RWGIX vs. SWLGX
Compare and contrast key facts about Wedgewood Fund (RWGIX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
RWGIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. 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
RWGIX vs. SWLGX - Performance Comparison
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RWGIX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWGIX Wedgewood Fund | -8.76% | 4.33% | 29.94% | 29.09% | -26.13% | 242.06% | -31.50% | 32.67% | -57.26% | 0.40% |
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, RWGIX achieves a -8.76% return, which is significantly higher than SWLGX's -13.06% return.
RWGIX
- 1D
- 0.22%
- 1M
- -9.68%
- YTD
- -8.76%
- 6M
- -10.60%
- 1Y
- 1.58%
- 3Y*
- 13.30%
- 5Y*
- 30.91%
- 10Y*
- 6.84%
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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RWGIX vs. SWLGX - Expense Ratio Comparison
RWGIX has a 0.95% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
RWGIX vs. SWLGX — Risk / Return Rank
RWGIX
SWLGX
RWGIX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wedgewood Fund (RWGIX) 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.
| RWGIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.66 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.10 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.15 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 0.72 | -0.70 |
Martin ratioReturn relative to average drawdown | 0.04 | 2.51 | -2.47 |
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
| RWGIX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.66 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.56 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.68 | -0.52 |
Correlation
The correlation between RWGIX and SWLGX is 0.91, 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
RWGIX vs. SWLGX - Dividend Comparison
RWGIX's dividend yield for the trailing twelve months is around 12.60%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWGIX Wedgewood Fund | 12.60% | 11.50% | 15.61% | 2.14% | 15.90% | 71.14% | 0.00% | 39.95% | 0.00% | 16.61% | 0.17% | 4.63% |
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
RWGIX vs. SWLGX - Drawdown Comparison
The maximum RWGIX drawdown since its inception was -67.07%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for RWGIX and SWLGX.
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Drawdown Indicators
| RWGIX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.07% | -32.69% | -34.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -16.16% | +4.11% |
Max Drawdown (5Y)Largest decline over 5 years | -30.62% | -32.69% | +2.07% |
Max Drawdown (10Y)Largest decline over 10 years | -67.07% | — | — |
Current DrawdownCurrent decline from peak | -11.86% | -16.16% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -15.47% | -7.13% | -8.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 4.62% | -1.14% |
Volatility
RWGIX vs. SWLGX - Volatility Comparison
The current volatility for Wedgewood Fund (RWGIX) is 4.72%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that RWGIX 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.
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Volatility by Period
| RWGIX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 5.38% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 11.82% | -2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 22.31% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 76.16% | 21.47% | +54.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.48% | 22.78% | +39.70% |