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SWLGX vs SWLVX
SWLGX vs SWLVX Comparison
Open Charts SWLGX vs SWLVX
Schwab ® US Large-Cap Growth Idx
Price$128.96
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets3.77B
Schwab ® US Large-Cap Value Index
Price$61.21
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets852.39M
SWLGX vs SWLVX Comparison Chart in %
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SWLGX vs. SWLVX commentary
Jul 19, 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: 3.77B vs. SWLVX (852M). SWLVX pays higher dividends than SWLGX: SWLVX (1.92) vs SWLGX (0.49). SWLGX was incepted earlier than SWLVX: SWLGX (8 years) vs SWLVX (8 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 : 19.12 vs. SWLVX (8.76). SWLGX return over 5 years is better than : 119.03 vs. SWLVX (71.50).
| SWLGX | SWLVX | SWLGX / SWLVX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 8.491 | 6.898 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 852M | 442% |
| Annual Yield % from dividends | 0.49 | 1.92 | 26% |
| Returns for 1 year | 19.12 | 8.76 | 218% |
| Returns for 3 years | 96.74 | 39.74 | 243% |
| Returns for 5 years | 119.03 | 71.50 | 166% |
| Returns for 10 years | N/A | N/A | - |
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