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SWLGX vs SWPPX
SWLGX vs SWPPX Comparison
Open Charts SWLGX vs SWPPX
Schwab ® US Large-Cap Growth Idx
Price$131.31
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets3.9B
SWLGX vs SWPPX Comparison Chart in %
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SWLGX vs. SWPPX commentary
Aug 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SWLGX is a Buy and SWPPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 121B vs. SWLGX (3.9B). SWPPX pays higher dividends than SWLGX: SWPPX (1.13) vs SWLGX (0.47). SWLGX was incepted earlier than SWPPX: SWLGX (8 years) vs SWPPX (28 years). SWLGX (0.04) is less costly to investors than SWPPX (0.02). SWLGX is a more actively managed with annual turnover of: 17.00 vs. SWPPX (2.00). SWLGX (0) and SWPPX (0) have matching initial minimum investment requirements. SWLGX annual gain was more profitable for investors over the last year : 33.84 vs. SWPPX (23.62). SWLGX return over 5 years is better than : 112.18 vs. SWPPX (96.91).
| SWLGX | SWPPX | SWLGX / SWPPX | |
| Total Expense Ratio | 0.04 | 0.02 | 175% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 175% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 10.637 | 8.685 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 121B | 3% |
| Annual Yield % from dividends | 0.47 | 1.13 | 42% |
| Returns for 1 year | 33.84 | 23.62 | 143% |
| Returns for 3 years | 81.24 | 57.66 | 141% |
| Returns for 5 years | 112.18 | 96.91 | 116% |
| Returns for 10 years | N/A | 213.00 | - |
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