Schwab Balanced Fund
Schwab Balanced Fund (SWOBX) PE Ratio — Current & Historical Data
Trailing twelve months (TTM) P/E, forward P/E, PEG, and annual PE history — from market prices and filings.
swobx · pe ratio · data through Jun 9, 2026
Core PE Ratio Metrics
Trailing 12 months · TTMInsufficient PE history data (fewer than 3 valid fiscal years).
PE Ratio vs Peers
Asset Management · 6 peers · Annual PE| Company | Market Cap | PE (Annual) | vs Avg | EPS (TTM) |
|---|---|---|---|---|
Schwab Balanced FundYou SWOBX | $771M | N/A | — | — |
 Brown Capital Management Small Company Fund BCSIX | $320M | N/A | — | — |
 Congress Mid Cap Growth Fund CMIDX | $629M | N/A | — | — |
 DoubleLine Yield Opportunities Fund DLY | $669M | 14.44x | -43.3% | $1.04 |
 Invesco Energy Fund IENAX | $1.0B | N/A | — | — |
 CBRE Global Real Estate Income Fund IGR | $683M | 36.50x | +43.3% | $0.12 |
 Red Oak Technology Select Fund ROGSX | $738M | N/A | — | — |
Industry Average 2 peers with valid PE | — | 25.47x | baseline | — |
* N/A — Company is not profitable (TTM) · excluded from industry average · ▸ FMP /stock-peers + /ratios?limit=1 · priceToEarningsRatio
About PE Ratio & Methodology
The price-to-earnings (P/E) ratio for Schwab Balanced Fund (SWOBX) measures how much investors pay for each dollar of the company's trailing earnings. SWOBX's current PE ratio of N/A is calculated by dividing its stock price of $18.57 by its TTM earnings per share of —.
Frequently asked questions
SWOBX pe ratio · 6 questionsSWOBX's current PE ratio is N/A as of 2026-06-09, based on a stock price of $18.57 and TTM EPS of —. Data sourced from Financial Modeling Prep via SWOBX's SEC 10-K and 10-Q filings.
▸ Source: FMP · /ratios-ttm · /ratios annual · /analyst-estimates · /stock-peers · Schwab Balanced Fund SEC 10-K & 10-Q filings · US GAAP · Updated: 2026-06-09