Ad is loading...
SFLNX vs VVIAX
SFLNX vs VVIAX Comparison
Open Charts SFLNX vs VVIAX
Schwab Fundamental US Large Company Idx
Price$27.94
Change+$0.30 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
SFLNX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SFLNX vs. VVIAX commentary
Dec 23, 2024
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 SFLNX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SFLNX (9.39B). VVIAX pays higher dividends than SFLNX: VVIAX (2.36) vs SFLNX (1.70). SFLNX was incepted earlier than VVIAX: SFLNX (18 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. SFLNX (7.00). SFLNX has a lower initial minimum investment than VVIAX: SFLNX (0) vs VVIAX (3000). SFLNX annual gain was more profitable for investors over the last year : 17.94 vs. VVIAX (15.21). SFLNX return over 5 years is better than : 66.18 vs. VVIAX (41.36).
| SFLNX | VVIAX | SFLNX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 17.111 | 14.042 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.39B | 195B | 5% |
| Annual Yield % from dividends | 1.70 | 2.36 | 72% |
| Returns for 1 year | 17.94 | 15.21 | 118% |
| Returns for 3 years | 29.53 | 18.26 | 162% |
| Returns for 5 years | 66.18 | 41.36 | 160% |
| Returns for 10 years | 97.10 | 99.61 | 97% |