SWLSX vs. AAAGX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Thrivent Large Cap Growth Fund (AAAGX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. AAAGX is managed by Thrivent. It was launched on Oct 29, 1999.
Performance
SWLSX vs. AAAGX - Performance Comparison
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SWLSX vs. AAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AAAGX Thrivent Large Cap Growth Fund | -13.84% | 16.12% | 39.55% | 46.09% | -34.10% | 22.05% | 42.49% | 31.64% | 1.43% | 24.42% |
Returns By Period
In the year-to-date period, SWLSX achieves a -12.73% return, which is significantly higher than AAAGX's -13.84% return. Both investments have delivered pretty close results over the past 10 years, with SWLSX having a 14.02% annualized return and AAAGX not far ahead at 14.67%.
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%
AAAGX
- 1D
- -0.63%
- 1M
- -8.62%
- YTD
- -13.84%
- 6M
- -12.67%
- 1Y
- 11.28%
- 3Y*
- 21.28%
- 5Y*
- 10.15%
- 10Y*
- 14.67%
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SWLSX vs. AAAGX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is lower than AAAGX's 1.03% expense ratio.
Return for Risk
SWLSX vs. AAAGX — Risk / Return Rank
SWLSX
AAAGX
SWLSX vs. AAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Thrivent Large Cap Growth Fund (AAAGX). 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.
| SWLSX | AAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.51 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.89 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 0.51 | +0.27 |
Martin ratioReturn relative to average drawdown | 2.74 | 1.76 | +0.98 |
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
| SWLSX | AAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.51 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.45 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.68 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.30 | +0.21 |
Correlation
The correlation between SWLSX and AAAGX 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.
Dividends
SWLSX vs. AAAGX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 1.34%, less than AAAGX's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AAAGX Thrivent Large Cap Growth Fund | 4.37% | 3.77% | 14.46% | 3.55% | 9.38% | 6.93% | 7.74% | 5.39% | 12.26% | 0.00% | 0.60% | 0.00% |
Drawdowns
SWLSX vs. AAAGX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum AAAGX drawdown of -64.98%. Use the drawdown chart below to compare losses from any high point for SWLSX and AAAGX.
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Drawdown Indicators
| SWLSX | AAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.89% | -64.98% | +15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -16.76% | +0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -40.41% | +9.09% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | -40.41% | +9.09% |
Current DrawdownCurrent decline from peak | -16.17% | -16.76% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -24.01% | +16.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 4.82% | -0.25% |
Volatility
SWLSX vs. AAAGX - Volatility Comparison
Schwab Large-Cap Growth Fund™ (SWLSX) and Thrivent Large Cap Growth Fund (AAAGX) have volatilities of 5.73% and 5.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWLSX | AAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.68% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 12.16% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 22.75% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 22.74% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.76% | 21.62% | -0.86% |