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SWLVX vs VIVIX
SWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIX
Schwab ® US Large-Cap Value Index
Price$16.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets942.85M
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX commentary
Dec 04, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SWLVX (943M). VIVIX pays higher dividends than SWLVX: VIVIX (2.05) vs SWLVX (1.77). 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 : 503.39 vs. VIVIX (4.76). SWLVX return over 5 years is better than : 1883.78 vs. VIVIX (61.18).
| 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 | 357.143 | 11.794 | 3,028% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 208B | 0% |
| Annual Yield % from dividends | 1.77 | 2.05 | 86% |
| Returns for 1 year | 503.39 | 4.76 | 10,567% |
| Returns for 3 years | 1120.60 | 29.82 | 3,758% |
| Returns for 5 years | 1883.78 | 61.18 | 3,079% |
| Returns for 10 years | N/A | 127.14 | - |
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