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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
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.
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.
| 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 | 8.610 | 6.714 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 195B | 0% |
| Annual Yield % from dividends | 1.92 | 2.18 | 88% |
| Returns for 1 year | 12.54 | 9.75 | 129% |
| Returns for 3 years | 38.26 | 34.32 | 111% |
| Returns for 5 years | 73.97 | 74.87 | 99% |
| Returns for 10 years | N/A | 116.26 | - |
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