SWCGX vs. SWOBX
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab Balanced Fund™ (SWOBX).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCGX or SWOBX.
Correlation
The correlation between SWCGX and SWOBX is 0.77, 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
SWCGX vs. SWOBX - Performance Comparison
Key characteristics
SWCGX:
0.26
SWOBX:
1.16
SWCGX:
0.35
SWOBX:
1.58
SWCGX:
1.07
SWOBX:
1.21
SWCGX:
0.16
SWOBX:
0.67
SWCGX:
0.73
SWOBX:
5.16
SWCGX:
3.24%
SWOBX:
2.11%
SWCGX:
9.06%
SWOBX:
9.44%
SWCGX:
-31.37%
SWOBX:
-41.47%
SWCGX:
-11.37%
SWOBX:
-6.03%
Returns By Period
In the year-to-date period, SWCGX achieves a 2.54% return, which is significantly lower than SWOBX's 2.81% return. Over the past 10 years, SWCGX has underperformed SWOBX with an annualized return of 1.42%, while SWOBX has yielded a comparatively higher 3.29% annualized return.
SWCGX
2.54%
1.79%
-4.62%
2.11%
0.32%
1.42%
SWOBX
2.81%
1.66%
1.66%
10.82%
3.28%
3.29%
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SWCGX vs. SWOBX - Expense Ratio Comparison
SWCGX has a 0.42% expense ratio, which is higher than SWOBX's 0.00% expense ratio.
Risk-Adjusted Performance
SWCGX vs. SWOBX — Risk-Adjusted Performance Rank
SWCGX
SWOBX
SWCGX vs. SWOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Schwab Balanced Fund™ (SWOBX). 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
SWCGX vs. SWOBX - Dividend Comparison
SWCGX's dividend yield for the trailing twelve months is around 2.89%, more than SWOBX's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCGX Schwab MarketTrack Conservative Portfolio™ | 2.89% | 2.96% | 2.50% | 1.91% | 1.59% | 1.63% | 2.15% | 2.33% | 1.81% | 1.67% | 1.86% | 1.58% |
SWOBX Schwab Balanced Fund™ | 2.26% | 2.32% | 2.15% | 1.72% | 4.50% | 1.06% | 1.42% | 2.66% | 3.08% | 1.57% | 2.30% | 2.24% |
Drawdowns
SWCGX vs. SWOBX - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, smaller than the maximum SWOBX drawdown of -41.47%. Use the drawdown chart below to compare losses from any high point for SWCGX and SWOBX. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. SWOBX - Volatility Comparison
The current volatility for Schwab MarketTrack Conservative Portfolio™ (SWCGX) is 1.46%, while Schwab Balanced Fund™ (SWOBX) has a volatility of 2.23%. This indicates that SWCGX experiences smaller price fluctuations and is considered to be less risky than SWOBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.