LGILX vs. VDEQX
Compare and contrast key facts about Schwab Select Large Cap Growth Fund (LGILX) and Vanguard Diversified Equity Fund (VDEQX).
LGILX is managed by Charles Schwab. It was launched on Oct 14, 1997. VDEQX is managed by Vanguard. It was launched on Jun 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGILX or VDEQX.
Correlation
The correlation between LGILX and VDEQX 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.
Performance
LGILX vs. VDEQX - Performance Comparison
Key characteristics
LGILX:
1.14
VDEQX:
1.09
LGILX:
1.52
VDEQX:
1.47
LGILX:
1.22
VDEQX:
1.21
LGILX:
0.54
VDEQX:
1.76
LGILX:
5.21
VDEQX:
6.25
LGILX:
4.31%
VDEQX:
2.55%
LGILX:
19.77%
VDEQX:
14.63%
LGILX:
-54.56%
VDEQX:
-56.27%
LGILX:
-29.38%
VDEQX:
-8.86%
Returns By Period
In the year-to-date period, LGILX achieves a -0.62% return, which is significantly lower than VDEQX's -0.51% return. Over the past 10 years, LGILX has underperformed VDEQX with an annualized return of 4.77%, while VDEQX has yielded a comparatively higher 11.82% annualized return.
LGILX
-0.62%
-10.94%
-3.44%
20.55%
2.11%
4.77%
VDEQX
-0.51%
-7.93%
0.30%
15.45%
11.80%
11.82%
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LGILX vs. VDEQX - Expense Ratio Comparison
LGILX has a 0.71% expense ratio, which is higher than VDEQX's 0.35% expense ratio.
Risk-Adjusted Performance
LGILX vs. VDEQX — Risk-Adjusted Performance Rank
LGILX
VDEQX
LGILX vs. VDEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Select Large Cap Growth Fund (LGILX) and Vanguard Diversified Equity Fund (VDEQX). 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. VDEQX - Dividend Comparison
Neither LGILX nor VDEQX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Diversified Equity Fund | 0.00% | 0.00% | 0.92% | 0.71% | 0.60% | 0.75% | 0.97% | 1.24% | 1.02% | 1.38% | 1.21% | 1.06% |
Drawdowns
LGILX vs. VDEQX - Drawdown Comparison
The maximum LGILX drawdown since its inception was -54.56%, roughly equal to the maximum VDEQX drawdown of -56.27%. Use the drawdown chart below to compare losses from any high point for LGILX and VDEQX. For additional features, visit the drawdowns tool.
Volatility
LGILX vs. VDEQX - Volatility Comparison
Schwab Select Large Cap Growth Fund (LGILX) has a higher volatility of 9.57% compared to Vanguard Diversified Equity Fund (VDEQX) at 6.98%. This indicates that LGILX's price experiences larger fluctuations and is considered to be riskier than VDEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.