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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Jul 07, 2026
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: 245B vs. SWLVX (1.12B). VVIAX pays higher dividends than SWLVX: VVIAX (1.86) vs SWLVX (1.55). SWLVX was incepted earlier than VVIAX: SWLVX (9 years) vs VVIAX (26 years). VVIAX (0.05) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 16.00 vs. VVIAX (8.00). 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 : 27.01 vs. VVIAX (22.08). SWLVX return over 5 years is better than : 95.70 vs. VVIAX (59.55).
| SWLVX | VVIAX | SWLVX / VVIAX | |
| Total Expense Ratio | 0.04 | 0.05 | 70% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 70% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 18.327 | 14.777 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 245B | 0% |
| Annual Yield % from dividends | 1.55 | 1.86 | 83% |
| Returns for 1 year | 27.01 | 22.08 | 122% |
| Returns for 3 years | 90.17 | 56.45 | 160% |
| Returns for 5 years | 95.70 | 59.55 | 161% |
| Returns for 10 years | N/A | 156.22 | - |
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