Home › Compare › LCGRX vs SCHD
LCGRX yields 9.36% · SCHD yields 3.46%● Live data
📍 LCGRX pulled ahead of the other in Year 1
Combined, LCGRX + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of LCGRX + SCHD for your $10,000?
The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies, or is $3 billion or less at the time of investment.
Full LCGRX Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.