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SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
Open Charts SWLVX vs VIVAX
Schwab ® US Large-Cap Value Index
Price$15.49
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets876.73M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SWLVX vs VIVAX Comparison Chart in %
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SWLVX vs. VIVAX commentary
Aug 17, 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 SWLVX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SWLVX (877M). VIVAX pays higher dividends than SWLVX: VIVAX (2.06) vs SWLVX (1.91). SWLVX was incepted earlier than VIVAX: SWLVX (8 years) vs VIVAX (33 years). VIVAX (0.17) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VIVAX (9.00). SWLVX has a lower initial minimum investment than VIVAX: SWLVX (0) vs VIVAX (3000). SWLVX annual gain was more profitable for investors over the last year : 17.57 vs. VIVAX (7.90). SWLVX return over 5 years is better than : 104.06 vs. VIVAX (68.56).
| SWLVX | VIVAX | SWLVX / VIVAX | |
| Total Expense Ratio | 0.04 | 0.17 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 21% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 8.208 | 6.512 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 877M | 196B | 0% |
| Annual Yield % from dividends | 1.91 | 2.06 | 93% |
| Returns for 1 year | 17.57 | 7.90 | 222% |
| Returns for 3 years | 46.52 | 25.93 | 179% |
| Returns for 5 years | 104.06 | 68.56 | 152% |
| Returns for 10 years | N/A | 114.64 | - |
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