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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$16.08
Change+$0.16 (+1.01%)
VolumeN/A
Net Assets918.67M
Vanguard Value Index Adm
Price$72.97
Change+$0.55 (+0.76%)
VolumeN/A
Net Assets207.8B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SWLVX (919M). VVIAX pays higher dividends than SWLVX: VVIAX (2.08) vs SWLVX (1.83). 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 : 503.80 vs. VVIAX (4.64). SWLVX return over 5 years is better than : 2009.93 vs. VVIAX (71.80).
| 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 | 344.848 | 9.746 | 3,538% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 919M | 208B | 0% |
| Annual Yield % from dividends | 1.83 | 2.08 | 88% |
| Returns for 1 year | 503.80 | 4.64 | 10,854% |
| Returns for 3 years | 1222.05 | 43.00 | 2,842% |
| Returns for 5 years | 2009.93 | 71.80 | 2,799% |
| Returns for 10 years | N/A | 129.42 | - |
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