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SWLRX vs VASIX
SWLRX vs VASIX Comparison
Open Charts SWLRX vs VASIX
Schwab® Monthly Income Income Payout
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets61.09M
Vanguard LifeStrategy Income I
Price$15.58
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets3.94B
SWLRX vs VASIX Comparison Chart in %
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SWLRX vs. VASIX commentary
Aug 03, 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 Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.94B vs. SWLRX (61.1M). SWLRX pays higher dividends than VASIX: SWLRX (4.85) vs VASIX (3.53). 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 : 5.07 vs. VASIX (3.37). SWLRX return over 5 years is better than : 5.00 vs. VASIX (2.61).
| 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 | 4.938 | 4.869 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 3.94B | 2% |
| Annual Yield % from dividends | 4.85 | 3.53 | 138% |
| Returns for 1 year | 5.07 | 3.37 | 150% |
| Returns for 3 years | 11.24 | 10.47 | 107% |
| Returns for 5 years | 5.00 | 2.61 | 192% |
| Returns for 10 years | 20.24 | 28.40 | 71% |
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