Interact to see
Advertisement
Advertisement
SWLGX vs SWLVX
SWLGX vs SWLVX Comparison
Open Charts SWLGX vs SWLVX
Schwab ® US Large-Cap Growth Idx
Price$121.33
Change-$0.44 (-0.36%)
VolumeN/A
Net Assets3.49B
Schwab ® US Large-Cap Value Index
Price$59.50
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets824.47M
SWLGX vs SWLVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWLGX vs. SWLVX commentary
Jun 12, 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 SWLGX is a StrongBuy and SWLVX is a Buy.
FUNDAMENTALS
Fundamentals
SWLGX has more cash in the bank: 3.49B vs. SWLVX (824M). SWLVX pays higher dividends than SWLGX: SWLVX (1.99) vs SWLGX (0.52). SWLGX was incepted earlier than SWLVX: SWLGX (7 years) vs SWLVX (7 years). SWLGX (0.04) and SWLVX (0.04) have similar cost to investors . SWLVX is a more actively managed with annual turnover of: 30.97 vs. SWLGX (17.00). SWLGX (0) and SWLVX (0) have matching initial minimum investment requirements. SWLGX annual gain was more profitable for investors over the last year : 16.15 vs. SWLVX (11.15). SWLGX return over 5 years is better than : 125.21 vs. SWLVX (72.39).
| SWLGX | SWLVX | SWLGX / SWLVX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 2.474 | 4.034 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 824M | 424% |
| Annual Yield % from dividends | 0.52 | 1.99 | 26% |
| Returns for 1 year | 16.15 | 11.15 | 145% |
| Returns for 3 years | 86.53 | 30.85 | 280% |
| Returns for 5 years | 125.21 | 72.39 | 173% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers