SWKRX vs. SWJRX
Compare and contrast key facts about Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and Schwab Monthly Income Fund - Moderate Payout (SWJRX).
SWKRX is managed by Charles Schwab. It was launched on Mar 27, 2008. SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWKRX or SWJRX.
Correlation
The correlation between SWKRX and SWJRX is 0.95, 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
SWKRX vs. SWJRX - Performance Comparison
Key characteristics
SWKRX:
1.28
SWJRX:
1.25
SWKRX:
1.81
SWJRX:
1.77
SWKRX:
1.23
SWJRX:
1.23
SWKRX:
0.64
SWJRX:
0.62
SWKRX:
3.80
SWJRX:
3.74
SWKRX:
2.15%
SWJRX:
2.17%
SWKRX:
6.40%
SWJRX:
6.51%
SWKRX:
-20.18%
SWJRX:
-25.61%
SWKRX:
-3.85%
SWJRX:
-4.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWKRX having a 2.99% return and SWJRX slightly lower at 2.97%. Over the past 10 years, SWKRX has outperformed SWJRX with an annualized return of 2.05%, while SWJRX has yielded a comparatively lower 1.82% annualized return.
SWKRX
2.99%
1.38%
0.97%
8.06%
1.04%
2.05%
SWJRX
2.97%
1.32%
0.96%
8.00%
1.50%
1.82%
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SWKRX vs. SWJRX - Expense Ratio Comparison
SWKRX has a 0.00% expense ratio, which is lower than SWJRX's 0.00% 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
SWKRX vs. SWJRX — Risk-Adjusted Performance Rank
SWKRX
SWJRX
SWKRX vs. SWJRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) and Schwab Monthly Income Fund - Moderate Payout (SWJRX). 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
SWKRX vs. SWJRX - Dividend Comparison
SWKRX's dividend yield for the trailing twelve months is around 4.65%, less than SWJRX's 4.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWKRX Schwab Monthly Income Fund - Enhanced Payout | 4.65% | 4.77% | 4.74% | 2.99% | 2.83% | 2.00% | 2.68% | 2.43% | 2.72% | 2.23% | 2.42% | 2.50% |
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.84% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
Drawdowns
SWKRX vs. SWJRX - Drawdown Comparison
The maximum SWKRX drawdown since its inception was -20.18%, smaller than the maximum SWJRX drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for SWKRX and SWJRX. For additional features, visit the drawdowns tool.
Volatility
SWKRX vs. SWJRX - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Enhanced Payout (SWKRX) is 1.81%, while Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a volatility of 2.00%. This indicates that SWKRX experiences smaller price fluctuations and is considered to be less risky than SWJRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.