MMLRX vs. SCHX
Compare and contrast key facts about MassMutual Select T. Rowe Price Large Cap Blend Fund (MMLRX) and Schwab U.S. Large-Cap ETF (SCHX).
MMLRX is managed by T. Rowe Price. It was launched on Feb 9, 2018. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMLRX or SCHX.
Correlation
The correlation between MMLRX and SCHX is 0.98, 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
MMLRX vs. SCHX - Performance Comparison
Key characteristics
MMLRX:
-0.01
SCHX:
1.79
MMLRX:
0.12
SCHX:
2.40
MMLRX:
1.03
SCHX:
1.33
MMLRX:
-0.00
SCHX:
2.72
MMLRX:
-0.01
SCHX:
11.10
MMLRX:
8.24%
SCHX:
2.09%
MMLRX:
21.37%
SCHX:
13.00%
MMLRX:
-44.27%
SCHX:
-34.33%
MMLRX:
-24.20%
SCHX:
-2.18%
Returns By Period
In the year-to-date period, MMLRX achieves a 2.67% return, which is significantly higher than SCHX's 2.46% return.
MMLRX
2.67%
-1.00%
-12.18%
-2.33%
3.00%
N/A
SCHX
2.46%
-1.33%
7.86%
20.69%
15.96%
15.46%
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MMLRX vs. SCHX - Expense Ratio Comparison
MMLRX has a 0.00% expense ratio, which is lower than SCHX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MMLRX vs. SCHX — Risk-Adjusted Performance Rank
MMLRX
SCHX
MMLRX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Large Cap Blend Fund (MMLRX) and Schwab U.S. Large-Cap ETF (SCHX). 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
MMLRX vs. SCHX - Dividend Comparison
MMLRX's dividend yield for the trailing twelve months is around 1.53%, less than SCHX's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMLRX MassMutual Select T. Rowe Price Large Cap Blend Fund | 1.53% | 1.57% | 1.61% | 0.91% | 0.97% | 0.80% | 1.00% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.77% | 1.81% | 3.54% | 4.07% | 3.14% | 2.38% | 3.86% | 3.17% | 4.27% | 3.51% | 4.09% | 4.40% |
Drawdowns
MMLRX vs. SCHX - Drawdown Comparison
The maximum MMLRX drawdown since its inception was -44.27%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for MMLRX and SCHX. For additional features, visit the drawdowns tool.
Volatility
MMLRX vs. SCHX - Volatility Comparison
The current volatility for MassMutual Select T. Rowe Price Large Cap Blend Fund (MMLRX) is 3.19%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.38%. This indicates that MMLRX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.