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SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
Open Charts SWLVX vs VIVAX
Schwab ® US Large-Cap Value Index
Price$16.43
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets946.53M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SWLVX vs VIVAX Comparison Chart in %
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SWLVX vs. VIVAX commentary
Dec 27, 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 SWLVX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. SWLVX (947M). VIVAX pays higher dividends than SWLVX: VIVAX (1.93) vs SWLVX (1.77). SWLVX was incepted earlier than VIVAX: SWLVX (8 years) vs VIVAX (33 years). VIVAX (0.17) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VIVAX (9.00). SWLVX has a lower initial minimum investment than VIVAX: SWLVX (0) vs VIVAX (3000). SWLVX annual gain was more profitable for investors over the last year : 353.40 vs. VIVAX (12.66). SWLVX return over 5 years is better than : 1854.44 vs. VIVAX (64.99).
| SWLVX | VIVAX | SWLVX / VIVAX | |
| Total Expense Ratio | 0.04 | 0.17 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 21% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 359.099 | 14.025 | 2,560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 216B | 0% |
| Annual Yield % from dividends | 1.77 | 1.93 | 92% |
| Returns for 1 year | 353.40 | 12.66 | 2,791% |
| Returns for 3 years | 1187.46 | 37.81 | 3,141% |
| Returns for 5 years | 1854.44 | 64.99 | 2,853% |
| Returns for 10 years | N/A | 134.86 | - |
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