MAFOX vs. SWLGX
Compare and contrast key facts about BlackRock Large Cap Focus Growth Fund (MAFOX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
MAFOX is managed by BlackRock. It was launched on Mar 3, 2000. 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.
Performance
MAFOX vs. SWLGX - Performance Comparison
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MAFOX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | -12.50% | 12.76% | 31.11% | 52.63% | -38.05% | 17.13% | 46.85% | 31.16% | 3.63% | -0.49% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both stocks are quite close, with MAFOX having a -12.50% return and SWLGX slightly lower at -13.06%.
MAFOX
- 1D
- -0.54%
- 1M
- -8.85%
- YTD
- -12.50%
- 6M
- -13.43%
- 1Y
- 10.84%
- 3Y*
- 18.40%
- 5Y*
- 7.81%
- 10Y*
- 14.59%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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MAFOX vs. SWLGX - Expense Ratio Comparison
MAFOX has a 0.67% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
MAFOX vs. SWLGX — Risk / Return Rank
MAFOX
SWLGX
MAFOX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Focus Growth Fund (MAFOX) 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.
| MAFOX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.66 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.10 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 0.72 | -0.23 |
Martin ratioReturn relative to average drawdown | 1.66 | 2.51 | -0.85 |
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
| MAFOX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.66 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.56 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.68 | -0.60 |
Correlation
The correlation between MAFOX and SWLGX is 0.96, 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
MAFOX vs. SWLGX - Dividend Comparison
MAFOX's dividend yield for the trailing twelve months is around 18.32%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | 18.32% | 16.03% | 4.04% | 3.05% | 2.01% | 11.20% | 0.53% | 5.45% | 4.43% | 4.06% | 0.00% | 4.66% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
MAFOX vs. SWLGX - Drawdown Comparison
The maximum MAFOX drawdown since its inception was -89.93%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for MAFOX and SWLGX.
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Drawdown Indicators
| MAFOX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.93% | -32.69% | -57.24% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -16.16% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -42.39% | -32.69% | -9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | — | — |
Current DrawdownCurrent decline from peak | -16.70% | -16.16% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -54.58% | -7.13% | -47.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 4.62% | +0.22% |
Volatility
MAFOX vs. SWLGX - Volatility Comparison
BlackRock Large Cap Focus Growth Fund (MAFOX) has a higher volatility of 6.16% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that MAFOX'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.
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Volatility by Period
| MAFOX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 5.38% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.41% | 11.82% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.44% | 22.31% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.56% | 21.47% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.58% | 22.78% | -0.20% |