SWMIX vs. SWLSX
Compare and contrast key facts about Schwab International Opportunities Fund (SWMIX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWMIX is managed by Charles Schwab. It was launched on Apr 1, 2004. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWMIX vs. SWLSX - Performance Comparison
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SWMIX vs. SWLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | -2.83% | 21.83% | 0.91% | 12.52% | -25.35% | 5.78% | 23.94% | 26.07% | -19.12% | 33.64% |
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% |
Returns By Period
In the year-to-date period, SWMIX achieves a -2.83% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWMIX has underperformed SWLSX with an annualized return of 6.26%, while SWLSX has yielded a comparatively higher 14.02% annualized return.
SWMIX
- 1D
- -0.21%
- 1M
- -12.80%
- YTD
- -2.83%
- 6M
- -5.84%
- 1Y
- 12.68%
- 3Y*
- 7.21%
- 5Y*
- 0.89%
- 10Y*
- 6.26%
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%
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SWMIX vs. SWLSX - Expense Ratio Comparison
Both SWMIX and SWLSX have an expense ratio of 0.99%.
Return for Risk
SWMIX vs. SWLSX — Risk / Return Rank
SWMIX
SWLSX
SWMIX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Opportunities Fund (SWMIX) and Schwab Large-Cap Growth Fund™ (SWLSX). 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.
| SWMIX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.69 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.88 | 1.14 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 0.78 | -0.08 |
Martin ratioReturn relative to average drawdown | 2.56 | 2.74 | -0.18 |
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
| SWMIX | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.69 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.55 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.68 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.51 | -0.17 |
Correlation
The correlation between SWMIX and SWLSX is 0.78, 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
SWMIX vs. SWLSX - Dividend Comparison
SWMIX has not paid dividends to shareholders, while SWLSX's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMIX Schwab International Opportunities Fund | 0.00% | 0.00% | 2.04% | 1.73% | 3.59% | 17.50% | 6.16% | 1.94% | 10.57% | 4.60% | 0.87% | 7.20% |
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% |
Drawdowns
SWMIX vs. SWLSX - Drawdown Comparison
The maximum SWMIX drawdown since its inception was -61.81%, which is greater than SWLSX's maximum drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWMIX and SWLSX.
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Drawdown Indicators
| SWMIX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.81% | -49.89% | -11.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.90% | -16.17% | +3.27% |
Max Drawdown (5Y)Largest decline over 5 years | -40.51% | -31.32% | -9.19% |
Max Drawdown (10Y)Largest decline over 10 years | -40.51% | -31.32% | -9.19% |
Current DrawdownCurrent decline from peak | -12.90% | -16.17% | +3.27% |
Average DrawdownAverage peak-to-trough decline | -12.74% | -7.98% | -4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 4.57% | -1.08% |
Volatility
SWMIX vs. SWLSX - Volatility Comparison
Schwab International Opportunities Fund (SWMIX) has a higher volatility of 7.56% compared to Schwab Large-Cap Growth Fund™ (SWLSX) at 5.73%. This indicates that SWMIX's price experiences larger fluctuations and is considered to be riskier than SWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWMIX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 5.73% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.30% | 12.41% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.28% | 22.60% | -3.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.94% | 20.97% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 20.76% | -2.59% |