MFOCX vs. SWLGX
Compare and contrast key facts about Marsico Focus Fund (MFOCX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
MFOCX is managed by Marsico Investment Fund. It was launched on Dec 31, 1997. 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
MFOCX vs. SWLGX - Performance Comparison
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MFOCX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFOCX Marsico Focus Fund | -7.57% | 12.47% | 49.61% | 45.25% | -33.36% | 20.23% | 47.52% | 32.33% | 0.23% | -0.52% |
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
In the year-to-date period, MFOCX achieves a -7.57% return, which is significantly higher than SWLGX's -13.06% return.
MFOCX
- 1D
- -0.92%
- 1M
- -9.25%
- YTD
- -7.57%
- 6M
- -7.93%
- 1Y
- 13.70%
- 3Y*
- 25.75%
- 5Y*
- 12.58%
- 10Y*
- 16.47%
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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MFOCX vs. SWLGX - Expense Ratio Comparison
MFOCX has a 1.34% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
MFOCX vs. SWLGX — Risk / Return Rank
MFOCX
SWLGX
MFOCX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) 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.
| MFOCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.66 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.10 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.72 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.23 | 2.51 | +0.72 |
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
| MFOCX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.66 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between MFOCX 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
MFOCX vs. SWLGX - Dividend Comparison
MFOCX's dividend yield for the trailing twelve months is around 19.26%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFOCX Marsico Focus Fund | 19.26% | 17.81% | 11.96% | 2.18% | 18.06% | 11.66% | 8.36% | 7.90% | 11.58% | 18.67% | 0.00% | 24.61% |
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
MFOCX vs. SWLGX - Drawdown Comparison
The maximum MFOCX drawdown since its inception was -54.96%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for MFOCX and SWLGX.
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Drawdown Indicators
| MFOCX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.96% | -32.69% | -22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -16.16% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -36.76% | -32.69% | -4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -36.76% | — | — |
Current DrawdownCurrent decline from peak | -10.44% | -16.16% | +5.72% |
Average DrawdownAverage peak-to-trough decline | -15.00% | -7.13% | -7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 4.62% | -1.28% |
Volatility
MFOCX vs. SWLGX - Volatility Comparison
Marsico Focus Fund (MFOCX) has a higher volatility of 5.78% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that MFOCX'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
| MFOCX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 5.38% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 11.82% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.08% | 22.31% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 21.47% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 22.78% | -0.85% |