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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$15.98
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets990.75M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SWLVX (991M). VVIAX pays higher dividends than SWLVX: VVIAX (1.95) vs SWLVX (1.73). 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 : 16.42 vs. VVIAX (14.12). SWLVX return over 5 years is better than : 100.26 vs. VVIAX (67.29).
| 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 | 5.351 | 5.462 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 218B | 0% |
| Annual Yield % from dividends | 1.73 | 1.95 | 89% |
| Returns for 1 year | 16.42 | 14.12 | 116% |
| Returns for 3 years | 66.71 | 40.33 | 165% |
| Returns for 5 years | 100.26 | 67.29 | 149% |
| Returns for 10 years | N/A | 165.83 | - |
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