LKSCX vs. SWSCX
Compare and contrast key facts about LKCM Small Cap Equity Fund (LKSCX) and Schwab Small-Cap Equity Fund™ (SWSCX).
LKSCX is managed by LKCM. It was launched on Jul 14, 1994. SWSCX is managed by Charles Schwab. It was launched on Jul 1, 2003.
Performance
LKSCX vs. SWSCX - Performance Comparison
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LKSCX vs. SWSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LKSCX LKCM Small Cap Equity Fund | -4.34% | 13.22% | 15.35% | 22.57% | -22.14% | 14.54% | 34.70% | 22.68% | -5.67% | 17.08% |
SWSCX Schwab Small-Cap Equity Fund™ | -2.00% | 5.66% | 9.89% | 19.90% | -14.12% | 29.29% | 7.63% | 17.89% | -12.47% | 10.04% |
Returns By Period
In the year-to-date period, LKSCX achieves a -4.34% return, which is significantly lower than SWSCX's -2.00% return. Over the past 10 years, LKSCX has outperformed SWSCX with an annualized return of 11.00%, while SWSCX has yielded a comparatively lower 8.64% annualized return.
LKSCX
- 1D
- -1.60%
- 1M
- -8.68%
- YTD
- -4.34%
- 6M
- -0.15%
- 1Y
- 17.59%
- 3Y*
- 12.58%
- 5Y*
- 4.64%
- 10Y*
- 11.00%
SWSCX
- 1D
- -1.37%
- 1M
- -7.92%
- YTD
- -2.00%
- 6M
- -6.07%
- 1Y
- 14.06%
- 3Y*
- 9.87%
- 5Y*
- 5.45%
- 10Y*
- 8.64%
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LKSCX vs. SWSCX - Expense Ratio Comparison
LKSCX has a 1.03% expense ratio, which is lower than SWSCX's 1.08% expense ratio.
Return for Risk
LKSCX vs. SWSCX — Risk / Return Rank
LKSCX
SWSCX
LKSCX vs. SWSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LKCM Small Cap Equity Fund (LKSCX) and Schwab Small-Cap Equity Fund™ (SWSCX). 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.
| LKSCX | SWSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.58 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.91 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.78 | +0.33 |
Martin ratioReturn relative to average drawdown | 4.53 | 2.20 | +2.33 |
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
| LKSCX | SWSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.58 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.24 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.37 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.39 | +0.09 |
Correlation
The correlation between LKSCX and SWSCX is 0.95, 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
LKSCX vs. SWSCX - Dividend Comparison
LKSCX's dividend yield for the trailing twelve months is around 9.39%, while SWSCX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LKSCX LKCM Small Cap Equity Fund | 9.39% | 8.98% | 7.27% | 2.77% | 2.43% | 15.70% | 3.86% | 5.24% | 20.61% | 19.58% | 15.37% | 14.66% |
SWSCX Schwab Small-Cap Equity Fund™ | 0.00% | 0.00% | 14.10% | 0.36% | 10.14% | 12.07% | 0.19% | 0.11% | 26.16% | 14.46% | 0.41% | 14.47% |
Drawdowns
LKSCX vs. SWSCX - Drawdown Comparison
The maximum LKSCX drawdown since its inception was -59.07%, smaller than the maximum SWSCX drawdown of -63.30%. Use the drawdown chart below to compare losses from any high point for LKSCX and SWSCX.
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Drawdown Indicators
| LKSCX | SWSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.07% | -63.30% | +4.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -13.76% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -27.35% | -6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.65% | -49.32% | +5.67% |
Current DrawdownCurrent decline from peak | -9.90% | -12.75% | +2.85% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -10.66% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.96% | -1.58% |
Volatility
LKSCX vs. SWSCX - Volatility Comparison
LKCM Small Cap Equity Fund (LKSCX) and Schwab Small-Cap Equity Fund™ (SWSCX) have volatilities of 6.32% and 6.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LKSCX | SWSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 6.53% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.88% | 16.80% | -3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.65% | 24.61% | -2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.65% | 22.42% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.10% | 23.53% | -0.43% |