SWLVX
Price
$62.19
Change
+$0.25 (+0.40%)
Updated
Jul 25 closing price
Net Assets
875.6M
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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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$62.19
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets875.6M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Jul 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 Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SWLVX (876M). 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 : 12.54 vs. VVIAX (9.75). VVIAX (74.87) and SWLVX (73.97) have equivalent 5 years return.
SWLVXVVIAXSWLVX / VVIAX
Total Expense Ratio0.040.0570%
Annual Report Gross Expense Ratio0.040.0570%
Fund Existence8 years25 years-
Gain YTD8.6106.714128%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets876M195B0%
Annual Yield % from dividends1.922.1888%
Returns for 1 year12.549.75129%
Returns for 3 years38.2634.32111%
Returns for 5 years73.9774.8799%
Returns for 10 yearsN/A116.26-
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