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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
Schwab ® US Large-Cap Value Index
Price$60.98
Change-$0.24 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
SWLVX vs VVIAX Comparison Chart
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SWLVX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SWLVX (786M). VVIAX pays higher dividends than SWLVX: VVIAX (2.36) vs SWLVX (2.10). SWLVX was incepted earlier than VVIAX: SWLVX (7 years) vs VVIAX (24 years). SWLVX is a more actively managed with annual turnover of: 42.00 vs. VVIAX (10.00). 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 : 27.80 vs. VVIAX (25.54). VVIAX return over 5 years is better than : 50.78 vs. SWLVX (47.41).
| SWLVX | VVIAX | SWLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 18.638 | 17.922 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 786M | 184B | 0% |
| Annual Yield % from dividends | 2.10 | 2.36 | 89% |
| Returns for 1 year | 27.80 | 25.54 | 109% |
| Returns for 3 years | 16.86 | 21.55 | 78% |
| Returns for 5 years | 47.41 | 50.78 | 93% |
| Returns for 10 years | N/A | 110.49 | - |