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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$16.12
Change-$0.20 (-1.23%)
VolumeN/A
Net Assets926.11M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Nov 14, 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 (926M). VVIAX pays higher dividends than SWLVX: VVIAX (2.09) vs SWLVX (1.82). 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 : 513.44 vs. VVIAX (5.48). SWLVX return over 5 years is better than : 1948.84 vs. VVIAX (64.69).
| 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 | 356.025 | 10.852 | 3,281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 926M | 208B | 0% |
| Annual Yield % from dividends | 1.82 | 2.09 | 87% |
| Returns for 1 year | 513.44 | 5.48 | 9,364% |
| Returns for 3 years | 1143.52 | 32.94 | 3,471% |
| Returns for 5 years | 1948.84 | 64.69 | 3,013% |
| Returns for 10 years | N/A | 128.99 | - |
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