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SWLVX vs VIVIX
SWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIX
Schwab ® US Large-Cap Value Index
Price$61.04
Change-$0.05 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.27
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
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SWLVX vs VIVIX Comparison Chart
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SWLVX vs. VIVIX commentary
Oct 18, 2024
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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. SWLVX (790M). VIVIX pays higher dividends than SWLVX: VIVIX (2.37) vs SWLVX (2.10). SWLVX was incepted earlier than VIVIX: SWLVX (7 years) vs VIVIX (26 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. VIVIX (10.00). SWLVX has a lower initial minimum investment than VIVIX: SWLVX (0) vs VIVIX (5000000). SWLVX (28.19) and VIVIX (27.96) have marching annual gain over last year. VIVIX return over 5 years is better than : 59.57 vs. SWLVX (52.96).
| SWLVX | VIVIX | SWLVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 17.899 | 19.055 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 186B | 0% |
| Annual Yield % from dividends | 2.10 | 2.37 | 89% |
| Returns for 1 year | 28.19 | 27.96 | 101% |
| Returns for 3 years | 19.08 | 26.40 | 72% |
| Returns for 5 years | 52.96 | 59.57 | 89% |
| Returns for 10 years | N/A | 130.60 | - |
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