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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$15.93
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets907.54M
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Sep 29, 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: 203B vs. SWLVX (908M). VVIAX pays higher dividends than SWLVX: VVIAX (2.10) vs SWLVX (1.85). 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 : 519.19 vs. VVIAX (7.68). SWLVX return over 5 years is better than : 2136.96 vs. VVIAX (81.82).
| 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 | 345.127 | 10.243 | 3,369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 203B | 0% |
| Annual Yield % from dividends | 1.85 | 2.10 | 88% |
| Returns for 1 year | 519.19 | 7.68 | 6,760% |
| Returns for 3 years | 1281.44 | 50.25 | 2,550% |
| Returns for 5 years | 2136.96 | 81.82 | 2,612% |
| Returns for 10 years | N/A | 147.68 | - |
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