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SWLGX vs VWUSX
SWLGX vs VWUSX Comparison
Open Charts SWLGX vs VWUSX
Schwab ® US Large-Cap Growth Idx
Price$119.88
Change-$0.66 (-0.55%)
VolumeN/A
Net Assets3.45B
Vanguard US Growth Investor
Price$73.42
Change-$0.41 (-0.56%)
VolumeN/A
Net Assets46.03B
SWLGX vs VWUSX Comparison Chart in %
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SWLGX vs. VWUSX commentary
Jun 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 SWLGX is a StrongBuy and VWUSX is a Buy.
FUNDAMENTALS
Fundamentals
VWUSX has more cash in the bank: 46B vs. SWLGX (3.45B). SWLGX pays higher dividends than VWUSX: SWLGX (0.52) vs VWUSX (0.19). SWLGX was incepted earlier than VWUSX: SWLGX (8 years) vs VWUSX (67 years). VWUSX (0.32) is less costly to investors than SWLGX (0.04). VWUSX is a more actively managed with annual turnover of: 37.00 vs. SWLGX (17.00). SWLGX has a lower initial minimum investment than VWUSX: SWLGX (0) vs VWUSX (3000). SWLGX annual gain was more profitable for investors over the last year : 11.40 vs. VWUSX (9.47). SWLGX return over 5 years is better than : 115.04 vs. VWUSX (44.93).
| SWLGX | VWUSX | SWLGX / VWUSX | |
| Total Expense Ratio | 0.04 | 0.32 | 11% |
| Annual Report Gross Expense Ratio | 0.04 | 0.32 | 11% |
| Fund Existence | 8 years | 67 years | - |
| Gain YTD | 0.884 | 2.786 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 46B | 7% |
| Annual Yield % from dividends | 0.52 | 0.19 | 282% |
| Returns for 1 year | 11.40 | 9.47 | 120% |
| Returns for 3 years | 88.80 | 82.83 | 107% |
| Returns for 5 years | 115.04 | 44.93 | 256% |
| Returns for 10 years | N/A | 125.34 | - |
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