What companies are SWOBX's competitors?

Schwab Balanced Fund (SWOBX)'s closest competitors are the companies in the same industry classification, listed in the Peers to Research table on this page. Click any peer ticker to open its full analysis.

How does SWOBX compare to its peers?

The peer comparison table on this page shows Schwab Balanced Fund (SWOBX) alongside each peer with price, market cap, and key valuation / dividend metrics aligned side-by-side. Use it to spot relative outliers within the same business model.

What sector does SWOBX operate in?

Schwab Balanced Fund (SWOBX) operates in the Asset Management industry within the Financial Services sector. Peers are drawn from this classification — companies with similar revenue mix, cost structure, and customer demand drivers.

SWOBX

Schwab Balanced Fund

NASDAQ·Asset Management · Financial Services

$18.67$0.06−0.32%

Market cap$764.83M·Jul 23 12:10 PM UTC

Frequently Asked Questions About SWOBX

What companies are SWOBX's competitors?: Schwab Balanced Fund (SWOBX)'s closest competitors are the companies in the same industry classification, listed in the Peers to Research table on this page. Click any peer ticker to open its full analysis.
How does SWOBX compare to its peers?: The peer comparison table on this page shows Schwab Balanced Fund (SWOBX) alongside each peer with price, market cap, and key valuation / dividend metrics aligned side-by-side. Use it to spot relative outliers within the same business model.
What sector does SWOBX operate in?: Schwab Balanced Fund (SWOBX) operates in the Asset Management industry within the Financial Services sector. Peers are drawn from this classification — companies with similar revenue mix, cost structure, and customer demand drivers.

SWOBX

Schwab Balanced Fund

NASDAQ·Asset Management · Financial Services

$18.67$0.06−0.32%

Market cap$764.83M·Jul 23 12:10 PM UTC

Peers


IENAX	Invesco Energy Fund	$41.62	$1.0B
STK	Columbia Seligman Premium Technology Growth Fund	$50.03	$883.6M
ROGSX	Red Oak Technology Select Fund	$62.28	$809.9M
IGR	CBRE Global Real Estate Income Fund	$4.66	$705.5M
DLY	DoubleLine Yield Opportunities Fund	$14.01	$680.0M
WFLLX	Allspring Large Cap Core Fund	$21.06	$678.8M
UOPSX	ProFunds UltraNASDAQ-100 Fund	$97.91	$672.2M
CMIDX	Congress Mid Cap Growth Fund	$21.01	$637.3M
BCSIX	Brown Capital Management Small Company Fund	$21.73	$307.8M

Frequently Asked Questions About SWOBX

What companies are SWOBX's competitors?: Schwab Balanced Fund (SWOBX)'s closest competitors are the companies in the same industry classification, listed in the Peers to Research table on this page. Click any peer ticker to open its full analysis.
How does SWOBX compare to its peers?: The peer comparison table on this page shows Schwab Balanced Fund (SWOBX) alongside each peer with price, market cap, and key valuation / dividend metrics aligned side-by-side. Use it to spot relative outliers within the same business model.
What sector does SWOBX operate in?: Schwab Balanced Fund (SWOBX) operates in the Asset Management industry within the Financial Services sector. Peers are drawn from this classification — companies with similar revenue mix, cost structure, and customer demand drivers.