OTCFX vs. SWLGX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. 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: OTCFX or SWLGX.
Correlation
The correlation between OTCFX and SWLGX is 0.76, 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
OTCFX vs. SWLGX - Performance Comparison
Key characteristics
OTCFX:
0.06
SWLGX:
1.75
OTCFX:
0.21
SWLGX:
2.31
OTCFX:
1.03
SWLGX:
1.31
OTCFX:
0.04
SWLGX:
2.41
OTCFX:
0.18
SWLGX:
9.10
OTCFX:
6.92%
SWLGX:
3.47%
OTCFX:
21.65%
SWLGX:
18.08%
OTCFX:
-65.12%
SWLGX:
-33.28%
OTCFX:
-27.60%
SWLGX:
-1.40%
Returns By Period
In the year-to-date period, OTCFX achieves a 2.38% return, which is significantly lower than SWLGX's 2.76% return.
OTCFX
2.38%
2.02%
-6.75%
-0.68%
2.02%
3.05%
SWLGX
2.76%
0.66%
18.58%
30.31%
18.42%
N/A
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OTCFX vs. SWLGX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Risk-Adjusted Performance
OTCFX vs. SWLGX — Risk-Adjusted Performance Rank
OTCFX
SWLGX
OTCFX vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) 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
OTCFX vs. SWLGX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 0.48%, less than SWLGX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 0.48% | 0.50% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.51% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OTCFX vs. SWLGX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -65.12%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for OTCFX and SWLGX. For additional features, visit the drawdowns tool.
Volatility
OTCFX vs. SWLGX - Volatility Comparison
The current volatility for T. Rowe Price Small-Cap Stock Fund (OTCFX) is 4.13%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 6.41%. This indicates that OTCFX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.