SFSNX vs. TSCGX
Compare and contrast key facts about Schwab Fundamental US Small Company Index Fund (SFSNX) and Thrivent Small Cap Growth Fund (TSCGX).
SFSNX is managed by Charles Schwab. It was launched on Apr 2, 2007. TSCGX is managed by Thrivent. It was launched on Feb 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFSNX or TSCGX.
Correlation
The correlation between SFSNX and TSCGX is 0.86, 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
SFSNX vs. TSCGX - Performance Comparison
Key characteristics
SFSNX:
0.42
TSCGX:
0.66
SFSNX:
0.72
TSCGX:
1.04
SFSNX:
1.09
TSCGX:
1.13
SFSNX:
0.79
TSCGX:
0.46
SFSNX:
2.17
TSCGX:
3.20
SFSNX:
3.60%
TSCGX:
3.86%
SFSNX:
18.47%
TSCGX:
18.67%
SFSNX:
-62.68%
TSCGX:
-40.25%
SFSNX:
-9.29%
TSCGX:
-15.00%
Returns By Period
In the year-to-date period, SFSNX achieves a 7.50% return, which is significantly lower than TSCGX's 11.44% return.
SFSNX
7.50%
-7.73%
7.95%
7.30%
9.33%
8.43%
TSCGX
11.44%
-6.29%
7.33%
11.71%
9.28%
N/A
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SFSNX vs. TSCGX - Expense Ratio Comparison
SFSNX has a 0.25% expense ratio, which is lower than TSCGX's 1.21% expense ratio.
Risk-Adjusted Performance
SFSNX vs. TSCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) and Thrivent Small Cap Growth Fund (TSCGX). 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
SFSNX vs. TSCGX - Dividend Comparison
Neither SFSNX nor TSCGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFSNX Schwab Fundamental US Small Company Index Fund | 0.00% | 1.37% | 1.22% | 1.35% | 1.42% | 1.41% | 1.91% | 1.42% | 1.22% | 1.58% | 1.22% | 0.90% |
TSCGX Thrivent Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SFSNX vs. TSCGX - Drawdown Comparison
The maximum SFSNX drawdown since its inception was -62.68%, which is greater than TSCGX's maximum drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for SFSNX and TSCGX. For additional features, visit the drawdowns tool.
Volatility
SFSNX vs. TSCGX - Volatility Comparison
Schwab Fundamental US Small Company Index Fund (SFSNX) has a higher volatility of 5.72% compared to Thrivent Small Cap Growth Fund (TSCGX) at 5.21%. This indicates that SFSNX's price experiences larger fluctuations and is considered to be riskier than TSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.