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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$60.65
Change-$0.76 (-1.24%)
VolumeN/A
Net Assets855.57M
Vanguard Value Index Adm
Price$68.71
Change-$0.88 (-1.26%)
VolumeN/A
Net Assets195.18B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Jul 16, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SWLVX (856M). VVIAX pays higher dividends than SWLVX: VVIAX (2.18) vs SWLVX (1.92). SWLVX was incepted earlier than VVIAX: SWLVX (8 years) vs VVIAX (25 years). VVIAX (0.05) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 30.97 vs. VVIAX (9.00). SWLVX has a lower initial minimum investment than VVIAX: SWLVX (0) vs VVIAX (3000). SWLVX annual gain was more profitable for investors over the last year : 11.22 vs. VVIAX (8.29). VVIAX (72.84) and SWLVX (72.61) have equivalent 5 years return.
| SWLVX | VVIAX | SWLVX / VVIAX | |
| Total Expense Ratio | 0.04 | 0.05 | 70% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 70% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 7.248 | 5.426 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 195B | 0% |
| Annual Yield % from dividends | 1.92 | 2.18 | 88% |
| Returns for 1 year | 11.22 | 8.29 | 135% |
| Returns for 3 years | 39.47 | 35.09 | 112% |
| Returns for 5 years | 72.61 | 72.84 | 100% |
| Returns for 10 years | N/A | 109.79 | - |
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