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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$59.19
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets816.02M
Vanguard Value Index Adm
Price$67.63
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Jun 21, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. SWLVX (816M). VVIAX pays higher dividends than SWLVX: VVIAX (2.28) vs SWLVX (1.99). 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 : 9.67 vs. VVIAX (6.75). VVIAX (70.82) and SWLVX (70.02) 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 | 3.161 | 2.254 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 189B | 0% |
| Annual Yield % from dividends | 1.99 | 2.28 | 87% |
| Returns for 1 year | 9.67 | 6.75 | 143% |
| Returns for 3 years | 35.83 | 32.22 | 111% |
| Returns for 5 years | 70.02 | 70.82 | 99% |
| Returns for 10 years | N/A | 102.08 | - |