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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$61.68
Change+$0.34 (+0.55%)
VolumeN/A
Net Assets851.41M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SWLVX (851M). VVIAX pays higher dividends than SWLVX: VVIAX (2.18) vs SWLVX (1.92). SWLVX was incepted earlier than VVIAX: SWLVX (8 years) vs VVIAX (25 years). VVIAX (0.05) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VVIAX (9.00). SWLVX has a lower initial minimum investment than VVIAX: SWLVX (0) vs VVIAX (3000). SWLVX annual gain was more profitable for investors over the last year : 15.00 vs. VVIAX (12.03). VVIAX (80.13) and SWLVX (79.28) have equivalent 5 years return.
| SWLVX | VVIAX | SWLVX / VVIAX | |
| Total Expense Ratio | 0.04 | 0.05 | 70% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 70% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 7.719 | 6.198 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 189B | 0% |
| Annual Yield % from dividends | 1.92 | 2.18 | 88% |
| Returns for 1 year | 15.00 | 12.03 | 125% |
| Returns for 3 years | 39.38 | 35.17 | 112% |
| Returns for 5 years | 79.28 | 80.13 | 99% |
| Returns for 10 years | N/A | 115.67 | - |
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