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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$57.51
Change+$0.91 (+1.61%)
VolumeN/A
Net Assets789.62M
Vanguard Value Index Adm
Price$65.80
Change+$1.01 (+1.56%)
VolumeN/A
Net Assets190.51B
SWLVX vs VVIAX Comparison Chart
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SWLVX vs. VVIAX commentary
May 05, 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: 191B vs. SWLVX (790M). VVIAX pays higher dividends than SWLVX: VVIAX (2.34) vs SWLVX (2.06). SWLVX was incepted earlier than VVIAX: SWLVX (7 years) vs VVIAX (24 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 : 8.94 vs. VVIAX (7.67). SWLVX (77.32) and VVIAX (76.47) 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 | 7 years | 24 years | - |
| Gain YTD | 0.437 | -0.336 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 191B | 0% |
| Annual Yield % from dividends | 2.06 | 2.34 | 88% |
| Returns for 1 year | 8.94 | 7.67 | 117% |
| Returns for 3 years | 21.40 | 19.07 | 112% |
| Returns for 5 years | 77.32 | 76.47 | 101% |
| Returns for 10 years | N/A | 98.86 | - |