SWLRX vs. SWJRX
Compare and contrast key facts about Schwab Monthly Income Fund - Maximum Payout (SWLRX) and Schwab Monthly Income Fund - Moderate Payout (SWJRX).
SWLRX 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: SWLRX or SWJRX.
Correlation
The correlation between SWLRX and SWJRX is 0.72, 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
SWLRX vs. SWJRX - Performance Comparison
Key characteristics
SWLRX:
1.44
SWJRX:
1.31
SWLRX:
2.06
SWJRX:
1.87
SWLRX:
1.26
SWJRX:
1.24
SWLRX:
0.69
SWJRX:
0.65
SWLRX:
4.40
SWJRX:
3.98
SWLRX:
1.72%
SWJRX:
2.15%
SWLRX:
5.25%
SWJRX:
6.54%
SWLRX:
-18.73%
SWJRX:
-25.61%
SWLRX:
-3.51%
SWJRX:
-4.92%
Returns By Period
In the year-to-date period, SWLRX achieves a 1.70% return, which is significantly lower than SWJRX's 2.36% return. Over the past 10 years, SWLRX has underperformed SWJRX with an annualized return of 1.68%, while SWJRX has yielded a comparatively higher 1.82% annualized return.
SWLRX
1.70%
1.15%
0.88%
6.85%
0.84%
1.68%
SWJRX
2.36%
1.53%
0.96%
7.46%
1.36%
1.82%
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SWLRX vs. SWJRX - Expense Ratio Comparison
SWLRX 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
SWLRX vs. SWJRX — Risk-Adjusted Performance Rank
SWLRX
SWJRX
SWLRX vs. SWJRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Maximum Payout (SWLRX) 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
SWLRX vs. SWJRX - Dividend Comparison
SWLRX's dividend yield for the trailing twelve months is around 4.89%, which matches SWJRX's 4.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLRX Schwab Monthly Income Fund - Maximum Payout | 4.89% | 4.97% | 4.11% | 2.46% | 2.46% | 2.06% | 2.70% | 2.52% | 2.47% | 2.23% | 2.29% | 2.38% |
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.87% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
Drawdowns
SWLRX vs. SWJRX - Drawdown Comparison
The maximum SWLRX drawdown since its inception was -18.73%, smaller than the maximum SWJRX drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for SWLRX and SWJRX. For additional features, visit the drawdowns tool.
Volatility
SWLRX vs. SWJRX - Volatility Comparison
The current volatility for Schwab Monthly Income Fund - Maximum Payout (SWLRX) is 1.54%, while Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a volatility of 2.10%. This indicates that SWLRX 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.