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SWLVX vs VIVIX
SWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIX
Schwab ® US Large-Cap Value Index
Price$15.49
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets876.73M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. SWLVX (877M). VIVIX pays higher dividends than SWLVX: VIVIX (2.19) vs SWLVX (1.91). SWLVX was incepted earlier than VIVIX: SWLVX (8 years) vs VIVIX (27 years). VIVIX (0.04) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VIVIX (9.00). SWLVX has a lower initial minimum investment than VIVIX: SWLVX (0) vs VIVIX (5000000). SWLVX annual gain was more profitable for investors over the last year : 17.57 vs. VIVIX (7.91). SWLVX return over 5 years is better than : 104.06 vs. VIVIX (68.54).
| SWLVX | VIVIX | SWLVX / VIVIX | |
| Total Expense Ratio | 0.04 | 0.04 | 88% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 88% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 8.208 | 6.533 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 877M | 196B | 0% |
| Annual Yield % from dividends | 1.91 | 2.19 | 87% |
| Returns for 1 year | 17.57 | 7.91 | 222% |
| Returns for 3 years | 46.52 | 25.93 | 179% |
| Returns for 5 years | 104.06 | 68.54 | 152% |
| Returns for 10 years | N/A | 114.61 | - |
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