NGUAX vs. SWLGX
Compare and contrast key facts about Neuberger Berman Guardian Fund (NGUAX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
NGUAX is managed by Neuberger Berman. It was launched on Jun 1, 1950. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGUAX or SWLGX.
Correlation
The correlation between NGUAX and SWLGX 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.
Performance
NGUAX vs. SWLGX - Performance Comparison
Key characteristics
NGUAX:
1.36
SWLGX:
2.19
NGUAX:
1.81
SWLGX:
2.82
NGUAX:
1.26
SWLGX:
1.40
NGUAX:
2.09
SWLGX:
2.88
NGUAX:
8.56
SWLGX:
11.21
NGUAX:
2.46%
SWLGX:
3.37%
NGUAX:
15.46%
SWLGX:
17.25%
NGUAX:
-79.34%
SWLGX:
-32.69%
NGUAX:
-5.28%
SWLGX:
-0.41%
Returns By Period
In the year-to-date period, NGUAX achieves a 20.58% return, which is significantly lower than SWLGX's 37.65% return.
NGUAX
20.58%
-0.89%
5.46%
21.07%
12.31%
6.51%
SWLGX
37.65%
5.26%
14.14%
37.79%
19.63%
N/A
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NGUAX vs. SWLGX - Expense Ratio Comparison
NGUAX has a 0.82% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
NGUAX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Guardian Fund (NGUAX) 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.
Dividends
NGUAX vs. SWLGX - Dividend Comparison
NGUAX has not paid dividends to shareholders, while SWLGX's dividend yield for the trailing twelve months is around 0.02%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NGUAX Neuberger Berman Guardian Fund | 0.00% | 4.51% | 6.62% | 0.10% | 0.20% | 0.36% | 0.76% | 0.62% | 0.72% | 0.78% | 0.80% | 0.54% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.02% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NGUAX vs. SWLGX - Drawdown Comparison
The maximum NGUAX drawdown since its inception was -79.34%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for NGUAX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
NGUAX vs. SWLGX - Volatility Comparison
Neuberger Berman Guardian Fund (NGUAX) has a higher volatility of 6.52% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.21%. This indicates that NGUAX'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.