SWBGX vs. BWBIX
Compare and contrast key facts about Schwab MarketTrack Balanced Portfolio™ (SWBGX) and Baron WealthBuilder Fund (BWBIX).
SWBGX is managed by Charles Schwab. It was launched on Nov 19, 1995. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
SWBGX vs. BWBIX - Performance Comparison
Loading graphics...
SWBGX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SWBGX Schwab MarketTrack Balanced Portfolio™ | -0.51% | 14.73% | 9.10% | 14.99% | -14.35% | 12.85% | 10.50% | 18.56% | -6.38% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, SWBGX achieves a -0.51% return, which is significantly higher than BWBIX's -7.42% return.
SWBGX
- 1D
- 1.65%
- 1M
- -3.77%
- YTD
- -0.51%
- 6M
- 1.22%
- 1Y
- 13.35%
- 3Y*
- 10.97%
- 5Y*
- 5.78%
- 10Y*
- 7.54%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWBGX vs. BWBIX - Expense Ratio Comparison
SWBGX has a 0.40% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
SWBGX vs. BWBIX — Risk / Return Rank
SWBGX
BWBIX
SWBGX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Balanced Portfolio™ (SWBGX) and Baron WealthBuilder Fund (BWBIX). 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.
| SWBGX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.54 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.93 | 0.95 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.13 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 0.86 | +0.96 |
Martin ratioReturn relative to average drawdown | 8.38 | 3.22 | +5.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SWBGX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.54 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.14 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.49 | +0.09 |
Correlation
The correlation between SWBGX and BWBIX 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.
Dividends
SWBGX vs. BWBIX - Dividend Comparison
SWBGX's dividend yield for the trailing twelve months is around 7.73%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBGX Schwab MarketTrack Balanced Portfolio™ | 7.73% | 7.69% | 10.74% | 4.23% | 4.13% | 5.02% | 6.41% | 4.42% | 7.11% | 5.30% | 3.18% | 14.29% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWBGX vs. BWBIX - Drawdown Comparison
The maximum SWBGX drawdown since its inception was -40.37%, roughly equal to the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for SWBGX and BWBIX.
Loading graphics...
Drawdown Indicators
| SWBGX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.37% | -39.14% | -1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -7.57% | -12.76% | +5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -23.97% | -39.14% | +15.17% |
Max Drawdown (10Y)Largest decline over 10 years | -23.97% | — | — |
Current DrawdownCurrent decline from peak | -4.28% | -9.26% | +4.98% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -11.88% | +6.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 3.41% | -1.77% |
Volatility
SWBGX vs. BWBIX - Volatility Comparison
The current volatility for Schwab MarketTrack Balanced Portfolio™ (SWBGX) is 3.74%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that SWBGX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SWBGX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 5.39% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.91% | 11.38% | -5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.24% | 19.94% | -9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.00% | 21.19% | -10.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.95% | 23.31% | -12.36% |