SFSNX vs. TSCGX

In the year-to-date period, SFSNX achieves a 16.51% return, which is significantly lower than TSCGX's 18.93% return.

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SFSNX has a 0.25% expense ratio, which is lower than TSCGX's 1.21% expense ratio.

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.

The current SFSNX Sharpe Ratio is 1.64, which is comparable to the TSCGX Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of SFSNX and TSCGX, 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 1.18%, while TSCGX has not paid dividends to shareholders.

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.

The current volatility for Schwab Fundamental US Small Company Index Fund (SFSNX) is 6.55%, while Thrivent Small Cap Growth Fund (TSCGX) has a volatility of 6.91%. This indicates that SFSNX experiences smaller price fluctuations and is considered to be less risky than TSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.