PAXLX vs. SWPPX
Compare and contrast key facts about PAX LARGE CAP FUND (PAXLX) and Schwab S&P 500 Index Fund (SWPPX).
PAXLX is managed by Pax World. It was launched on Dec 16, 2016. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAXLX or SWPPX.
Correlation
The correlation between PAXLX and SWPPX is 0.96, 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
PAXLX vs. SWPPX - Performance Comparison
Key characteristics
PAXLX:
-0.20
SWPPX:
1.96
PAXLX:
-0.13
SWPPX:
2.63
PAXLX:
0.98
SWPPX:
1.36
PAXLX:
-0.20
SWPPX:
2.97
PAXLX:
-0.55
SWPPX:
12.29
PAXLX:
6.93%
SWPPX:
2.04%
PAXLX:
18.72%
SWPPX:
12.79%
PAXLX:
-37.18%
SWPPX:
-55.06%
PAXLX:
-16.84%
SWPPX:
0.00%
Returns By Period
In the year-to-date period, PAXLX achieves a 2.04% return, which is significantly lower than SWPPX's 4.11% return.
PAXLX
2.04%
0.23%
-11.00%
-5.02%
4.17%
N/A
SWPPX
4.11%
2.05%
10.78%
23.74%
14.44%
13.07%
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PAXLX vs. SWPPX - Expense Ratio Comparison
PAXLX has a 0.97% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
PAXLX vs. SWPPX — Risk-Adjusted Performance Rank
PAXLX
SWPPX
PAXLX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PAX LARGE CAP FUND (PAXLX) and Schwab S&P 500 Index Fund (SWPPX). 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
PAXLX vs. SWPPX - Dividend Comparison
PAXLX's dividend yield for the trailing twelve months is around 0.77%, less than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAXLX PAX LARGE CAP FUND | 0.77% | 0.79% | 0.73% | 0.65% | 0.22% | 0.57% | 0.66% | 0.92% | 0.87% | 0.07% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
PAXLX vs. SWPPX - Drawdown Comparison
The maximum PAXLX drawdown since its inception was -37.18%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for PAXLX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
PAXLX vs. SWPPX - Volatility Comparison
PAX LARGE CAP FUND (PAXLX) has a higher volatility of 3.40% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.21%. This indicates that PAXLX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.