RGP vs. SWLGX
Compare and contrast key facts about Resources Connection, Inc. (RGP) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
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: RGP or SWLGX.
Correlation
The correlation between RGP and SWLGX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RGP vs. SWLGX - Performance Comparison
Key characteristics
RGP:
-1.22
SWLGX:
0.53
RGP:
-1.79
SWLGX:
0.90
RGP:
0.75
SWLGX:
1.13
RGP:
-0.63
SWLGX:
0.57
RGP:
-1.82
SWLGX:
2.02
RGP:
26.42%
SWLGX:
6.59%
RGP:
39.64%
SWLGX:
25.11%
RGP:
-76.54%
SWLGX:
-33.28%
RGP:
-74.70%
SWLGX:
-12.60%
Returns By Period
In the year-to-date period, RGP achieves a -34.39% return, which is significantly lower than SWLGX's -8.91% return.
RGP
-34.39%
-16.16%
-30.20%
-47.39%
-8.72%
-6.69%
SWLGX
-8.91%
1.24%
-4.41%
11.99%
17.53%
N/A
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Risk-Adjusted Performance
RGP vs. SWLGX — Risk-Adjusted Performance Rank
RGP
SWLGX
RGP vs. SWLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Resources Connection, Inc. (RGP) 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
RGP vs. SWLGX - Dividend Comparison
RGP's dividend yield for the trailing twelve months is around 10.18%, more than SWLGX's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGP Resources Connection, Inc. | 10.18% | 6.57% | 3.95% | 3.05% | 3.14% | 4.46% | 3.31% | 3.52% | 2.98% | 2.18% | 2.20% | 1.82% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.57% | 0.52% | 0.67% | 0.93% | 0.57% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RGP vs. SWLGX - Drawdown Comparison
The maximum RGP drawdown since its inception was -76.54%, which is greater than SWLGX's maximum drawdown of -33.28%. Use the drawdown chart below to compare losses from any high point for RGP and SWLGX. For additional features, visit the drawdowns tool.
Volatility
RGP vs. SWLGX - Volatility Comparison
Resources Connection, Inc. (RGP) has a higher volatility of 25.81% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 16.77%. This indicates that RGP'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.