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.
Performance
OTCFX vs. SWLGX - Performance Comparison
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OTCFX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | -2.16% | 16.42% | 11.48% | 17.56% | -23.47% | 17.07% | 25.05% | 33.61% | -3.39% | 0.17% |
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, OTCFX achieves a -2.16% return, which is significantly higher than SWLGX's -13.06% return.
OTCFX
- 1D
- -1.07%
- 1M
- -9.81%
- YTD
- -2.16%
- 6M
- 6.60%
- 1Y
- 20.96%
- 3Y*
- 13.01%
- 5Y*
- 4.29%
- 10Y*
- 11.37%
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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OTCFX vs. SWLGX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
OTCFX vs. SWLGX — Risk / Return Rank
OTCFX
SWLGX
OTCFX vs. SWLGX - 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 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.
| OTCFX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.66 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.10 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.72 | +0.43 |
Martin ratioReturn relative to average drawdown | 4.85 | 2.51 | +2.34 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.66 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.56 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between OTCFX and SWLGX is 0.74, 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. SWLGX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 14.57%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 14.57% | 14.25% | 16.00% | 3.80% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.39% | 1.89% | 10.93% |
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
OTCFX vs. SWLGX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for OTCFX and SWLGX.
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Drawdown Indicators
| OTCFX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -32.69% | -23.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -16.16% | +2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -32.69% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -37.71% | — | — |
Current DrawdownCurrent decline from peak | -10.75% | -16.16% | +5.41% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -7.13% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 4.62% | -0.92% |
Volatility
OTCFX vs. SWLGX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 7.11% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that OTCFX'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
| OTCFX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 5.38% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 14.47% | 11.82% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 22.31% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.04% | 21.47% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 22.78% | -2.37% |