OTCFX vs. SWSSX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
OTCFX vs. SWSSX - Performance Comparison
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OTCFX vs. SWSSX - 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% | 15.13% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, OTCFX achieves a -2.16% return, which is significantly higher than SWSSX's -2.49% return. Over the past 10 years, OTCFX has outperformed SWSSX with an annualized return of 11.37%, while SWSSX has yielded a comparatively lower 9.50% annualized 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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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OTCFX vs. SWSSX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
OTCFX vs. SWSSX — Risk / Return Rank
OTCFX
SWSSX
OTCFX vs. SWSSX - 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 Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.91 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.40 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.33 | -0.18 |
Martin ratioReturn relative to average drawdown | 4.85 | 5.02 | -0.17 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.91 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.14 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.40 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.33 | +0.23 |
Correlation
The correlation between OTCFX and SWSSX is 0.97, 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. SWSSX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 14.57%, more than SWSSX's 1.32% 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
OTCFX vs. SWSSX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for OTCFX and SWSSX.
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Drawdown Indicators
| OTCFX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -60.34% | +3.97% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -13.90% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -31.93% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.71% | -41.81% | +4.10% |
Current DrawdownCurrent decline from peak | -10.75% | -11.00% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -10.78% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.68% | +0.02% |
Volatility
OTCFX vs. SWSSX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 7.11% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 6.59%. This indicates that OTCFX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCFX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 6.59% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 14.47% | 14.12% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 23.11% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.04% | 22.57% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 24.03% | -3.62% |