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SFLNX vs VVIAX
SFLNX vs VVIAX Comparison
Open Charts SFLNX vs VVIAX
Schwab Fundamental US Large Company Idx
Price$29.60
Change+$0.23 (+0.78%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
SFLNX vs VVIAX Comparison Chart
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SFLNX vs. VVIAX commentary
Nov 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SFLNX (9.8B). 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 : 28.67 vs. VVIAX (27.07). SFLNX return over 5 years is better than : 72.34 vs. VVIAX (54.28).
| 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 | 21.014 | 20.599 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8B | 184B | 5% |
| Annual Yield % from dividends | 1.70 | 2.36 | 72% |
| Returns for 1 year | 28.67 | 27.07 | 106% |
| Returns for 3 years | 28.36 | 24.71 | 115% |
| Returns for 5 years | 72.34 | 54.28 | 133% |
| Returns for 10 years | 98.64 | 114.16 | 86% |