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SWLGX vs VIGRX
SWLGX vs VIGRX Comparison
Open Charts SWLGX vs VIGRX
Schwab ® US Large-Cap Growth Idx
Price$117.68
Change+$1.77 (+1.53%)
VolumeN/A
Net Assets3.31B
Vanguard Growth Index Investor
Price$211.40
Change+$3.50 (+1.68%)
VolumeN/A
Net Assets269.26B
SWLGX vs VIGRX Comparison Chart
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SWLGX vs. VIGRX commentary
May 14, 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 VIGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIGRX has more cash in the bank: 269B vs. SWLGX (3.31B). SWLGX pays higher dividends than VIGRX: SWLGX (0.57) vs VIGRX (0.38). SWLGX was incepted earlier than VIGRX: SWLGX (7 years) vs VIGRX (33 years). VIGRX (0.17) is less costly to investors than SWLGX (0.04). SWLGX is a more actively managed with annual turnover of: 17.00 vs. VIGRX (11.00). SWLGX has a lower initial minimum investment than VIGRX: SWLGX (0) vs VIGRX (3000). VIGRX (17.44) and SWLGX (16.83) have marching annual gain over last year. SWLGX (128.04) and VIGRX (122.57) have equivalent 5 years return.
| SWLGX | VIGRX | SWLGX / VIGRX | |
| Total Expense Ratio | 0.04 | 0.17 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 21% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -2.457 | -1.604 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 269B | 1% |
| Annual Yield % from dividends | 0.57 | 0.38 | 151% |
| Returns for 1 year | 16.83 | 17.44 | 96% |
| Returns for 3 years | 70.59 | 69.82 | 101% |
| Returns for 5 years | 128.04 | 122.57 | 104% |
| Returns for 10 years | N/A | 269.50 | - |
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