SWJRX vs. SWLSX
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWJRX vs. SWLSX - Performance Comparison
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SWJRX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 3.09% | 12.17% | 3.83% | 8.79% | -12.81% | 9.23% | 5.32% | 16.40% | -6.31% | 10.80% |
SWLSX Schwab Large-Cap Growth Fund™ | -12.73% | 19.69% | 29.41% | 38.27% | -27.00% | 29.03% | 29.03% | 31.02% | -7.93% | 29.01% |
Returns By Period
In the year-to-date period, SWJRX achieves a 3.09% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWJRX has underperformed SWLSX with an annualized return of 5.07%, while SWLSX has yielded a comparatively higher 14.02% annualized return.
SWJRX
- 1D
- 0.37%
- 1M
- -4.10%
- YTD
- 3.09%
- 6M
- 5.56%
- 1Y
- 11.26%
- 3Y*
- 8.50%
- 5Y*
- 4.04%
- 10Y*
- 5.07%
SWLSX
- 1D
- -0.72%
- 1M
- -8.75%
- YTD
- -12.73%
- 6M
- -11.11%
- 1Y
- 15.36%
- 3Y*
- 18.28%
- 5Y*
- 11.53%
- 10Y*
- 14.02%
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SWJRX vs. SWLSX - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWJRX vs. SWLSX — Risk / Return Rank
SWJRX
SWLSX
SWJRX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| SWJRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 0.69 | +0.89 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.14 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.16 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.78 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.43 | 2.74 | +5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SWJRX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 0.69 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.55 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.68 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.51 | +0.07 |
Correlation
The correlation between SWJRX and SWLSX is 0.76, 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
SWJRX vs. SWLSX - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.31%, more than SWLSX's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.31% | 4.78% | 4.94% | 4.80% | 8.67% | 3.62% | 2.49% | 5.36% | 3.47% | 2.93% | 6.05% | 6.80% |
SWLSX Schwab Large-Cap Growth Fund™ | 1.34% | 1.17% | 0.11% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.35% | 7.92% | 4.46% | 17.08% |
Drawdowns
SWJRX vs. SWLSX - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWJRX and SWLSX.
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Drawdown Indicators
| SWJRX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.61% | -49.89% | +24.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.32% | -16.17% | +9.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.87% | -31.32% | +10.45% |
Max Drawdown (10Y)Largest decline over 10 years | -20.87% | -31.32% | +10.45% |
Current DrawdownCurrent decline from peak | -4.10% | -16.17% | +12.07% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -7.98% | +4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.38% | 4.57% | -3.19% |
Volatility
SWJRX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Moderate Payout (SWJRX) is 2.33%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWJRX experiences smaller price fluctuations and is considered to be less risky than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWJRX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.33% | 5.73% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 4.09% | 12.41% | -8.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.32% | 22.60% | -15.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.71% | 20.97% | -12.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 20.76% | -12.19% |