SWLVX
Price
$16.43
Change
+$0.07 (+0.43%)
Updated
Dec 24 closing price
Net Assets
946.53M
VIVIX
Price
$75.24
Change
+$0.37 (+0.49%)
Updated
Dec 24 closing price
Net Assets
215.53B
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SWLVX vs VIVIX

Header iconSWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIXBanner chart's image
Schwab ® US Large-Cap Value Index
Price$16.43
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets946.53M
Vanguard Value Index I
Price$75.24
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. SWLVX (947M). VIVIX pays higher dividends than SWLVX: VIVIX (2.05) vs SWLVX (1.77). SWLVX was incepted earlier than VIVIX: SWLVX (8 years) vs VIVIX (28 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 : 353.40 vs. VIVIX (12.67). SWLVX return over 5 years is better than : 1854.44 vs. VIVIX (65.02).
SWLVXVIVIXSWLVX / VIVIX
Total Expense Ratio0.040.0488%
Annual Report Gross Expense Ratio0.040.0488%
Fund Existence8 years28 years-
Gain YTD359.09914.0372,558%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets947M216B0%
Annual Yield % from dividends1.772.0586%
Returns for 1 year353.4012.672,789%
Returns for 3 years1187.4637.823,140%
Returns for 5 years1854.4465.022,852%
Returns for 10 yearsN/A134.87-
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