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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$59.03
Change-$0.60 (-1.01%)
VolumeN/A
Net Assets815.54M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SWLVX vs VVIAX Comparison Chart
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SWLVX vs. VVIAX commentary
Jun 15, 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 (816M). VVIAX pays higher dividends than SWLVX: VVIAX (2.28) vs SWLVX (1.99). SWLVX was incepted earlier than VVIAX: SWLVX (7 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 : 10.26 vs. VVIAX (8.01). VVIAX (72.56) and SWLVX (70.83) 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 | 7 years | 25 years | - |
| Gain YTD | 3.091 | 2.436 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 189B | 0% |
| Annual Yield % from dividends | 1.99 | 2.28 | 87% |
| Returns for 1 year | 10.26 | 8.01 | 128% |
| Returns for 3 years | 35.50 | 32.19 | 110% |
| Returns for 5 years | 70.83 | 72.56 | 98% |
| Returns for 10 years | N/A | 103.54 | - |
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