SWOBX vs. SWLSX
Compare and contrast key facts about Schwab Balanced Fund™ (SWOBX) and Schwab Large-Cap Growth Fund™ (SWLSX).
SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996. SWLSX is managed by Charles Schwab. It was launched on Oct 3, 2005.
Performance
SWOBX vs. SWLSX - Performance Comparison
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SWOBX vs. SWLSX - 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% | 15.52% |
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, SWOBX achieves a -4.75% return, which is significantly higher than SWLSX's -12.73% return. Over the past 10 years, SWOBX has underperformed SWLSX with an annualized return of 7.90%, while SWLSX has yielded a comparatively higher 14.02% annualized 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%
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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SWOBX vs. SWLSX - Expense Ratio Comparison
SWOBX has a 0.00% expense ratio, which is lower than SWLSX's 0.99% expense ratio.
Return for Risk
SWOBX vs. SWLSX — Risk / Return Rank
SWOBX
SWLSX
SWOBX vs. SWLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Balanced Fund™ (SWOBX) 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.
| SWOBX | SWLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.69 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.14 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.78 | +0.45 |
Martin ratioReturn relative to average drawdown | 5.34 | 2.74 | +2.59 |
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 | SWLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.69 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.55 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.68 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.51 | +0.07 |
Correlation
The correlation between SWOBX and SWLSX is 0.94, 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. SWLSX - Dividend Comparison
SWOBX's dividend yield for the trailing twelve months is around 5.75%, more than SWLSX's 1.34% 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% |
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
SWOBX vs. SWLSX - Drawdown Comparison
The maximum SWOBX drawdown since its inception was -35.99%, smaller than the maximum SWLSX drawdown of -49.89%. Use the drawdown chart below to compare losses from any high point for SWOBX and SWLSX.
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Drawdown Indicators
| SWOBX | SWLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.99% | -49.89% | +13.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -16.17% | +8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -31.32% | +3.02% |
Max Drawdown (10Y)Largest decline over 10 years | -28.30% | -31.32% | +3.02% |
Current DrawdownCurrent decline from peak | -6.58% | -16.17% | +9.59% |
Average DrawdownAverage peak-to-trough decline | -6.25% | -7.98% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 4.57% | -2.88% |
Volatility
SWOBX vs. SWLSX - Volatility Comparison
The current volatility for Schwab Balanced Fund™ (SWOBX) is 3.45%, while Schwab Large-Cap Growth Fund™ (SWLSX) has a volatility of 5.73%. This indicates that SWOBX experiences smaller price fluctuations and is considered to be less risky 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
| SWOBX | SWLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 5.73% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 12.41% | -6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 22.60% | -11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 20.97% | -7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.83% | 20.76% | -7.93% |