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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$15.86
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets913.87M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Nov 20, 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: 208B vs. SWLVX (914M). VVIAX pays higher dividends than SWLVX: VVIAX (2.09) vs SWLVX (1.82). 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 : 501.89 vs. VVIAX (5.07). SWLVX return over 5 years is better than : 1891.73 vs. VVIAX (62.97).
| 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 | 343.730 | 9.352 | 3,676% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 208B | 0% |
| Annual Yield % from dividends | 1.82 | 2.09 | 87% |
| Returns for 1 year | 501.89 | 5.07 | 9,900% |
| Returns for 3 years | 1116.65 | 30.25 | 3,692% |
| Returns for 5 years | 1891.73 | 62.97 | 3,004% |
| Returns for 10 years | N/A | 123.10 | - |
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