX Schwab Balanced Fund™ | -4.75% | 12.76% | 12.51% | 18.25% | -18.86% | 14.76% | 14.73% | 20.13% | -4.35% | 15.52% |
Returns By Period
In the year-to-date period, LGILX achieves a -11.81% return, which is significantly lower than SWOBX's -4.75% return. Over the past 10 years, LGILX has outperformed SWOBX with an annualized return of 12.85%, while SWOBX has yielded a comparatively lower 7.90% annualized return.
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%
SWOBX
- 1D
- -0.06%
- 1M
- -6.07%
- YTD
- -4.75%
- 6M
- -2.83%
- 1Y
- 9.96%
- 3Y*
- 10.26%
- 5Y*
- 5.35%
- 10Y*
- 7.90%
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LGILX vs. SWOBX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than SWOBX's 0.00% expense ratio.
Return for Risk
LGILX vs. SWOBX — Risk / Return Rank
LGILX
SWOBX
LGILX vs. SWOBX - Risk-Adjusted Trends Comparison
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.
| LGILX | SWOBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.10 | 0.90 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.04 | 1.37 | -1.33 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.19 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.23 | -1.52 |
Martin ratioReturn relative to average drawdown | -0.76 | 5.34 | -6.10 |
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 | SWOBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.10 | 0.90 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.39 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.62 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.58 | -0.26 |
Correlation
The correlation between LGILX and SWOBX is 0.91, 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. SWOBX - Dividend Comparison
LGILX has not paid dividends to shareholders, while SWOBX's dividend yield for the trailing twelve months is around 5.75%.
| 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% |
SWOBX Schwab Balanced Fund™ | 5.75% | 5.47% | 4.94% | 5.67% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% |
Drawdowns
LGILX vs. SWOBX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -67.74%, which is greater than SWOBX's maximum drawdown of -35.99%. Use the drawdown chart below to compare losses from any high point for LGILX and SWOBX.
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Drawdown Indicators
| LGILX | SWOBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.74% | -35.99% | -31.75% |
Max Drawdown (1Y)Largest decline over 1 year | -26.18% | -7.36% | -18.82% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -28.30% | -14.70% |
Max Drawdown (10Y)Largest decline over 10 years | -43.00% | -28.30% | -14.70% |
Current DrawdownCurrent decline from peak | -26.18% | -6.58% | -19.60% |
Average DrawdownAverage peak-to-trough decline | -21.31% | -6.25% | -15.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.10% | 1.69% | +8.41% |
Volatility
LGILX vs. SWOBX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 5.61% compared to Schwab Balanced Fund™ (SWOBX) at 3.45%. 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.
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Volatility by Period
| LGILX | SWOBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.61% | 3.45% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 19.46% | 6.32% | +13.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.38% | 11.23% | +15.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 13.91% | +12.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.04% | 12.83% | +11.21% |