SWJRX vs. SWPPX
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Schwab S&P 500 Index Fund (SWPPX).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWJRX or SWPPX.
Correlation
The correlation between SWJRX and SWPPX is 0.85, 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
SWJRX vs. SWPPX - Performance Comparison
Key characteristics
SWJRX:
0.99
SWPPX:
0.57
SWJRX:
1.41
SWPPX:
0.92
SWJRX:
1.19
SWPPX:
1.13
SWJRX:
0.64
SWPPX:
0.59
SWJRX:
3.35
SWPPX:
2.34
SWJRX:
2.34%
SWPPX:
4.69%
SWJRX:
7.90%
SWPPX:
19.34%
SWJRX:
-25.61%
SWPPX:
-55.06%
SWJRX:
-4.70%
SWPPX:
-8.57%
Returns By Period
In the year-to-date period, SWJRX achieves a 2.60% return, which is significantly higher than SWPPX's -4.33% return. Over the past 10 years, SWJRX has underperformed SWPPX with an annualized return of 1.74%, while SWPPX has yielded a comparatively higher 11.98% annualized return.
SWJRX
2.60%
-1.48%
0.40%
8.41%
3.57%
1.74%
SWPPX
-4.33%
-0.44%
-1.14%
13.14%
16.43%
11.98%
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SWJRX vs. SWPPX - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than SWPPX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWJRX vs. SWPPX — Risk-Adjusted Performance Rank
SWJRX
SWPPX
SWJRX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) and Schwab S&P 500 Index Fund (SWPPX). 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
SWJRX vs. SWPPX - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.54%, more than SWPPX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.54% | 4.92% | 4.81% | 8.67% | 3.62% | 2.49% | 5.36% | 3.48% | 2.93% | 6.05% | 6.95% | 5.39% |
SWPPX Schwab S&P 500 Index Fund | 1.29% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
SWJRX vs. SWPPX - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for SWJRX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
SWJRX vs. SWPPX - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Moderate Payout (SWJRX) is 5.05%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 14.06%. This indicates that SWJRX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.