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SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
Open Charts SWLVX vs VIVAX
Schwab ® US Large-Cap Value Index
Price$15.93
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets907.54M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SWLVX vs VIVAX Comparison Chart in %
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SWLVX vs. VIVAX commentary
Sep 29, 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 (908M). 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 : 519.19 vs. VIVAX (7.64). SWLVX return over 5 years is better than : 2136.96 vs. VIVAX (81.78).
| 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 | 345.127 | 10.222 | 3,376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 203B | 0% |
| Annual Yield % from dividends | 1.85 | 1.99 | 93% |
| Returns for 1 year | 519.19 | 7.64 | 6,793% |
| Returns for 3 years | 1281.44 | 50.22 | 2,552% |
| Returns for 5 years | 2136.96 | 81.78 | 2,613% |
| Returns for 10 years | N/A | 147.68 | - |
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