OTCFX vs. SNXFX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Schwab 1000 Index Fund (SNXFX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991.
Performance
OTCFX vs. SNXFX - Performance Comparison
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OTCFX vs. SNXFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 1.55% | 16.42% | 11.48% | 17.56% | -23.47% | 17.07% | 25.05% | 33.61% | -3.39% | 15.13% |
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
Returns By Period
In the year-to-date period, OTCFX achieves a 1.55% return, which is significantly higher than SNXFX's -4.19% return. Over the past 10 years, OTCFX has underperformed SNXFX with an annualized return of 11.79%, while SNXFX has yielded a comparatively higher 13.72% annualized return.
OTCFX
- 1D
- 3.79%
- 1M
- -7.03%
- YTD
- 1.55%
- 6M
- 10.78%
- 1Y
- 25.54%
- 3Y*
- 14.42%
- 5Y*
- 4.74%
- 10Y*
- 11.79%
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
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OTCFX vs. SNXFX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than SNXFX's 0.05% expense ratio.
Return for Risk
OTCFX vs. SNXFX — Risk / Return Rank
OTCFX
SNXFX
OTCFX vs. SNXFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) and Schwab 1000 Index Fund (SNXFX). 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.
| OTCFX | SNXFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.96 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.47 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.48 | -0.01 |
Martin ratioReturn relative to average drawdown | 6.16 | 7.11 | -0.95 |
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
| OTCFX | SNXFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.96 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.63 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.74 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.56 | +0.01 |
Correlation
The correlation between OTCFX and SNXFX is 0.84, 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
OTCFX vs. SNXFX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 14.03%, more than SNXFX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 14.03% | 14.25% | 16.00% | 3.80% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.39% | 1.89% | 10.93% |
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
Drawdowns
OTCFX vs. SNXFX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, roughly equal to the maximum SNXFX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for OTCFX and SNXFX.
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Drawdown Indicators
| OTCFX | SNXFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -55.08% | -1.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -12.33% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -25.36% | -7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -37.71% | -34.58% | -3.13% |
Current DrawdownCurrent decline from peak | -7.37% | -6.25% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -8.80% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 2.57% | +1.16% |
Volatility
OTCFX vs. SNXFX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 8.20% compared to Schwab 1000 Index Fund (SNXFX) at 5.45%. This indicates that OTCFX's price experiences larger fluctuations and is considered to be riskier than SNXFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCFX | SNXFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.20% | 5.45% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 9.77% | +5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.77% | 18.59% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 17.33% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 18.72% | +1.72% |