SWOBX vs. SWLGX
Compare and contrast key facts about Schwab Balanced Fund™ (SWOBX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
SWOBX vs. SWLGX - Performance Comparison
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SWOBX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWOBX Schwab Balanced Fund™ | -4.75% | 12.76% | 12.51% | 18.25% | -18.86% | 14.76% | 14.73% | 20.13% | -4.35% | 0.09% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
In the year-to-date period, SWOBX achieves a -4.75% return, which is significantly higher than SWLGX's -13.06% return.
SWOBX
- 1D
- -0.06%
- 1M
- -6.07%
- YTD
- -4.75%
- 6M
- -2.83%
- 1Y
- 9.96%
- 3Y*
- 10.26%
- 5Y*
- 5.35%
- 10Y*
- 7.90%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
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SWOBX vs. SWLGX - Expense Ratio Comparison
SWOBX has a 0.00% expense ratio, which is lower than SWLGX's 0.04% 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%.
Return for Risk
SWOBX vs. SWLGX — Risk / Return Rank
SWOBX
SWLGX
SWOBX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Balanced Fund™ (SWOBX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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.
| SWOBX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.66 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.10 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.72 | +0.51 |
Martin ratioReturn relative to average drawdown | 5.34 | 2.51 | +2.83 |
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
| SWOBX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.66 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.56 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.68 | -0.10 |
Correlation
The correlation between SWOBX and SWLGX is 0.92, 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
SWOBX vs. SWLGX - Dividend Comparison
SWOBX's dividend yield for the trailing twelve months is around 5.75%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWOBX Schwab Balanced Fund™ | 5.75% | 5.47% | 4.94% | 5.67% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
SWOBX vs. SWLGX - Drawdown Comparison
The maximum SWOBX drawdown since its inception was -35.99%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for SWOBX and SWLGX.
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Drawdown Indicators
| SWOBX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.99% | -32.69% | -3.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -16.16% | +8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -32.69% | +4.39% |
Max Drawdown (10Y)Largest decline over 10 years | -28.30% | — | — |
Current DrawdownCurrent decline from peak | -6.58% | -16.16% | +9.58% |
Average DrawdownAverage peak-to-trough decline | -6.25% | -7.13% | +0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 4.62% | -2.93% |
Volatility
SWOBX vs. SWLGX - Volatility Comparison
The current volatility for Schwab Balanced Fund™ (SWOBX) is 3.45%, while Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has a volatility of 5.38%. This indicates that SWOBX experiences smaller price fluctuations and is considered to be less risky than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWOBX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 5.38% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 11.82% | -5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 22.31% | -11.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 21.47% | -7.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.83% | 22.78% | -9.95% |