SWLVX
Price
$61.68
Change
+$0.34 (+0.55%)
Updated
Jul 3 closing price
Net Assets
851.41M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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SWLVX vs VVIAX

Header iconSWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAXBanner chart's image
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.

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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.
SWLVXVVIAXSWLVX / VVIAX
Total Expense Ratio0.040.0570%
Annual Report Gross Expense Ratio0.040.0570%
Fund Existence8 years25 years-
Gain YTD7.7196.198125%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets851M189B0%
Annual Yield % from dividends1.922.1888%
Returns for 1 year15.0012.03125%
Returns for 3 years39.3835.17112%
Returns for 5 years79.2880.1399%
Returns for 10 yearsN/A115.67-
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