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SFLNX vs VVIAX
SFLNX vs VVIAX Comparison
Open Charts SFLNX vs VVIAX
Schwab Fundamental US Large Company Idx
Price$28.90
Change-$0.41 (-1.40%)
VolumeN/A
Net Assets9.8B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
SFLNX vs VVIAX Comparison Chart
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SFLNX vs. VVIAX commentary
Feb 23, 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 SFLNX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B 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 : 16.43 vs. VVIAX (13.46). SFLNX return over 5 years is better than : 70.44 vs. VVIAX (47.22).
| 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 | 3.733 | 4.164 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8B | 193B | 5% |
| Annual Yield % from dividends | 1.70 | 2.36 | 72% |
| Returns for 1 year | 16.43 | 13.46 | 122% |
| Returns for 3 years | 35.62 | 23.94 | 149% |
| Returns for 5 years | 70.44 | 47.22 | 149% |
| Returns for 10 years | 101.52 | 105.55 | 96% |
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