SFSNX vs. NEAGX

In the year-to-date period, SFSNX achieves a -4.74% return, which is significantly lower than NEAGX's 2.25% return. Over the past 10 years, SFSNX has underperformed NEAGX with an annualized return of 3.59%, while NEAGX has yielded a comparatively higher 6.74% annualized return.

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SFSNX has a 0.25% expense ratio, which is lower than NEAGX's 1.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) and Needham Aggressive Growth Fund (NEAGX). 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.

The current SFSNX Sharpe Ratio is 0.04, which is higher than the NEAGX Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of SFSNX and NEAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SFSNX's dividend yield for the trailing twelve months is around 1.80%, while NEAGX has not paid dividends to shareholders.

The maximum SFSNX drawdown since its inception was -62.71%, which is greater than NEAGX's maximum drawdown of -53.03%. Use the drawdown chart below to compare losses from any high point for SFSNX and NEAGX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental US Small Company Index Fund (SFSNX) is 5.36%, while Needham Aggressive Growth Fund (NEAGX) has a volatility of 7.14%. This indicates that SFSNX experiences smaller price fluctuations and is considered to be less risky than NEAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.