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SWLVX vs VIVIX
SWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIX
Schwab ® US Large-Cap Value Index
Price$16.08
Change+$0.16 (+1.01%)
VolumeN/A
Net Assets918.67M
SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX commentary
Oct 21, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SWLVX (919M). VIVIX pays higher dividends than SWLVX: VIVIX (2.09) vs SWLVX (1.83). SWLVX was incepted earlier than VIVIX: SWLVX (8 years) vs VIVIX (27 years). VIVIX (0.04) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VIVIX (9.00). SWLVX has a lower initial minimum investment than VIVIX: SWLVX (0) vs VIVIX (5000000). SWLVX annual gain was more profitable for investors over the last year : 503.80 vs. VIVIX (4.64). SWLVX return over 5 years is better than : 2009.93 vs. VIVIX (71.78).
| SWLVX | VIVIX | SWLVX / VIVIX | |
| Total Expense Ratio | 0.04 | 0.04 | 88% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 88% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 344.848 | 9.748 | 3,538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 208B | 0% |
| Annual Yield % from dividends | 1.83 | 2.09 | 87% |
| Returns for 1 year | 503.80 | 4.64 | 10,851% |
| Returns for 3 years | 1222.05 | 42.98 | 2,843% |
| Returns for 5 years | 2009.93 | 71.78 | 2,800% |
| Returns for 10 years | N/A | 129.40 | - |
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