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SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
Open Charts SWLVX vs VIVAX
Schwab ® US Large-Cap Value Index
Price$15.75
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets889.31M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
SWLVX vs VIVAX Comparison Chart in %
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SWLVX vs. VIVAX commentary
Sep 08, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SWLVX (889M). VIVAX pays higher dividends than SWLVX: VIVAX (1.99) vs SWLVX (1.85). 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 : 529.31 vs. VIVAX (7.74). SWLVX return over 5 years is better than : 2029.77 vs. VIVAX (70.18).
| 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 | 340.098 | 7.845 | 4,335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 203B | 0% |
| Annual Yield % from dividends | 1.85 | 1.99 | 93% |
| Returns for 1 year | 529.31 | 7.74 | 6,835% |
| Returns for 3 years | 1166.54 | 36.63 | 3,184% |
| Returns for 5 years | 2029.77 | 70.18 | 2,892% |
| Returns for 10 years | N/A | 131.64 | - |
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