TRLGX vs. SWLGX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund (TRLGX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001. 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
TRLGX vs. SWLGX - Performance Comparison
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TRLGX vs. SWLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | -14.83% | 17.51% | 37.57% | 46.22% | -35.26% | 23.24% | 39.57% | 28.51% | 4.35% | -0.89% |
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, TRLGX achieves a -14.83% return, which is significantly lower than SWLGX's -13.06% return.
TRLGX
- 1D
- -0.39%
- 1M
- -9.19%
- YTD
- -14.83%
- 6M
- -13.42%
- 1Y
- 8.66%
- 3Y*
- 20.81%
- 5Y*
- 9.15%
- 10Y*
- 16.26%
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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TRLGX vs. SWLGX - Expense Ratio Comparison
TRLGX has a 0.55% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
TRLGX vs. SWLGX — Risk / Return Rank
TRLGX
SWLGX
TRLGX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) 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.
| TRLGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.66 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.10 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.72 | -0.43 |
Martin ratioReturn relative to average drawdown | 0.96 | 2.51 | -1.55 |
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
| TRLGX | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.66 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.56 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.68 | -0.14 |
Correlation
The correlation between TRLGX and SWLGX is 0.96, 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
TRLGX vs. SWLGX - Dividend Comparison
TRLGX's dividend yield for the trailing twelve months is around 16.07%, more than SWLGX's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | 16.07% | 13.69% | 9.80% | 2.04% | 3.88% | 2.56% | 0.42% | 4.09% | 7.93% | 9.27% | 1.64% | 4.71% |
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
TRLGX vs. SWLGX - Drawdown Comparison
The maximum TRLGX drawdown since its inception was -55.56%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for TRLGX and SWLGX.
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Drawdown Indicators
| TRLGX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.56% | -32.69% | -22.87% |
Max Drawdown (1Y)Largest decline over 1 year | -18.18% | -16.16% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -40.44% | -32.69% | -7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -40.44% | — | — |
Current DrawdownCurrent decline from peak | -18.18% | -16.16% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -7.13% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.45% | 4.62% | +0.83% |
Volatility
TRLGX vs. SWLGX - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund (TRLGX) has a higher volatility of 5.76% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that TRLGX's price experiences larger fluctuations and is considered to be riskier 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
| TRLGX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 5.38% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 11.82% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 22.31% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 21.47% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 22.78% | -1.09% |