SWLSX vs. FBGRX
Compare and contrast key facts about Schwab Large-Cap Growth Fund™ (SWLSX) and Fidelity Blue Chip Growth Fund (FBGRX).
SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWLSX or FBGRX.
Key characteristics
| SWLSX | FBGRX | |
|---|---|---|
| YTD Return | 21.09% | 17.83% |
| 1Y Return | 30.34% | 30.82% |
| 3Y Return (Ann) | 9.52% | 5.16% |
| 5Y Return (Ann) | 17.19% | 19.98% |
| 10Y Return (Ann) | 13.51% | 16.52% |
| Sharpe Ratio | 1.89 | 1.42 |
| Daily Std Dev | 16.46% | 20.53% |
| Max Drawdown | -49.89% | -57.42% |
| Current Drawdown | -3.25% | -10.97% |
Correlation
The correlation between SWLSX and FBGRX 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
SWLSX vs. FBGRX - Performance Comparison
In the year-to-date period, SWLSX achieves a 21.09% return, which is significantly higher than FBGRX's 17.83% return. Over the past 10 years, SWLSX has underperformed FBGRX with an annualized return of 13.51%, while FBGRX has yielded a comparatively higher 16.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SWLSX vs. FBGRX - Expense Ratio Comparison
SWLSX has a 0.99% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
SWLSX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Large-Cap Growth Fund™ (SWLSX) and Fidelity Blue Chip Growth Fund (FBGRX). 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
SWLSX vs. FBGRX - Dividend Comparison
SWLSX's dividend yield for the trailing twelve months is around 0.03%, less than FBGRX's 0.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLSX Schwab Large-Cap Growth Fund™ | 0.03% | 0.04% | 2.07% | 7.77% | 1.07% | 5.32% | 12.34% | 7.91% | 4.45% | 17.06% | 11.30% | 0.56% |
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
SWLSX vs. FBGRX - Drawdown Comparison
The maximum SWLSX drawdown since its inception was -49.89%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for SWLSX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
SWLSX vs. FBGRX - Volatility Comparison
The current volatility for Schwab Large-Cap Growth Fund™ (SWLSX) is 5.56%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.75%. This indicates that SWLSX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.