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SWLRX vs VASIX
SWLRX vs VASIX Comparison
Open Charts SWLRX vs VASIX
Schwab® Monthly Income Income Payout
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets58.26M
Vanguard LifeStrategy Income I
Price$15.25
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets3.88B
SWLRX vs VASIX Comparison Chart
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SWLRX vs. VASIX commentary
Apr 30, 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 SWLRX is a Buy and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.88B vs. SWLRX (58.3M). SWLRX pays higher dividends than VASIX: SWLRX (4.84) vs VASIX (3.66). SWLRX was incepted earlier than VASIX: SWLRX (17 years) vs VASIX (31 years). SWLRX (0.30) is less costly to investors than VASIX (0.11). SWLRX is a more actively managed with annual turnover of: 8.00 vs. VASIX (5.00). SWLRX has a lower initial minimum investment than VASIX: SWLRX (0) vs VASIX (3000). SWLRX annual gain was more profitable for investors over the last year : 7.88 vs. VASIX (4.84). SWLRX return over 5 years is better than : 6.42 vs. VASIX (4.39).
| SWLRX | VASIX | SWLRX / VASIX | |
| Total Expense Ratio | 0.16 | 0.11 | 145% |
| Annual Report Gross Expense Ratio | 0.30 | 0.11 | 273% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 2.607 | 1.972 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3M | 3.88B | 2% |
| Annual Yield % from dividends | 4.84 | 3.66 | 132% |
| Returns for 1 year | 7.88 | 4.84 | 163% |
| Returns for 3 years | 8.97 | 7.43 | 121% |
| Returns for 5 years | 6.42 | 4.39 | 146% |
| Returns for 10 years | 16.87 | 23.82 | 71% |
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