TRGOX vs. SWPPX

In the year-to-date period, TRGOX achieves a 0.87% return, which is significantly lower than SWPPX's 1.81% return.

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TRGOX has a 0.70% expense ratio, which is higher than SWPPX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and Schwab S&P 500 Index Fund (SWPPX). 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.

The current TRGOX Sharpe Ratio is 0.42, which is lower than the SWPPX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of TRGOX and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRGOX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.21%.

The maximum TRGOX drawdown since its inception was -44.00%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TRGOX and SWPPX. For additional features, visit the drawdowns tool.

T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a higher volatility of 6.82% compared to Schwab S&P 500 Index Fund (SWPPX) at 5.41%. This indicates that TRGOX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.